|
176
|
First Interstate Bank
Billings,
Montana
|
$17K
|
+$4.84K
|
+206
|
+38%
|
|
|
177
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$14K
|
-$3.24K
|
-138
|
-18%
|
|
|
178
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$12K
|
-$69.5K
|
-2,957
|
-85%
|
|
|
179
|
First Personal Financial Services
Charlotte,
North Carolina
|
$11K
|
–
|
–
|
–
|
|
|
180
|
Geneos Wealth Management
Englewood,
Colorado
|
$11K
|
+$4.61K
|
+196
|
+65%
|
|
|
181
|
IFP Advisors
Tampa,
Florida
|
$10K
|
-$8.72K
|
-371
|
-45%
|
|
|
182
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$10K
|
+$10.6K
|
+450
|
New
|
|
|
183
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$9K
|
-$1.41K
|
-60
|
-13%
|
|
|
184
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$9K
|
+$8.91K
|
+379
|
New
|
|
|
185
|
Creative Planning
Overland Park,
Kansas
|
$7K
|
–
|
–
|
–
|
|
|
186
|
Solaris Asset Management
New York
|
$7K
|
+$7.29K
|
+310
|
New
|
|
|
187
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$6K
|
-$15.9M
|
-676,382
|
-100%
|
|
|
188
|
Lebenthal Asset Management
New York
|
$5K
|
+$5.08K
|
+216
|
New
|
|
|
189
|
Evercore Wealth Management
New York
|
$4K
|
–
|
–
|
–
|
|
|
190
|
Delta Asset Management
Memphis,
Tennessee
|
$3K
|
–
|
–
|
–
|
|
|
191
|
ArrowMark Colorado Holdings
Denver,
Colorado
|
$3K
|
+$2.63K
|
+112
|
New
|
|
|
192
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
193
|
MSI Financial Services
Springfield,
Massachusetts
|
$2K
|
–
|
–
|
–
|
|
|
194
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
195
|
SignatureFD
Atlanta,
Georgia
|
$1K
|
–
|
–
|
–
|
|
|
196
|
|
$1K
|
+$94
|
+4
|
+36%
|
|
|
197
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$1K
|
+$541
|
+23
|
New
|
|
|
198
|
Baird Financial Group
Milwaukee,
Wisconsin
|
–
|
-$25.7M
|
-1,077,793
|
Closed
|
|
|
199
|
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
–
|
-$18.2M
|
-762,886
|
Closed
|
|
|
200
|
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
|
–
|
-$17.9M
|
-750,955
|
Closed
|
|
