|
1
|
South Shore Capital Advisors
Cohasset,
Massachusetts
|
$539K
|
–
|
–
|
–
|
|
|
2
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$308K
|
+$308K
|
+9,409
|
New
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$269K
|
-$98
|
-3
|
-0%
|
|
|
4
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$223K
|
–
|
–
|
–
|
|
|
5
|
Pathstone Family Office
Englewood,
New Jersey
|
$214K
|
–
|
–
|
–
|
|
|
6
|
Strategic Wealth Partners Group
Deerfield,
Illinois
|
$210K
|
+$327
|
+10
|
+0.2%
|
|
|
7
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$127K
|
+$4.22K
|
+129
|
+3%
|
|
|
8
|
William Blair & Company
Chicago,
Illinois
|
$57K
|
+$23.3K
|
+712
|
+70%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$50K
|
–
|
–
|
–
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$47K
|
+$44.8K
|
+1,369
|
+2,489%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$41K
|
-$233K
|
-7,117
|
-85%
|
|
|
12
|
GHP Investment Advisors
Denver,
Colorado
|
$27K
|
+$26.5K
|
+811
|
New
|
|
|
13
|
Asset Dedication LLC
San Francisco,
California
|
$11K
|
+$262
|
+8
|
+3%
|
|
|
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
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$5K
|
–
|
–
|
–
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4K
|
–
|
–
|
–
|
|
|
19
|
Stephens Consulting
Flint,
Michigan
|
$2.46K
|
–
|
–
|
–
|
|
|
20
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1K
|
-$491
|
-15
|
-30%
|
|
|
21
|
Fulcrum Equity Management
Plano,
Texas
|
–
|
-$3.82M
|
-108,657
|
Closed
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$412K
|
-11,727
|
Closed
|
|
|
23
|
Spire Wealth Management
Mclean,
Virginia
|
–
|
-$162K
|
-4,600
|
Closed
|
|
|
24
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
–
|
-$10K
|
-275
|
Closed
|
|
|
25
|
First Horizon Advisors
Memphis,
Tennessee
|
–
|
-$5K
|
-153
|
Closed
|
|
