|
326
|
TD Private Client Wealth
New York
|
$11K
|
–
|
–
|
–
|
|
|
327
|
Creative Financial Designs
Kokomo,
Indiana
|
$10K
|
–
|
–
|
–
|
|
|
328
|
Rockefeller Capital Management
New York
|
$10K
|
–
|
–
|
–
|
|
|
329
|
First Horizon Advisors
Memphis,
Tennessee
|
$9K
|
-$3.19K
|
-142
|
-28%
|
|
|
330
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$9K
|
+$1.03K
|
+46
|
+14%
|
|
|
331
|
Private Ocean
San Rafael,
California
|
$9K
|
+$8.82K
|
+393
|
New
|
|
|
332
|
Steward Partners Investment Advisory
New York
|
$8K
|
+$7.27K
|
+324
|
New
|
|
|
333
|
EARNEST Partners
Atlanta,
Georgia
|
$6K
|
–
|
–
|
–
|
|
|
334
|
Berman Capital Advisors
Atlanta,
Georgia
|
$6K
|
+$876
|
+39
|
+15%
|
|
|
335
|
Advisory Services Network
Atlanta,
Georgia
|
$5K
|
+$5.32K
|
+237
|
New
|
|
|
336
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$4K
|
–
|
–
|
–
|
|
|
337
|
Liberty Wealth Management
Oakland,
California
|
$4K
|
+$539
|
+24
|
+16%
|
|
|
338
|
Meeder Asset Management
Dublin,
Ohio
|
$4K
|
+$3.73K
|
+166
|
New
|
|
|
339
|
Raffa Wealth Management
Washington,
District of Columbia
|
$3.41K
|
–
|
–
|
–
|
|
|
340
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$3K
|
–
|
–
|
–
|
|
|
341
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$3K
|
–
|
–
|
–
|
|
|
342
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$3K
|
+$135
|
+6
|
+5%
|
|
|
343
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$2K
|
–
|
–
|
–
|
|
|
344
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$2K
|
–
|
–
|
–
|
|
|
345
|
TCI Wealth Advisors
Tucson,
Arizona
|
$2K
|
–
|
–
|
–
|
|
|
346
|
HM Payson & Co
Portland,
Maine
|
$2K
|
+$1.55K
|
+69
|
New
|
|
|
347
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2K
|
+$1.55K
|
+69
|
New
|
|
|
348
|
Glassman Wealth Services
Vienna,
Virginia
|
$1K
|
+$449
|
+20
|
+133%
|
|
|
349
|
Janiczek Wealth Management
Denver,
Colorado
|
$1K
|
+$786
|
+35
|
New
|
|
|
350
|
|
–
|
-$14.1M
|
-700,000
|
Closed
|
|
