|
26
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$276K
|
–
|
–
|
–
|
|
|
27
|
Cetera Advisors
Denver,
Colorado
|
$275K
|
-$161K
|
-2,215
|
-37%
|
|
|
28
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$245K
|
–
|
–
|
–
|
|
|
29
|
KeyBank National Association
Cleveland,
Ohio
|
$212K
|
-$13.4K
|
-185
|
-6%
|
|
|
30
|
Glassman Wealth Services
Vienna,
Virginia
|
$151K
|
–
|
–
|
–
|
|
|
31
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$65K
|
–
|
–
|
–
|
|
|
32
|
Geneos Wealth Management
Englewood,
Colorado
|
$45K
|
–
|
–
|
–
|
|
|
33
|
|
$44K
|
+$7.99K
|
+110
|
+23%
|
|
|
34
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$37K
|
+$36.3K
|
+500
|
New
|
|
|
35
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$30K
|
–
|
–
|
–
|
|
|
36
|
Realta Investment Advisors
Wilmington,
Delaware
|
$12K
|
+$12K
|
+165
|
New
|
|
|
37
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$9K
|
–
|
–
|
–
|
|
|
38
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$8K
|
–
|
–
|
–
|
|
|
39
|
Steward Partners Investment Advisory
New York
|
$2K
|
+$2.62K
|
+36
|
New
|
|
|
40
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$2K
|
+$2.91K
|
+40
|
New
|
|
|
41
|
Fidelity Investments
Boston,
Massachusetts
|
$1K
|
+$872
|
+12
|
New
|
|
|
42
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$2.24M
|
-31,197
|
Closed
|
|
|
43
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
–
|
-$2.23M
|
-31,187
|
Closed
|
|
|
44
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
–
|
-$1.2M
|
-16,795
|
Closed
|
|
|
45
|
|
–
|
-$1M
|
-14,009
|
Closed
|
|
|
46
|
1ST Source Bank
South Bend,
Indiana
|
–
|
-$330K
|
-4,605
|
Closed
|
|
|
47
|
Clarus Wealth Advisors
Peoria,
Arizona
|
–
|
-$52K
|
-725
|
Closed
|
|
|
48
|
Icon Wealth Partners
Houston,
Texas
|
–
|
-$1K
|
-7
|
Closed
|
|
