|
201
|
Steward Partners Investment Advisory
New York
|
$18K
|
+$19K
|
+1,380
|
New
|
|
|
202
|
|
$14K
|
-$63.2K
|
-4,600
|
-81%
|
|
|
203
|
Creative Planning
Overland Park,
Kansas
|
$14K
|
-$22K
|
-1,599
|
-60%
|
|
|
204
|
|
$14K
|
+$14.1K
|
+1,027
|
New
|
|
|
205
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$13K
|
-$13.5M
|
-983,494
|
-100%
|
|
|
206
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$9K
|
+$8.74K
|
+636
|
New
|
|
|
207
|
|
$9K
|
+$9.21K
|
+670
|
New
|
|
|
208
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8K
|
-$646
|
-47
|
-7%
|
|
|
209
|
SEI Investments
Oaks,
Pennsylvania
|
$7K
|
-$1.93M
|
-140,607
|
-100%
|
|
|
210
|
Gemmer Asset Management
Walnut Creek,
California
|
$7K
|
+$2.82K
|
+205
|
+60%
|
|
|
211
|
Weaver C. Barksdale & Associates
Nashville,
Tennessee
|
$6K
|
+$1.03K
|
+75
|
+21%
|
|
|
212
|
First Personal Financial Services
Charlotte,
North Carolina
|
$5K
|
–
|
–
|
–
|
|
|
213
|
IFP Advisors
Tampa,
Florida
|
$5K
|
–
|
–
|
–
|
|
|
214
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$4K
|
–
|
–
|
–
|
|
|
215
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
216
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$3K
|
+$1.1K
|
+80
|
+51%
|
|
|
217
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$2K
|
–
|
–
|
–
|
|
|
218
|
YorkBridge Wealth Partners
New York
|
$2K
|
+$1.48K
|
+108
|
New
|
|
|
219
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$1K
|
-$340K
|
-24,748
|
-100%
|
|
|
220
|
Allworth Financial
Folsom,
California
|
$1K
|
–
|
–
|
–
|
|
|
221
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$1K
|
–
|
–
|
–
|
|
|
222
|
Proficio Capital Partners
Newton,
Massachusetts
|
$1K
|
+$344
|
+25
|
+40%
|
|
|
223
|
Omnia Family Wealth
Aventura,
Florida
|
$1K
|
+$1.18K
|
+86
|
New
|
|
|
224
|
Heartland Advisors
Milwaukee,
Wisconsin
|
–
|
-$9.03M
|
-644,790
|
Closed
|
|
|
225
|
|
–
|
-$3.16M
|
-225,846
|
Closed
|
|
