|
1
|
Fulcrum Equity Management
Plano,
Texas
|
$2.41M
|
+$2.34M
|
+73,359
|
New
|
|
|
2
|
South Shore Capital Advisors
Cohasset,
Massachusetts
|
$541K
|
–
|
–
|
–
|
|
|
3
|
|
$478K
|
+$463K
|
+14,538
|
New
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$357K
|
+$346K
|
+10,854
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$270K
|
–
|
–
|
–
|
|
|
6
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$224K
|
–
|
–
|
–
|
|
|
7
|
Pathstone Family Office
Englewood,
New Jersey
|
$215K
|
+$208K
|
+6,528
|
New
|
|
|
8
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$68K
|
+$65.8K
|
+2,063
|
New
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$58K
|
+$46.2K
|
+1,450
|
+490%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$50K
|
–
|
–
|
–
|
|
|
11
|
William Blair & Company
Chicago,
Illinois
|
$32K
|
+$30.6K
|
+961
|
New
|
|
|
12
|
Asset Dedication LLC
San Francisco,
California
|
$10K
|
+$9.98K
|
+313
|
New
|
|
|
13
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$8K
|
–
|
–
|
–
|
|
|
14
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$5K
|
–
|
–
|
–
|
|
|
15
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5K
|
–
|
–
|
–
|
|
|
16
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$5K
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4K
|
–
|
–
|
–
|
|
|
18
|
First Horizon Advisors
Memphis,
Tennessee
|
$3K
|
+$3.22K
|
+101
|
New
|
|
|
19
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$2K
|
+$1.12K
|
+35
|
+233%
|
|
|
20
|
Advisory Services Network
Atlanta,
Georgia
|
$2K
|
+$2.14K
|
+67
|
New
|
|
|
21
|
Spire Wealth Management
Mclean,
Virginia
|
–
|
-$140K
|
-4,600
|
Closed
|
|
|
22
|
|
–
|
+$96
|
+3
|
New
|
|
