|
26
|
Accel Wealth Management
Waverly,
Iowa
|
$41K
|
–
|
–
|
–
|
|
|
27
|
Truvestments Capital
Sarasota,
Florida
|
$37K
|
+$40.1K
|
+455
|
New
|
|
|
28
|
|
$34K
|
–
|
–
|
–
|
|
|
29
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$31K
|
–
|
–
|
–
|
|
|
30
|
Cutler Group
San Francisco,
California
|
$29K
|
+$31.7K
|
+360
|
New
|
|
|
31
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$25K
|
+$26.4K
|
+300
|
New
|
|
|
32
|
Fidelity Investments
Boston,
Massachusetts
|
$18K
|
–
|
–
|
–
|
|
|
33
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$16K
|
–
|
–
|
–
|
|
|
34
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$13.2K
|
–
|
–
|
–
|
|
|
35
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$12K
|
–
|
–
|
–
|
|
|
36
|
Huntington National Bank
Columbus,
Ohio
|
$9K
|
–
|
–
|
–
|
|
|
37
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$9K
|
–
|
–
|
–
|
|
|
38
|
IFP Advisors
Tampa,
Florida
|
$7K
|
–
|
–
|
–
|
|
|
39
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6K
|
+$6.6K
|
+75
|
New
|
|
|
40
|
Ballast Advisors
Woodbury,
Minnesota
|
$5K
|
–
|
–
|
–
|
|
|
41
|
William Blair & Company
Chicago,
Illinois
|
$5K
|
–
|
–
|
–
|
|
|
42
|
Cavalier Investments
Alpharetta,
Georgia
|
–
|
-$3.1M
|
-30,602
|
Closed
|
|
|
43
|
Millennium Management
New York
|
–
|
-$287K
|
-2,832
|
Closed
|
|
|
44
|
Synovus Financial
Columbus,
Georgia
|
–
|
-$246K
|
-2,419
|
Closed
|
|
|
45
|
Truist Financial
Charlotte,
North Carolina
|
–
|
-$243K
|
-2,397
|
Closed
|
|
|
46
|
Stifel Financial
St. Louis,
Missouri
|
–
|
-$218K
|
-2,156
|
Closed
|
|
|
47
|
Koshinski Asset Management
Decatur,
Illinois
|
–
|
-$51.1K
|
-504
|
Closed
|
|
|
48
|
EPG Wealth Management
Atlanta,
Georgia
|
–
|
-$10K
|
-103
|
Closed
|
|
|
49
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
–
|
-$3K
|
-30
|
Closed
|
|
