|
601
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$16K
|
+$16.3K
|
+147
|
New
|
|
|
602
|
Bruderman Asset Management
Locust Valley,
New York
|
$14K
|
–
|
–
|
–
|
|
|
603
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$14K
|
–
|
–
|
–
|
|
|
604
|
Evercore Wealth Management
New York
|
$14K
|
–
|
–
|
–
|
|
|
605
|
WealthPLAN Partners
Omaha,
Nebraska
|
$12.2K
|
+$24.5K
|
+220
|
New
|
|
|
606
|
Delphi Private Advisors
San Diego,
California
|
$12K
|
–
|
–
|
–
|
|
|
607
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$12K
|
–
|
–
|
–
|
|
|
608
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$12K
|
+$4K
|
+36
|
+49%
|
|
|
609
|
Raffa Wealth Management
Washington,
District of Columbia
|
$11.7K
|
–
|
–
|
–
|
|
|
610
|
First New York Securities
New York
|
$11.1K
|
–
|
–
|
–
|
|
|
611
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$11K
|
–
|
–
|
–
|
|
|
612
|
Endurance Wealth Management
Providence,
Rhode Island
|
$11K
|
–
|
–
|
–
|
|
|
613
|
Physicians Financial Services
Raleigh,
North Carolina
|
$11K
|
–
|
–
|
–
|
|
|
614
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$8K
|
–
|
–
|
–
|
|
|
615
|
Perigon Wealth Management
San Francisco,
California
|
$7K
|
+$6.56K
|
+59
|
New
|
|
|
616
|
Proficio Capital Partners
Newton,
Massachusetts
|
$6K
|
+$4.22K
|
+38
|
+345%
|
|
|
617
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5K
|
+$222
|
+2
|
+4%
|
|
|
618
|
New Harbor Financial Group
Worcester,
Massachusetts
|
$5K
|
+$5.56K
|
+50
|
New
|
|
|
619
|
D. Scott Neal
Lexington,
Kentucky
|
$4K
|
–
|
–
|
–
|
|
|
620
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$4K
|
+$3.89K
|
+35
|
New
|
|
|
621
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$3K
|
-$13.7K
|
-123
|
-80%
|
|
|
622
|
First Interstate Bank
Billings,
Montana
|
$3K
|
–
|
–
|
–
|
|
|
623
|
Tarbox Family Office
Newport Beach,
California
|
$3K
|
–
|
–
|
–
|
|
|
624
|
Zions Bancorporation
Salt Lake City,
Utah
|
$3K
|
–
|
–
|
–
|
|
|
625
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$2K
|
–
|
–
|
–
|
|
