|
51
|
Legacy Bridge
West Des Moines,
Iowa
|
$34K
|
–
|
–
|
–
|
|
|
52
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$31K
|
–
|
–
|
–
|
|
|
53
|
US Bancorp
Minneapolis,
Minnesota
|
$29K
|
+$29K
|
+1,128
|
New
|
|
|
54
|
Clearstead Advisors
Cleveland,
Ohio
|
$27K
|
+$27.1K
|
+1,057
|
New
|
|
|
55
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$26K
|
–
|
–
|
–
|
|
|
56
|
Brown Brothers Harriman & Co
New York
|
$25K
|
–
|
–
|
–
|
|
|
57
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$23K
|
–
|
–
|
–
|
|
|
58
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$21K
|
+$20.5K
|
+800
|
New
|
|
|
59
|
Huntington National Bank
Columbus,
Ohio
|
$20K
|
–
|
–
|
–
|
|
|
60
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$16K
|
–
|
–
|
–
|
|
|
61
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$12K
|
+$11.8K
|
+461
|
New
|
|
|
62
|
Optimum Investment Advisors
Chicago,
Illinois
|
$10K
|
–
|
–
|
–
|
|
|
63
|
TCI Wealth Advisors
Tucson,
Arizona
|
$10K
|
–
|
–
|
–
|
|
|
64
|
Covington Capital Management
Los Angeles,
California
|
$9K
|
–
|
–
|
–
|
|
|
65
|
|
$8K
|
–
|
–
|
–
|
|
|
66
|
Global Retirement Partners
San Rafael,
California
|
$6K
|
–
|
–
|
–
|
|
|
67
|
American Portfolios Advisors
Holbrook,
New York
|
$4.52K
|
–
|
–
|
–
|
|
|
68
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$3K
|
–
|
–
|
–
|
|
|
69
|
Valeo Financial Advisors
Carmel,
Indiana
|
$2K
|
–
|
–
|
–
|
|
|
70
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
–
|
-$3.35M
|
-132,468
|
Closed
|
|
|
71
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
–
|
-$1.93M
|
-76,460
|
Closed
|
|
|
72
|
Cetera Advisor Networks
El Segundo,
California
|
–
|
-$9K
|
-350
|
Closed
|
|
|
73
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$9K
|
-340
|
Closed
|
|
|
74
|
Rockefeller Capital Management
New York
|
–
|
-$7K
|
-291
|
Closed
|
|
|
75
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
–
|
-$3.05K
|
-120
|
Closed
|
|
