|
26
|
SVB Wealth
Boston,
Massachusetts
|
$58K
|
-$9.68K
|
-578
|
-15%
|
|
|
27
|
UMB Bank
Kansas City,
Missouri
|
$58K
|
+$55.3K
|
+3,300
|
New
|
|
|
28
|
Rockefeller Capital Management
New York
|
$43K
|
–
|
–
|
–
|
|
|
29
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$42K
|
+$4.81K
|
+287
|
+13%
|
|
|
30
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$26K
|
-$25.1K
|
-1,500
|
-50%
|
|
|
31
|
Advisornet Financial
Minnetonka,
Minnesota
|
$23K
|
–
|
–
|
–
|
|
|
32
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$23K
|
+$21.6K
|
+1,290
|
New
|
|
|
33
|
Geneos Wealth Management
Englewood,
Colorado
|
$21K
|
–
|
–
|
–
|
|
|
34
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$21K
|
+$20.1K
|
+1,200
|
New
|
|
|
35
|
Tower Research Capital (TRC)
New York
|
$20K
|
+$18.6K
|
+1,108
|
+13,850%
|
|
|
36
|
Wolff Wiese Magana
Carslbad,
California
|
$17K
|
–
|
–
|
–
|
|
|
37
|
Addison Advisors
Middlebury,
Vermont
|
$16K
|
–
|
–
|
–
|
|
|
38
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$15K
|
+$14.3K
|
+851
|
New
|
|
|
39
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$10K
|
+$9.26K
|
+553
|
New
|
|
|
40
|
Steward Partners Investment Advisory
New York
|
$10K
|
+$9.56K
|
+571
|
New
|
|
|
41
|
Koshinski Asset Management
Decatur,
Illinois
|
$7.22K
|
+$100
|
+6
|
+1%
|
|
|
42
|
Next Financial Group
Houston,
Texas
|
$6K
|
-$1.34K
|
-80
|
-20%
|
|
|
43
|
US Bancorp
Minneapolis,
Minnesota
|
$5K
|
–
|
–
|
–
|
|
|
44
|
CoreCap Advisors
Southfield,
Michigan
|
$4K
|
+$4.19K
|
+250
|
New
|
|
|
45
|
Wolverine Asset Management
Chicago,
Illinois
|
–
|
-$342K
|
-21,714
|
Closed
|
|
|
46
|
Cetera Advisor Networks
El Segundo,
California
|
–
|
-$261K
|
-16,549
|
Closed
|
|
|
47
|
Bessemer Group
Woodbridge,
New Jersey
|
–
|
-$110K
|
-7,000
|
Closed
|
|
|
48
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
–
|
-$98K
|
-6,236
|
Closed
|
|
|
49
|
Global Retirement Partners
San Rafael,
California
|
–
|
-$30K
|
-1,875
|
Closed
|
|
|
50
|
Ranch Capital Advisors
Sarasota,
Florida
|
–
|
-$28K
|
-1,750
|
Closed
|
|
