|
51
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$43K
|
–
|
–
|
–
|
|
|
52
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$42K
|
+$56K
|
+4,024
|
New
|
|
|
53
|
Next Financial Group
Houston,
Texas
|
$40K
|
+$54.3K
|
+3,903
|
New
|
|
|
54
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$39K
|
–
|
–
|
–
|
|
|
55
|
Caldwell Trust
Venice,
Florida
|
$31.9K
|
–
|
–
|
–
|
|
|
56
|
Zions Bancorporation
Salt Lake City,
Utah
|
$21K
|
–
|
–
|
–
|
|
|
57
|
North Star Investment Management
Chicago,
Illinois
|
$20K
|
–
|
–
|
–
|
|
|
58
|
EPG Wealth Management
Atlanta,
Georgia
|
$14K
|
+$19.3K
|
+1,384
|
New
|
|
|
59
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$12K
|
+$1.09K
|
+78
|
+7%
|
|
|
60
|
Golden State Wealth Management
Santa Ana,
California
|
$11K
|
+$14.7K
|
+1,054
|
New
|
|
|
61
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$10K
|
–
|
–
|
–
|
|
|
62
|
Bartlett & Co
Cincinnati,
Ohio
|
$9K
|
+$11.4K
|
+822
|
New
|
|
|
63
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$8.51K
|
–
|
–
|
–
|
|
|
64
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$7K
|
+$9.01K
|
+647
|
New
|
|
|
65
|
Panagora Asset Management
Boston,
Massachusetts
|
$6K
|
+$2.05K
|
+147
|
+33%
|
|
|
66
|
Security National Trust
Wheeling,
West Virginia
|
$6K
|
+$7.59K
|
+545
|
New
|
|
|
67
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$5K
|
+$6.89K
|
+495
|
New
|
|
|
68
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$5K
|
+$7.13K
|
+512
|
New
|
|
|
69
|
Advisornet Financial
Minnetonka,
Minnesota
|
$4K
|
–
|
–
|
–
|
|
|
70
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$4K
|
+$292
|
+21
|
+6%
|
|
|
71
|
Gradient Investments
Arden Hills,
Minnesota
|
$3K
|
+$3.56K
|
+256
|
New
|
|
|
72
|
Geneos Wealth Management
Englewood,
Colorado
|
$1K
|
–
|
–
|
–
|
|
|
73
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
–
|
-$772K
|
-50,977
|
Closed
|
|
|
74
|
|
–
|
-$646K
|
-42,694
|
Closed
|
|
|
75
|
Shaker Financial Services
Arlington,
Virginia
|
–
|
-$352K
|
-23,253
|
Closed
|
|
