|
26
|
Evermay Wealth Management
Arlington,
Virginia
|
$120K
|
-$22K
|
-867
|
-16%
|
|
|
27
|
Steward Partners Investment Advisory
New York
|
$65.3K
|
–
|
–
|
–
|
|
|
28
|
Comerica Bank
Dallas,
Texas
|
$38.6K
|
+$23.2K
|
+914
|
+162%
|
|
|
29
|
William Blair & Company
Chicago,
Illinois
|
$23.2K
|
–
|
–
|
–
|
|
|
30
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$9.96K
|
+$9.64K
|
+380
|
New
|
|
|
31
|
AllSquare Wealth Management
Albany,
New York
|
$7.19K
|
–
|
–
|
–
|
|
|
32
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7K
|
+$3.93K
|
+155
|
+125%
|
|
|
33
|
MCF Advisors
Covington,
Kentucky
|
$6.12K
|
+$5.93K
|
+234
|
New
|
|
|
34
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$3.66K
|
–
|
–
|
–
|
|
|
35
|
Sunbelt Securities
Houston,
Texas
|
$1.83K
|
–
|
–
|
–
|
|
|
36
|
Rockefeller Capital Management
New York
|
–
|
-$403K
|
-15,879
|
Closed
|
|
|
37
|
Drive Wealth Management
Lehi,
Utah
|
–
|
-$279K
|
-10,872
|
Closed
|
|
|
38
|
Aptus Capital Advisors
Fairhope,
Alabama
|
–
|
-$275K
|
-10,826
|
Closed
|
|
|
39
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
–
|
-$275K
|
-10,826
|
Closed
|
|
|
40
|
Wells Fargo
San Francisco,
California
|
–
|
-$4.67K
|
-184
|
Closed
|
|
