|
26
|
Summit Asset Management
Memphis,
Tennessee
|
$408K
|
–
|
–
|
–
|
|
|
27
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$391K
|
+$35.9K
|
+1,500
|
+10%
|
|
|
28
|
Osaic Holdings
Scottsdale,
Arizona
|
$378K
|
+$87.5K
|
+3,656
|
+30%
|
|
|
29
|
International Assets Investment Management
Orlando,
Florida
|
$295K
|
+$297K
|
+12,400
|
New
|
|
|
30
|
|
$276K
|
-$2.9M
|
-121,156
|
-91%
|
|
|
31
|
Diversify Advisory Services
Sandy,
Utah
|
$272K
|
+$40.9K
|
+1,709
|
+18%
|
|
|
32
|
Prosperity Wealth Management
San Ramon,
California
|
$258K
|
+$259K
|
+10,809
|
New
|
|
|
33
|
Argent Trust Co
Nashville,
Tennessee
|
$240K
|
+$13.9K
|
+581
|
+6%
|
|
|
34
|
Kestra Advisory Services
Austin,
Texas
|
$231K
|
+$232K
|
+9,701
|
New
|
|
|
35
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$201K
|
+$201K
|
+8,416
|
New
|
|
|
36
|
Camelot Portfolios
Maumee,
Ohio
|
$167K
|
+$167K
|
+6,994
|
New
|
|
|
37
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$100K
|
–
|
–
|
–
|
|
|
38
|
Principal Securities
Des Moines,
Iowa
|
$71K
|
+$2.39K
|
+100
|
+3%
|
|
|
39
|
Anfield Capital Management
Irvine,
California
|
$62.4K
|
+$62.7K
|
+2,620
|
New
|
|
|
40
|
|
$61K
|
+$61.3K
|
+2,560
|
New
|
|
|
41
|
Harbour Investments
Madison,
Wisconsin
|
$25K
|
–
|
–
|
–
|
|
|
42
|
Gradient Investments
Arden Hills,
Minnesota
|
$9.56K
|
+$9.6K
|
+401
|
New
|
|
|
43
|
Coppell Advisory Solutions
Coppell,
Texas
|
$2K
|
+$2.01K
|
+84
|
New
|
|
|
44
|
|
$50
|
+$24
|
+1
|
+100%
|
|
|
45
|
Fidelity Investments
Boston,
Massachusetts
|
$24
|
+$24
|
+1
|
New
|
|
|
46
|
Wells Fargo
San Francisco,
California
|
$18
|
+$24
|
+1
|
New
|
|
|
47
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
–
|
-$246K
|
-10,275
|
Closed
|
|
