|
26
|
Institute for Wealth Management
Denver,
Colorado
|
$209K
|
–
|
–
|
–
|
|
|
27
|
Bank of America
Charlotte,
North Carolina
|
$201K
|
-$335K
|
-21,755
|
-63%
|
|
|
28
|
Virtue Capital Management
Brentwood,
Tennessee
|
$183K
|
+$1.99K
|
+129
|
+1%
|
|
|
29
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$178K
|
-$87.4K
|
-5,674
|
-33%
|
|
|
30
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$108K
|
-$2.48K
|
-161
|
-2%
|
|
|
31
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$95K
|
-$137K
|
-8,899
|
-60%
|
|
|
32
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$72K
|
+$1.22K
|
+79
|
+2%
|
|
|
33
|
SeaCrest Wealth Management
Purchase,
New York
|
$58K
|
–
|
–
|
–
|
|
|
34
|
First Interstate Bank
Billings,
Montana
|
$55K
|
–
|
–
|
–
|
|
|
35
|
IFP Advisors
Tampa,
Florida
|
$49K
|
+$36.4K
|
+2,365
|
+312%
|
|
|
36
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$43K
|
+$42.6K
|
+2,764
|
New
|
|
|
37
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$41K
|
-$15.4K
|
-1,000
|
-28%
|
|
|
38
|
Trilogy Capital
Irvine,
California
|
$36K
|
+$35.1K
|
+2,277
|
New
|
|
|
39
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$33K
|
–
|
–
|
–
|
|
|
40
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$21K
|
–
|
–
|
–
|
|
|
41
|
Geneos Wealth Management
Englewood,
Colorado
|
$20K
|
+$7.32K
|
+475
|
+58%
|
|
|
42
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$16K
|
–
|
–
|
–
|
|
|
43
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$13K
|
–
|
–
|
–
|
|
|
44
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11K
|
–
|
–
|
–
|
|
|
45
|
Regions Financial Corp
Birmingham,
Alabama
|
$11K
|
–
|
–
|
–
|
|
|
46
|
|
$9K
|
+$9.25K
|
+600
|
New
|
|
|
47
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$8K
|
–
|
–
|
–
|
|
|
48
|
Centaurus Financial
Anaheim,
California
|
$8K
|
+$7.71K
|
+500
|
New
|
|
|
49
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$7K
|
–
|
–
|
–
|
|
|
50
|
Shaker Financial Services
Arlington,
Virginia
|
–
|
-$2.04M
|
-138,053
|
Closed
|
|
