|
51
|
Stifel Financial
St. Louis,
Missouri
|
$151K
|
–
|
–
|
–
|
|
|
52
|
CFM Wealth Partners
Austin,
Texas
|
$144K
|
–
|
–
|
–
|
|
|
53
|
Ranch Capital Advisors
Sarasota,
Florida
|
$127K
|
-$2.38K
|
-200
|
-2%
|
|
|
54
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$125K
|
+$125K
|
+10,566
|
New
|
|
|
55
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$121K
|
–
|
–
|
–
|
|
|
56
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$65K
|
–
|
–
|
–
|
|
|
57
|
US Bancorp
Minneapolis,
Minnesota
|
$52K
|
–
|
–
|
–
|
|
|
58
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$38K
|
-$20.2K
|
-1,698
|
-34%
|
|
|
59
|
Montag & Associates
Atlanta,
Georgia
|
$35K
|
–
|
–
|
–
|
|
|
60
|
CoreCap Advisors
Southfield,
Michigan
|
$30K
|
+$29.7K
|
+2,500
|
New
|
|
|
61
|
Bellevue Asset Management
Bellevue,
Washington
|
$26K
|
–
|
–
|
–
|
|
|
62
|
Harbour Investments
Madison,
Wisconsin
|
$22K
|
-$20.2K
|
-1,703
|
-47%
|
|
|
63
|
Gradient Investments
Arden Hills,
Minnesota
|
$15K
|
–
|
–
|
–
|
|
|
64
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$12K
|
–
|
–
|
–
|
|
|
65
|
Geneos Wealth Management
Englewood,
Colorado
|
$11K
|
–
|
–
|
–
|
|
|
66
|
TCI Wealth Advisors
Tucson,
Arizona
|
$10K
|
–
|
–
|
–
|
|
|
67
|
Caldwell Trust
Venice,
Florida
|
$5.91K
|
–
|
–
|
–
|
|
|
68
|
Bessemer Group
Woodbridge,
New Jersey
|
$5K
|
+$4.93K
|
+415
|
New
|
|
|
69
|
UMB Bank
Kansas City,
Missouri
|
$5K
|
+$5.23K
|
+440
|
New
|
|
|
70
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$4K
|
–
|
–
|
–
|
|
|
71
|
Macroview Investment Management
Bethesda,
Maryland
|
$3K
|
–
|
–
|
–
|
|
|
72
|
Centerpoint Advisors
Needham,
Massachusetts
|
$3K
|
+$3.08K
|
+259
|
New
|
|
|
73
|
Next Financial Group
Houston,
Texas
|
$2K
|
–
|
–
|
–
|
|
|
74
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$967K
|
-81,239
|
Closed
|
|
|
75
|
Mercer Global Advisors
Denver,
Colorado
|
–
|
-$315K
|
-26,475
|
Closed
|
|
