|
51
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$394K
|
+$380K
|
+4,600
|
New
|
|
|
52
|
Darrell & King
Charlottesville,
Virginia
|
$387K
|
–
|
–
|
–
|
|
|
53
|
Fidelity Investments
Boston,
Massachusetts
|
$358K
|
-$5.87K
|
-71
|
-2%
|
|
|
54
|
Oppenheimer & Co
New York
|
$311K
|
-$99.2K
|
-1,201
|
-25%
|
|
|
55
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$276K
|
–
|
–
|
–
|
|
|
56
|
M Holdings Securities
Portland,
Oregon
|
$276K
|
+$31.3K
|
+379
|
+13%
|
|
|
57
|
Starfire Investment Advisers
Southfield,
Michigan
|
$250K
|
–
|
–
|
–
|
|
|
58
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$247K
|
+$15.4K
|
+187
|
+7%
|
|
|
59
|
Norris Perne & French
Grand Rapids,
Michigan
|
$239K
|
–
|
–
|
–
|
|
|
60
|
ACG Wealth
Atlanta,
Georgia
|
$231K
|
+$578
|
+7
|
+0.3%
|
|
|
61
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$226K
|
-$146K
|
-1,773
|
-40%
|
|
|
62
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$226K
|
-$143K
|
-1,729
|
-39%
|
|
|
63
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$224K
|
–
|
–
|
–
|
|
|
64
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$223K
|
+$2.89K
|
+35
|
+1%
|
|
|
65
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$217K
|
+$201K
|
+2,438
|
+2,279%
|
|
|
66
|
Creative Planning
Overland Park,
Kansas
|
$204K
|
+$197K
|
+2,385
|
New
|
|
|
67
|
|
$178K
|
-$3.3K
|
-40
|
-2%
|
|
|
68
|
Regions Financial Corp
Birmingham,
Alabama
|
$140K
|
–
|
–
|
–
|
|
|
69
|
Global Retirement Partners
San Rafael,
California
|
$133K
|
-$2.31K
|
-28
|
-2%
|
|
|
70
|
|
$128K
|
+$83
|
+1
|
+0.1%
|
|
|
71
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$91K
|
-$991
|
-12
|
-1%
|
|
|
72
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$78K
|
–
|
–
|
–
|
|
|
73
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$72K
|
–
|
–
|
–
|
|
|
74
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$68K
|
–
|
–
|
–
|
|
|
75
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$62K
|
+$6.2K
|
+75
|
+12%
|
|
