|
26
|
Fidelity Investments
Boston,
Massachusetts
|
$51K
|
+$50.4K
|
+1,955
|
New
|
|
|
27
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$28K
|
–
|
–
|
–
|
|
|
28
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$25K
|
–
|
–
|
–
|
|
|
29
|
Sandy Spring Bank
Olney,
Maryland
|
$22K
|
–
|
–
|
–
|
|
|
30
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21K
|
+$3.35K
|
+130
|
+19%
|
|
|
31
|
Acima Private Wealth
Richmond,
Virginia
|
$21K
|
+$21.6K
|
+838
|
New
|
|
|
32
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$17K
|
–
|
–
|
–
|
|
|
33
|
Legacy Bridge
West Des Moines,
Iowa
|
$14K
|
–
|
–
|
–
|
|
|
34
|
IFP Advisors
Tampa,
Florida
|
$14K
|
+$14.2K
|
+550
|
New
|
|
|
35
|
William Blair & Company
Chicago,
Illinois
|
$10K
|
–
|
–
|
–
|
|
|
36
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$9K
|
+$8.46K
|
+328
|
New
|
|
|
37
|
Gemmer Asset Management
Walnut Creek,
California
|
$8K
|
-$10.3K
|
-400
|
-56%
|
|
|
38
|
Rockefeller Capital Management
New York
|
$8K
|
–
|
–
|
–
|
|
|
39
|
SignatureFD
Atlanta,
Georgia
|
$8K
|
–
|
–
|
–
|
|
|
40
|
Tortoise Investment Management
White Plains,
New York
|
$8K
|
–
|
–
|
–
|
|
|
41
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6K
|
–
|
–
|
–
|
|
|
42
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$4K
|
+$309
|
+12
|
+8%
|
|
|
43
|
Citadel Advisors
Miami,
Florida
|
–
|
-$616K
|
-22,802
|
Closed
|
|
|
44
|
M Holdings Securities
Portland,
Oregon
|
–
|
-$558K
|
-20,682
|
Closed
|
|
|
45
|
Round Table Services
Westfield,
New Jersey
|
–
|
-$389K
|
-14,427
|
Closed
|
|
|
46
|
Oarsman Capital
Milwaukee,
Wisconsin
|
–
|
-$202K
|
-7,487
|
Closed
|
|
|
47
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
–
|
-$108K
|
-4,000
|
Closed
|
|
|
48
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$62K
|
-2,300
|
Closed
|
|
|
49
|
Executive Wealth Management
Brighton,
Michigan
|
–
|
-$33K
|
-1,205
|
Closed
|
|
|
50
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
–
|
-$21K
|
-767
|
Closed
|
|
