|
51
|
Bison Wealth
Atlanta,
Georgia
|
$225K
|
+$217K
|
+10,335
|
New
|
|
|
52
|
Commerce Bank
Kansas City,
Missouri
|
$200K
|
+$193K
|
+9,217
|
New
|
|
|
53
|
Spire Wealth Management
Mclean,
Virginia
|
$197K
|
+$192K
|
+9,157
|
New
|
|
|
54
|
Eudaimonia Partners
Winchester,
Tennessee
|
$182K
|
-$72.2K
|
-3,444
|
-29%
|
|
|
55
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$166K
|
+$1.28K
|
+61
|
+0.8%
|
|
|
56
|
Geneos Wealth Management
Englewood,
Colorado
|
$150K
|
–
|
–
|
–
|
|
|
57
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$85K
|
+$189
|
+9
|
+0.2%
|
|
|
58
|
Rockefeller Capital Management
New York
|
$76K
|
–
|
–
|
–
|
|
|
59
|
Harbour Investments
Madison,
Wisconsin
|
$76K
|
+$73.3K
|
+3,499
|
New
|
|
|
60
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$43K
|
–
|
–
|
–
|
|
|
61
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$36K
|
+$545
|
+26
|
+2%
|
|
|
62
|
TFO Wealth Partners
Maumee,
Ohio
|
$27K
|
+$26.2K
|
+1,248
|
New
|
|
|
63
|
|
$25K
|
–
|
–
|
–
|
|
|
64
|
Washington Trust
Westerly,
Rhode Island
|
$25K
|
+$24.1K
|
+1,151
|
New
|
|
|
65
|
Gradient Investments
Arden Hills,
Minnesota
|
$22K
|
–
|
–
|
–
|
|
|
66
|
Delta Asset Management
Memphis,
Tennessee
|
$15K
|
–
|
–
|
–
|
|
|
67
|
D'Orazio & Associates
Falls Church,
Virginia
|
$9K
|
+$8.38K
|
+400
|
New
|
|
|
68
|
American Portfolios Advisors
Holbrook,
New York
|
$7.61K
|
+$2.1K
|
+100
|
+40%
|
|
|
69
|
WealthShield Partners
Cary,
North Carolina
|
$7K
|
+$6.79K
|
+324
|
New
|
|
|
70
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$4K
|
+$63
|
+3
|
+2%
|
|
|
71
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$1K
|
–
|
–
|
–
|
|
|
72
|
US Bancorp
Minneapolis,
Minnesota
|
$1K
|
+$629
|
+30
|
New
|
|
|
73
|
1607 Capital Partners
Richmond,
Virginia
|
–
|
-$1.7M
|
-83,379
|
Closed
|
|
|
74
|
AQR Arbitrage
Greenwich,
Connecticut
|
–
|
-$344K
|
-16,903
|
Closed
|
|
|
75
|
Formidable Asset Management
Cincinnati,
Ohio
|
–
|
-$214K
|
-10,600
|
Closed
|
|
