|
26
|
Creative Planning
Overland Park,
Kansas
|
$217K
|
+$230K
|
+5,312
|
New
|
|
|
27
|
Truvestments Capital
Sarasota,
Florida
|
$186K
|
+$197K
|
+4,566
|
New
|
|
|
28
|
Osaic Holdings
Scottsdale,
Arizona
|
$166K
|
-$41.4K
|
-958
|
-19%
|
|
|
29
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$137K
|
+$2.38K
|
+55
|
+2%
|
|
|
30
|
Fidelity Investments
Boston,
Massachusetts
|
$66K
|
+$39.9K
|
+922
|
+133%
|
|
|
31
|
William Blair & Company
Chicago,
Illinois
|
$59K
|
–
|
–
|
–
|
|
|
32
|
Steward Partners Investment Advisory
New York
|
$39K
|
–
|
–
|
–
|
|
|
33
|
Geneos Wealth Management
Englewood,
Colorado
|
$23K
|
–
|
–
|
–
|
|
|
34
|
Advisornet Financial
Minnetonka,
Minnesota
|
$17K
|
–
|
–
|
–
|
|
|
35
|
Rockefeller Capital Management
New York
|
$16K
|
+$17.3K
|
+400
|
New
|
|
|
36
|
Creative Financial Designs
Kokomo,
Indiana
|
$12K
|
–
|
–
|
–
|
|
|
37
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$10K
|
–
|
–
|
–
|
|
|
38
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$8K
|
–
|
–
|
–
|
|
|
39
|
Front Row Advisors
Tiburon,
California
|
$6K
|
–
|
–
|
–
|
|
|
40
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$1K
|
+$346
|
+8
|
+160%
|
|
|
41
|
Westside Investment Management
Santa Monica,
California
|
$20
|
–
|
–
|
–
|
|
|
42
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$207K
|
-4,783
|
Closed
|
|
|
43
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$80K
|
-1,772
|
Closed
|
|
|
44
|
Global Retirement Partners
San Rafael,
California
|
–
|
-$20K
|
-463
|
Closed
|
|
|
45
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$10K
|
-233
|
Closed
|
|
|
46
|
Barclays
London,
United Kingdom
|
–
|
+$43
|
+1
|
New
|
|
