|
26
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$18K
|
-$1.18K
|
-25
|
-5%
|
|
|
27
|
IFP Advisors
Tampa,
Florida
|
$15K
|
+$18.4K
|
+389
|
New
|
|
|
28
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$13K
|
-$4.74K
|
-100
|
-23%
|
|
|
29
|
Fidelity Investments
Boston,
Massachusetts
|
$12K
|
+$7.72K
|
+163
|
+106%
|
|
|
30
|
Squar Milner Financial Services
Irvine,
California
|
$10K
|
+$10.6K
|
+223
|
+405%
|
|
|
31
|
Valeo Financial Advisors
Carmel,
Indiana
|
$9K
|
–
|
–
|
–
|
|
|
32
|
|
$6K
|
+$4.83K
|
+102
|
+165%
|
|
|
33
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5K
|
-$84.7K
|
-1,788
|
-93%
|
|
|
34
|
|
$3K
|
-$95
|
-2
|
-3%
|
|
|
35
|
Rockefeller Capital Management
New York
|
$3K
|
+$852
|
+18
|
+31%
|
|
|
36
|
Allworth Financial
Folsom,
California
|
$1K
|
–
|
–
|
–
|
|
|
37
|
Geneos Wealth Management
Englewood,
Colorado
|
$1K
|
–
|
–
|
–
|
|
|
38
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$1K
|
+$994
|
+21
|
New
|
|
|
39
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$1K
|
+$1.56K
|
+33
|
New
|
|
|
40
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$1K
|
+$1.71K
|
+36
|
New
|
|
|
41
|
Sandy Spring Bank
Olney,
Maryland
|
$1K
|
+$1.75K
|
+37
|
New
|
|
|
42
|
American Portfolios Advisors
Holbrook,
New York
|
$376
|
–
|
–
|
–
|
|
|
43
|
WealthSource Partners
San Luis Obispo,
California
|
–
|
-$3.6M
|
-69,542
|
Closed
|
|
|
44
|
Brown Brothers Harriman & Co
New York
|
–
|
-$2.23M
|
-42,929
|
Closed
|
|
|
45
|
LPL Financial
San Diego,
California
|
–
|
-$223K
|
-4,303
|
Closed
|
|
|
46
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
–
|
-$62K
|
-1,200
|
Closed
|
|
|
47
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
–
|
-$60K
|
-1,163
|
Closed
|
|
|
48
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
–
|
-$24K
|
-465
|
Closed
|
|
|
49
|
Great Diamond Partners
Portland,
Maine
|
–
|
-$7K
|
-154
|
Closed
|
|
|
50
|
Liberty Wealth Management
Oakland,
California
|
–
|
-$8K
|
-150
|
Closed
|
|
