|
26
|
Global Financial Private Client
Sarasota,
Florida
|
$154K
|
+$151K
|
+2,387
|
New
|
|
|
27
|
|
$147K
|
-$5.63K
|
-89
|
-4%
|
|
|
28
|
Steward Partners Investment Advisory
New York
|
$118K
|
–
|
–
|
–
|
|
|
29
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$93K
|
-$6.33K
|
-100
|
-6%
|
|
|
30
|
William Blair & Company
Chicago,
Illinois
|
$85K
|
–
|
–
|
–
|
|
|
31
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$55K
|
+$633
|
+10
|
+1%
|
|
|
32
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$52K
|
–
|
–
|
–
|
|
|
33
|
|
$51K
|
+$63
|
+1
|
+0.1%
|
|
|
34
|
Valeo Financial Advisors
Carmel,
Indiana
|
$42K
|
–
|
–
|
–
|
|
|
35
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$34K
|
–
|
–
|
–
|
|
|
36
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$32.2K
|
–
|
–
|
–
|
|
|
37
|
Verus Capital Partners
Scottsdale,
Arizona
|
$20K
|
+$19.2K
|
+303
|
New
|
|
|
38
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$19K
|
-$133K
|
-2,109
|
-88%
|
|
|
39
|
Next Financial Group
Houston,
Texas
|
$19K
|
–
|
–
|
–
|
|
|
40
|
Global Retirement Partners
San Rafael,
California
|
$11K
|
–
|
–
|
–
|
|
|
41
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$10K
|
-$1.52K
|
-24
|
-13%
|
|
|
42
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$9K
|
+$8.86K
|
+140
|
New
|
|
|
43
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$5K
|
+$4.49K
|
+71
|
New
|
|
|
44
|
QCI Asset Management
Pittsford,
New York
|
$3K
|
–
|
–
|
–
|
|
|
45
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
–
|
–
|
–
|
|
|
46
|
First Allied Advisory Services
San Diego,
California
|
–
|
-$15K
|
-250
|
Closed
|
|
|
47
|
Golden State Wealth Management
Santa Ana,
California
|
–
|
-$12K
|
-200
|
Closed
|
|
