|
51
|
Meridian Wealth Management
Lexington,
Kentucky
|
$211K
|
+$196K
|
+3,212
|
New
|
|
|
52
|
Western Wealth Management
Golden,
Colorado
|
$209K
|
+$193K
|
+3,170
|
New
|
|
|
53
|
KWB Wealth
Redlands,
California
|
$208K
|
+$193K
|
+3,166
|
New
|
|
|
54
|
|
$206K
|
+$129K
|
+2,122
|
+212%
|
|
|
55
|
Key Financial Inc
West Chester,
Pennsylvania
|
$153K
|
+$142K
|
+2,326
|
New
|
|
|
56
|
Next Financial Group
Houston,
Texas
|
$143K
|
+$122
|
+2
|
+0.1%
|
|
|
57
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$86K
|
-$9.01K
|
-148
|
-10%
|
|
|
58
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$81K
|
-$31.1K
|
-510
|
-29%
|
|
|
59
|
Steward Partners Investment Advisory
New York
|
$61K
|
+$853
|
+14
|
+2%
|
|
|
60
|
Private Capital Group
West Hartford,
Connecticut
|
$59K
|
–
|
–
|
–
|
|
|
61
|
American Portfolios Advisors
Holbrook,
New York
|
$58.7K
|
+$1.22K
|
+20
|
+2%
|
|
|
62
|
Rockbridge Investment Management
Syracuse,
New York
|
$56K
|
+$3.41K
|
+56
|
+7%
|
|
|
63
|
Rockefeller Capital Management
New York
|
$37K
|
–
|
–
|
–
|
|
|
64
|
Larson Financial Group
St Louis,
Missouri
|
$36K
|
+$1.58K
|
+26
|
+5%
|
|
|
65
|
William Blair & Company
Chicago,
Illinois
|
$33K
|
–
|
–
|
–
|
|
|
66
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$26K
|
–
|
–
|
–
|
|
|
67
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$21.6K
|
–
|
–
|
–
|
|
|
68
|
Geneos Wealth Management
Englewood,
Colorado
|
$17K
|
–
|
–
|
–
|
|
|
69
|
WestHill Financial Advisors
San Rafael,
California
|
$11K
|
+$9.99K
|
+164
|
New
|
|
|
70
|
Anchor Investment Management
Columbia,
South Carolina
|
$9.09K
|
–
|
–
|
–
|
|
|
71
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$8K
|
–
|
–
|
–
|
|
|
72
|
Creative Financial Designs
Kokomo,
Indiana
|
$7K
|
-$122
|
-2
|
-2%
|
|
|
73
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$6K
|
+$5.85K
|
+96
|
New
|
|
|
74
|
Hudock Inc
Williamsport,
Pennsylvania
|
$2K
|
+$122
|
+2
|
+6%
|
|
|
75
|
Cornercap Investment Counsel
Atlanta,
Georgia
|
–
|
-$1.85M
|
-35,358
|
Closed
|
|
