|
51
|
Patten & Patten
Chattanooga,
Tennessee
|
$375K
|
–
|
–
|
–
|
|
|
52
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$363K
|
–
|
–
|
–
|
|
|
53
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$336K
|
+$36.3K
|
+804
|
+12%
|
|
|
54
|
Focus Financial Network
Minneapolis,
Minnesota
|
$331K
|
+$343K
|
+7,607
|
New
|
|
|
55
|
The Family Firm
Bethesda,
Maryland
|
$317K
|
+$74.3K
|
+1,646
|
+29%
|
|
|
56
|
William Blair & Company
Chicago,
Illinois
|
$306K
|
+$13.9K
|
+308
|
+5%
|
|
|
57
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$304K
|
+$5.23K
|
+116
|
+2%
|
|
|
58
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$297K
|
+$309K
|
+6,846
|
New
|
|
|
59
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$285K
|
+$295K
|
+6,550
|
New
|
|
|
60
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$282K
|
-$1.18M
|
-26,267
|
-84%
|
|
|
61
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$278K
|
–
|
–
|
–
|
|
|
62
|
Donaldson Capital Management
Evansville,
Indiana
|
$277K
|
-$257K
|
-5,700
|
-47%
|
|
|
63
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$269K
|
-$66.3K
|
-1,469
|
-19%
|
|
|
64
|
Evanson Asset Management
Carmel,
California
|
$265K
|
–
|
–
|
–
|
|
|
65
|
V Wealth Advisors
Overland Park,
Kansas
|
$261K
|
–
|
–
|
–
|
|
|
66
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$260K
|
-$8.75K
|
-194
|
-3%
|
|
|
67
|
Scotia Capital
Toronto,
Ontario, Canada
|
$250K
|
-$530K
|
-11,742
|
-67%
|
|
|
68
|
Level Four Advisory Services
Dallas,
Texas
|
$225K
|
-$110K
|
-2,428
|
-32%
|
|
|
69
|
First Horizon Advisors
Memphis,
Tennessee
|
$219K
|
-$21.7K
|
-482
|
-9%
|
|
|
70
|
Formidable Asset Management
Cincinnati,
Ohio
|
$201K
|
+$367K
|
+8,130
|
New
|
|
|
71
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$198K
|
-$706K
|
-15,640
|
-77%
|
|
|
72
|
Marshall Wace
London,
United Kingdom
|
$190K
|
+$197K
|
+4,377
|
New
|
|
|
73
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$180K
|
–
|
–
|
–
|
|
|
74
|
Parallel Advisors
San Francisco,
California
|
$166K
|
-$196K
|
-4,347
|
-53%
|
|
|
75
|
Global Retirement Partners
San Rafael,
California
|
$157K
|
-$3.34K
|
-74
|
-2%
|
|
