|
26
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$32K
|
–
|
–
|
–
|
|
|
27
|
Creative Financial Designs
Kokomo,
Indiana
|
$32K
|
–
|
–
|
–
|
|
|
28
|
Geneos Wealth Management
Englewood,
Colorado
|
$28K
|
–
|
–
|
–
|
|
|
29
|
Tradition Wealth Management
Edina,
Minnesota
|
$24K
|
+$12.6K
|
+489
|
+105%
|
|
|
30
|
Harbour Investments
Madison,
Wisconsin
|
$22K
|
+$514
|
+20
|
+2%
|
|
|
31
|
Oakworth Capital
Birmingham,
Alabama
|
$20K
|
–
|
–
|
–
|
|
|
32
|
Private Capital Group
West Hartford,
Connecticut
|
$20K
|
–
|
–
|
–
|
|
|
33
|
William Blair & Company
Chicago,
Illinois
|
$16K
|
–
|
–
|
–
|
|
|
34
|
Spire Wealth Management
Mclean,
Virginia
|
$15K
|
+$514
|
+20
|
+3%
|
|
|
35
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$12K
|
–
|
–
|
–
|
|
|
36
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$12K
|
–
|
–
|
–
|
|
|
37
|
Cahill Financial Advisors
Edina,
Minnesota
|
$12K
|
+$12.8K
|
+500
|
New
|
|
|
38
|
North Star Investment Management
Chicago,
Illinois
|
$10K
|
–
|
–
|
–
|
|
|
39
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$10K
|
–
|
–
|
–
|
|
|
40
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$10K
|
–
|
–
|
–
|
|
|
41
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$9K
|
-$4.65K
|
-181
|
-33%
|
|
|
42
|
Rockefeller Capital Management
New York
|
$9K
|
+$51
|
+2
|
+0.5%
|
|
|
43
|
Bellwether Advisors
Lincoln,
Nebraska
|
$8K
|
–
|
–
|
–
|
|
|
44
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$7K
|
–
|
–
|
–
|
|
|
45
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$7K
|
–
|
–
|
–
|
|
|
46
|
Sandy Spring Bank
Olney,
Maryland
|
$6K
|
-$10.8K
|
-421
|
-64%
|
|
|
47
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6K
|
+$231
|
+9
|
+4%
|
|
|
48
|
Asset Dedication LLC
San Francisco,
California
|
$5K
|
–
|
–
|
–
|
|
|
49
|
TimeScale Financial
Danvers,
Massachusetts
|
$5K
|
–
|
–
|
–
|
|
|
50
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$5K
|
+$5.14K
|
+200
|
New
|
|
