|
26
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$89K
|
–
|
–
|
–
|
|
|
27
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$86K
|
+$67.6K
|
+1,275
|
+481%
|
|
|
28
|
Lee Financial
Dallas,
Texas
|
$80K
|
+$18.6K
|
+350
|
+32%
|
|
|
29
|
William Blair & Company
Chicago,
Illinois
|
$67K
|
–
|
–
|
–
|
|
|
30
|
Steward Partners Investment Advisory
New York
|
$31K
|
–
|
–
|
–
|
|
|
31
|
|
$29K
|
-$72.4K
|
-1,364
|
-73%
|
|
|
32
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$24K
|
+$1.06K
|
+20
|
+5%
|
|
|
33
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$22K
|
–
|
–
|
–
|
|
|
34
|
Creative Financial Designs
Kokomo,
Indiana
|
$19K
|
–
|
–
|
–
|
|
|
35
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$12K
|
+$10.6K
|
+200
|
New
|
|
|
36
|
Washington Trust
Westerly,
Rhode Island
|
$10K
|
+$9.55K
|
+180
|
New
|
|
|
37
|
IFP Advisors
Tampa,
Florida
|
$9K
|
–
|
–
|
–
|
|
|
38
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$7K
|
–
|
–
|
–
|
|
|
39
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$6K
|
–
|
–
|
–
|
|
|
40
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$6K
|
–
|
–
|
–
|
|
|
41
|
UBS Group
Zurich,
Switzerland
|
$5K
|
-$67.9K
|
-1,279
|
-93%
|
|
|
42
|
Weaver Consulting Group
Huntington Beach,
California
|
$4K
|
–
|
–
|
–
|
|
|
43
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
44
|
Advisory Services Network
Atlanta,
Georgia
|
$3K
|
+$2.87K
|
+54
|
New
|
|
|
45
|
|
$2K
|
+$1.91K
|
+36
|
New
|
|
|
46
|
Tortoise Investment Management
White Plains,
New York
|
$1K
|
–
|
–
|
–
|
|
|
47
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$111K
|
-2,359
|
Closed
|
|
|
48
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
–
|
-$49K
|
-1,025
|
Closed
|
|
|
49
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
–
|
-$14K
|
-300
|
Closed
|
|
|
50
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$6K
|
-132
|
Closed
|
|
