|
51
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$62K
|
+$807
|
+61
|
+1%
|
|
|
52
|
High Point Bank & Trust
High Point,
North Carolina
|
$55K
|
–
|
–
|
–
|
|
|
53
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$52K
|
–
|
–
|
–
|
|
|
54
|
Advisor Group
Phoenix,
Arizona
|
$43K
|
-$9.92K
|
-750
|
-18%
|
|
|
55
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$41K
|
+$42.7K
|
+3,225
|
New
|
|
|
56
|
MSI Financial Services
Springfield,
Massachusetts
|
$40K
|
+$225
|
+17
|
+0.5%
|
|
|
57
|
Joel Isaacson & Co
New York
|
$36K
|
–
|
–
|
–
|
|
|
58
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$32K
|
–
|
–
|
–
|
|
|
59
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$23K
|
+$132
|
+10
|
+0.6%
|
|
|
60
|
Geneos Wealth Management
Englewood,
Colorado
|
$22K
|
–
|
–
|
–
|
|
|
61
|
Steward Partners Investment Advisory
New York
|
$18K
|
+$19.4K
|
+1,469
|
New
|
|
|
62
|
City Holding Co
Charleston,
West Virginia
|
$16K
|
–
|
–
|
–
|
|
|
63
|
Security National Trust
Wheeling,
West Virginia
|
$13K
|
–
|
–
|
–
|
|
|
64
|
WhitTier Trust Company
Reno,
Nevada
|
$12K
|
–
|
–
|
–
|
|
|
65
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$12K
|
+$185
|
+14
|
+2%
|
|
|
66
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4K
|
+$3.97K
|
+300
|
New
|
|
|
67
|
Creative Financial Designs
Kokomo,
Indiana
|
$3K
|
+$2.65K
|
+200
|
New
|
|
|
68
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
–
|
-$1.39M
|
-101,244
|
Closed
|
|
|
69
|
1832 Asset Management
Toronto,
Ontario, Canada
|
–
|
-$1.38M
|
-100,000
|
Closed
|
|
|
70
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
–
|
-$280K
|
-20,366
|
Closed
|
|
|
71
|
Hollencrest Capital Management
Newport Beach,
California
|
–
|
-$269K
|
-19,576
|
Closed
|
|
|
72
|
Virtu KCG Holdings
New York
|
–
|
-$189K
|
-13,718
|
Closed
|
|
|
73
|
HighTower Advisors
Chicago,
Illinois
|
–
|
-$142K
|
-10,222
|
Closed
|
|
|
74
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
–
|
-$50K
|
-3,600
|
Closed
|
|
|
75
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
–
|
-$7K
|
-500
|
Closed
|
|
