|
51
|
9258 Wealth Management
Blue Ash,
Ohio
|
$208K
|
-$4.5K
|
-323
|
-2%
|
|
|
52
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$208K
|
+$23.7K
|
+1,700
|
+13%
|
|
|
53
|
Shaker Financial Services
Arlington,
Virginia
|
$193K
|
+$190K
|
+13,620
|
New
|
|
|
54
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$191K
|
-$63.6K
|
-4,564
|
-25%
|
|
|
55
|
Clough Capital Partners
Boston,
Massachusetts
|
$174K
|
+$171K
|
+12,298
|
New
|
|
|
56
|
&Partners
Nashville,
Tennessee
|
$172K
|
-$12.9K
|
-929
|
-7%
|
|
|
57
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$163K
|
+$160K
|
+11,515
|
New
|
|
|
58
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$136K
|
+$129K
|
+9,280
|
+3,003%
|
|
|
59
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$125K
|
-$9.05K
|
-650
|
-7%
|
|
|
60
|
North Star Investment Management
Chicago,
Illinois
|
$85K
|
–
|
–
|
–
|
|
|
61
|
Lindbrook Capital
Calabasas,
California
|
$85K
|
+$83.6K
|
+6,000
|
New
|
|
|
62
|
Optimum Investment Advisors
Chicago,
Illinois
|
$82K
|
-$13.9K
|
-1,000
|
-15%
|
|
|
63
|
SeaCrest Wealth Management
Purchase,
New York
|
$58K
|
-$21.4K
|
-1,540
|
-27%
|
|
|
64
|
Rockefeller Capital Management
New York
|
$51K
|
+$50K
|
+3,589
|
New
|
|
|
65
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$46K
|
+$35.2K
|
+2,525
|
+339%
|
|
|
66
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$43K
|
–
|
–
|
–
|
|
|
67
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$21K
|
-$114K
|
-8,200
|
-85%
|
|
|
68
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$19K
|
–
|
–
|
–
|
|
|
69
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$18K
|
+$17.7K
|
+1,270
|
New
|
|
|
70
|
|
$15K
|
+$11.7K
|
+840
|
+400%
|
|
|
71
|
Advisory Services Network
Atlanta,
Georgia
|
$4K
|
+$334
|
+24
|
+8%
|
|
|
72
|
Squar Milner Financial Services
Irvine,
California
|
$3K
|
–
|
–
|
–
|
|
|
73
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$3K
|
+$3.62K
|
+260
|
New
|
|
|
74
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1K
|
+$1.14K
|
+82
|
New
|
|
|
75
|
|
–
|
-$3.17M
|
-242,900
|
Closed
|
|
