|
51
|
William Blair & Company
Chicago,
Illinois
|
$55K
|
+$56.2K
|
+2,037
|
New
|
|
|
52
|
Raymond James Trust
St. Petersburg,
Florida
|
$47K
|
–
|
–
|
–
|
|
|
53
|
MSI Financial Services
Springfield,
Massachusetts
|
$31K
|
-$718
|
-26
|
-2%
|
|
|
54
|
|
$28K
|
-$911
|
-33
|
-3%
|
|
|
55
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$24K
|
–
|
–
|
–
|
|
|
56
|
D.A. Davidson & Co
Great Falls,
Montana
|
$22K
|
+$23K
|
+833
|
New
|
|
|
57
|
Bruderman Asset Management
Locust Valley,
New York
|
$18K
|
–
|
–
|
–
|
|
|
58
|
Advisory Services Network
Atlanta,
Georgia
|
$16K
|
–
|
–
|
–
|
|
|
59
|
Delta Asset Management
Memphis,
Tennessee
|
$15K
|
–
|
–
|
–
|
|
|
60
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$15K
|
–
|
–
|
–
|
|
|
61
|
Huntington National Bank
Columbus,
Ohio
|
$14K
|
–
|
–
|
–
|
|
|
62
|
Geneos Wealth Management
Englewood,
Colorado
|
$10K
|
–
|
–
|
–
|
|
|
63
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$9K
|
–
|
–
|
–
|
|
|
64
|
Penserra Capital Management
Orinda,
California
|
$7K
|
+$2.07K
|
+75
|
+35%
|
|
|
65
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$6.05K
|
+$138
|
+5
|
New
|
|
|
66
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$5K
|
+$83
|
+3
|
+2%
|
|
|
67
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5K
|
+$5.52K
|
+200
|
New
|
|
|
68
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$4K
|
-$66.6K
|
-2,413
|
-94%
|
|
|
69
|
Next Financial Group
Houston,
Texas
|
$4K
|
–
|
–
|
–
|
|
|
70
|
SEI Investments
Oaks,
Pennsylvania
|
$4K
|
+$1.22K
|
+44
|
+44%
|
|
|
71
|
Bartlett & Co
Cincinnati,
Ohio
|
$3K
|
–
|
–
|
–
|
|
|
72
|
IFP Advisors
Tampa,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
73
|
Highlander Capital Management
Short Hills,
New Jersey
|
$2K
|
–
|
–
|
–
|
|
|
74
|
US Bancorp
Minneapolis,
Minnesota
|
$1K
|
-$14.2K
|
-515
|
-91%
|
|
|
75
|
Shaker Financial Services
Arlington,
Virginia
|
–
|
-$521K
|
-18,700
|
Closed
|
|
