|
1
|
Fulcrum Equity Management
Plano,
Texas
|
$2.39M
|
-$13.2K
|
-389
|
-0.5%
|
|
|
2
|
South Shore Capital Advisors
Cohasset,
Massachusetts
|
$539K
|
–
|
–
|
–
|
|
|
3
|
|
$488K
|
+$12.6K
|
+374
|
+3%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$289K
|
-$68.7K
|
-2,033
|
-19%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$268K
|
–
|
–
|
–
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$261K
|
+$210K
|
+6,218
|
+356%
|
|
|
7
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$223K
|
–
|
–
|
–
|
|
|
8
|
Pathstone Family Office
Englewood,
New Jersey
|
$214K
|
–
|
–
|
–
|
|
|
9
|
Strategic Wealth Partners Group
Deerfield,
Illinois
|
$206K
|
+$213K
|
+6,288
|
New
|
|
|
10
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$93K
|
+$26.6K
|
+786
|
+38%
|
|
|
11
|
William Blair & Company
Chicago,
Illinois
|
$31K
|
–
|
–
|
–
|
|
|
12
|
Asset Dedication LLC
San Francisco,
California
|
$10K
|
–
|
–
|
–
|
|
|
13
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$9K
|
+$845
|
+25
|
+10%
|
|
|
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
|
+$541
|
+16
|
+16%
|
|
|
19
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$2K
|
–
|
–
|
–
|
|
|
20
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$2K
|
-67
|
Closed
|
|
