|
301
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$19K
|
–
|
–
|
–
|
|
|
302
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$19K
|
+$24.5K
|
+520
|
New
|
|
|
303
|
Zions Bancorporation
Salt Lake City,
Utah
|
$18K
|
-$8.48K
|
-180
|
-26%
|
|
|
304
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$18K
|
–
|
–
|
–
|
|
|
305
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$14K
|
–
|
–
|
–
|
|
|
306
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$13K
|
-$1.79K
|
-38
|
-9%
|
|
|
307
|
WhitTier Trust Company
Reno,
Nevada
|
$13K
|
–
|
–
|
–
|
|
|
308
|
Balentine LLC
Atlanta,
Georgia
|
$12K
|
–
|
–
|
–
|
|
|
309
|
Gemmer Asset Management
Walnut Creek,
California
|
$11K
|
–
|
–
|
–
|
|
|
310
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$10K
|
–
|
–
|
–
|
|
|
311
|
Capital Guardian Trust
Los Angeles,
California
|
$10K
|
–
|
–
|
–
|
|
|
312
|
Howe & Rusling
Rochester,
New York
|
$10K
|
–
|
–
|
–
|
|
|
313
|
|
$10K
|
–
|
–
|
–
|
|
|
314
|
Brown Brothers Harriman & Co
New York
|
$8K
|
+$9.94K
|
+211
|
New
|
|
|
315
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$7K
|
–
|
–
|
–
|
|
|
316
|
Bellwether Investment Group
Chattanooga,
Tennessee
|
$7K
|
+$9.42K
|
+200
|
New
|
|
|
317
|
Citizens Financial Group
Providence,
Rhode Island
|
$6K
|
-$2.64K
|
-56
|
-25%
|
|
|
318
|
Next Financial Group
Houston,
Texas
|
$5K
|
–
|
–
|
–
|
|
|
319
|
TCI Wealth Advisors
Tucson,
Arizona
|
$4K
|
-$15.3K
|
-325
|
-73%
|
|
|
320
|
Versant Capital Management
Phoenix,
Arizona
|
$4K
|
–
|
–
|
–
|
|
|
321
|
Allworth Financial
Folsom,
California
|
$4K
|
+$4.71K
|
+100
|
+400%
|
|
|
322
|
Physicians Financial Services
Raleigh,
North Carolina
|
$3K
|
+$47
|
+1
|
+1%
|
|
|
323
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
-$13.5M
|
-287,345
|
-100%
|
|
|
324
|
Advisory Services Network
Atlanta,
Georgia
|
$2K
|
–
|
–
|
–
|
|
|
325
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$2K
|
–
|
–
|
–
|
|
