|
26
|
Summit Asset Management
Memphis,
Tennessee
|
$279K
|
–
|
–
|
–
|
|
|
27
|
Stifel Financial
St. Louis,
Missouri
|
$260K
|
–
|
–
|
–
|
|
|
28
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$250K
|
+$238K
|
+5,970
|
New
|
|
|
29
|
MSI Financial Services
Springfield,
Massachusetts
|
$229K
|
+$7.5K
|
+188
|
+4%
|
|
|
30
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$228K
|
–
|
–
|
–
|
|
|
31
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$218K
|
–
|
–
|
–
|
|
|
32
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$213K
|
-$8.06K
|
-202
|
-4%
|
|
|
33
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$164K
|
-$5.27K
|
-132
|
-3%
|
|
|
34
|
Oakworth Capital
Birmingham,
Alabama
|
$156K
|
-$7.82K
|
-196
|
-5%
|
|
|
35
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$144K
|
–
|
–
|
–
|
|
|
36
|
|
$95K
|
-$20.5K
|
-514
|
-19%
|
|
|
37
|
Klingman & Associates
New York
|
$91K
|
+$3.03K
|
+76
|
+4%
|
|
|
38
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$68K
|
+$40.5K
|
+1,016
|
+167%
|
|
|
39
|
D.A. Davidson & Co
Great Falls,
Montana
|
$67K
|
–
|
–
|
–
|
|
|
40
|
Argentus Capital Management
Dallas,
Texas
|
$67K
|
+$63.5K
|
+1,592
|
New
|
|
|
41
|
Ironwood Financial
Tucson,
Arizona
|
$62K
|
+$58.5K
|
+1,466
|
New
|
|
|
42
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$62K
|
+$59.1K
|
+1,482
|
New
|
|
|
43
|
First Interstate Bank
Billings,
Montana
|
$61K
|
–
|
–
|
–
|
|
|
44
|
Gupta Wealth Management
San Diego,
California
|
$55K
|
–
|
–
|
–
|
|
|
45
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$14K
|
+$13K
|
+326
|
New
|
|
|
46
|
US Bancorp
Minneapolis,
Minnesota
|
$13K
|
-$16K
|
-400
|
-56%
|
|
|
47
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$8K
|
–
|
–
|
–
|
|
|
48
|
Geneos Wealth Management
Englewood,
Colorado
|
$8K
|
+$8.38K
|
+210
|
New
|
|
|
49
|
Ballentine Partners
Waltham,
Massachusetts
|
$4K
|
+$3.35K
|
+84
|
New
|
|
|
50
|
|
–
|
-$2.57M
|
-62,768
|
Closed
|
|
