|
26
|
TownSquare Capital
Provo,
Utah
|
$208K
|
–
|
–
|
–
|
|
|
27
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$188K
|
+$215K
|
+22,500
|
New
|
|
|
28
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$182K
|
–
|
–
|
–
|
|
|
29
|
Financial Advocates Investment Management
Olympia,
Washington
|
$168K
|
+$193K
|
+20,200
|
New
|
|
|
30
|
Creative Planning
Overland Park,
Kansas
|
$140K
|
–
|
–
|
–
|
|
|
31
|
Atria Wealth Solutions
New York
|
$117K
|
-$20K
|
-2,100
|
-13%
|
|
|
32
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$109K
|
+$125K
|
+13,099
|
New
|
|
|
33
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$107K
|
–
|
–
|
–
|
|
|
34
|
HighTower Advisors
Chicago,
Illinois
|
$91K
|
-$38.1K
|
-4,000
|
-27%
|
|
|
35
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$84.2K
|
–
|
–
|
–
|
|
|
36
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$60K
|
+$68.6K
|
+7,192
|
New
|
|
|
37
|
Geneos Wealth Management
Englewood,
Colorado
|
$30.9K
|
+$35.3K
|
+3,700
|
New
|
|
|
38
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17K
|
–
|
–
|
–
|
|
|
39
|
Comerica Bank
Dallas,
Texas
|
$16.7K
|
+$19.1K
|
+2,000
|
New
|
|
|
40
|
Impact Partnership Wealth
Marietta,
Georgia
|
$8.34K
|
+$9.54K
|
+1,000
|
New
|
|
|
41
|
US Bancorp
Minneapolis,
Minnesota
|
$2.5K
|
–
|
–
|
–
|
|
|
42
|
FNY Investment Advisers
New York
|
$1K
|
–
|
–
|
–
|
|
|
43
|
Fidelity Investments
Boston,
Massachusetts
|
$8
|
+$10
|
+1
|
New
|
|
|
44
|
D.A. Davidson & Co
Great Falls,
Montana
|
–
|
-$133K
|
-13,615
|
Closed
|
|
|
45
|
ICA Group Wealth Management
Denver,
Colorado
|
–
|
-$17.8K
|
-1,820
|
Closed
|
|
