|
26
|
Bank of America
Charlotte,
North Carolina
|
$162K
|
+$8.75K
|
+574
|
+6%
|
|
|
27
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$106K
|
–
|
–
|
–
|
|
|
28
|
|
$81K
|
+$77.3K
|
+5,070
|
New
|
|
|
29
|
First Interstate Bank
Billings,
Montana
|
$55K
|
–
|
–
|
–
|
|
|
30
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$48K
|
–
|
–
|
–
|
|
|
31
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$42K
|
–
|
–
|
–
|
|
|
32
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$40K
|
+$731
|
+48
|
+2%
|
|
|
33
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$33K
|
–
|
–
|
–
|
|
|
34
|
Geneos Wealth Management
Englewood,
Colorado
|
$17K
|
-$18.6K
|
-1,223
|
-52%
|
|
|
35
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$14K
|
–
|
–
|
–
|
|
|
36
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$13K
|
–
|
–
|
–
|
|
|
37
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$13K
|
+$229
|
+15
|
+2%
|
|
|
38
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$8K
|
–
|
–
|
–
|
|
|
39
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$7K
|
–
|
–
|
–
|
|
|
40
|
Realta Investment Advisors
Wilmington,
Delaware
|
$1K
|
+$1.01K
|
+66
|
New
|
|
|
41
|
Shaker Financial Services
Arlington,
Virginia
|
–
|
-$2.42M
|
-161,342
|
Closed
|
|
|
42
|
|
–
|
-$2M
|
-132,926
|
Closed
|
|
|
43
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
–
|
-$174K
|
-11,608
|
Closed
|
|
|
44
|
C-J Advisory
San Jose,
California
|
–
|
-$30K
|
-2,000
|
Closed
|
|
|
45
|
Mosaic Family Wealth
St. Louis,
Missouri
|
–
|
-$20K
|
-1,316
|
Closed
|
|
|
46
|
Regions Financial Corp
Birmingham,
Alabama
|
–
|
-$11K
|
-700
|
Closed
|
|
|
47
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$15
|
+1
|
New
|
|
