|
26
|
Chatham Capital Group
Savannah,
Georgia
|
$237K
|
–
|
–
|
–
|
|
|
27
|
GW & Wade
Wellesley,
Massachusetts
|
$225K
|
–
|
–
|
–
|
|
|
28
|
Creative Planning
Overland Park,
Kansas
|
$211K
|
-$126K
|
-3,000
|
-38%
|
|
|
29
|
|
$205K
|
+$202K
|
+4,817
|
New
|
|
|
30
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$161K
|
–
|
–
|
–
|
|
|
31
|
Advisor Group
Phoenix,
Arizona
|
$154K
|
+$103K
|
+2,459
|
+218%
|
|
|
32
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$152K
|
+$461
|
+11
|
+0.3%
|
|
|
33
|
|
$120K
|
-$132K
|
-3,150
|
-53%
|
|
|
34
|
Envestnet Asset Management
Chicago,
Illinois
|
$84K
|
+$1.09K
|
+26
|
+1%
|
|
|
35
|
TCI Wealth Advisors
Tucson,
Arizona
|
$82K
|
–
|
–
|
–
|
|
|
36
|
Steward Partners Investment Advisory
New York
|
$53K
|
–
|
–
|
–
|
|
|
37
|
Geneos Wealth Management
Englewood,
Colorado
|
$51K
|
–
|
–
|
–
|
|
|
38
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$22K
|
–
|
–
|
–
|
|
|
39
|
Westside Investment Management
Santa Monica,
California
|
$21.2K
|
–
|
–
|
–
|
|
|
40
|
Global Retirement Partners
San Rafael,
California
|
$20K
|
–
|
–
|
–
|
|
|
41
|
Huntington National Bank
Columbus,
Ohio
|
$19K
|
–
|
–
|
–
|
|
|
42
|
IFP Advisors
Tampa,
Florida
|
$17K
|
+$126
|
+3
|
+0.7%
|
|
|
43
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$10K
|
–
|
–
|
–
|
|
|
44
|
Advisory Services Network
Atlanta,
Georgia
|
$9K
|
–
|
–
|
–
|
|
|
45
|
Next Financial Group
Houston,
Texas
|
$9K
|
–
|
–
|
–
|
|
|
46
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.27K
|
–
|
–
|
–
|
|
|
47
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
48
|
Bank of New York Mellon
New York
|
–
|
-$381K
|
-9,329
|
Closed
|
|
|
49
|
Institute for Wealth Management
Denver,
Colorado
|
–
|
-$224K
|
-5,560
|
Closed
|
|
|
50
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
–
|
-$5K
|
-120
|
Closed
|
|
