|
76
|
Segment Wealth Management
Houston,
Texas
|
$288K
|
–
|
–
|
–
|
|
|
77
|
First American Trust
Santa Ana,
California
|
$279K
|
–
|
–
|
–
|
|
|
78
|
Cetera Advisor Networks
El Segundo,
California
|
$273K
|
-$10.3K
|
-400
|
-4%
|
|
|
79
|
Parasol Investment Management
Westmont,
Illinois
|
$259K
|
+$7.74K
|
+300
|
+3%
|
|
|
80
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$253K
|
+$56.8K
|
+2,200
|
+29%
|
|
|
81
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$250K
|
+$186K
|
+7,200
|
+289%
|
|
|
82
|
M&T Bank
Buffalo,
New York
|
$245K
|
+$14.4K
|
+560
|
+6%
|
|
|
83
|
Two Sigma Securities
New York
|
$236K
|
-$14.3K
|
-556
|
-6%
|
|
|
84
|
Alexandria Capital
Arlington,
Virginia
|
$178K
|
–
|
–
|
–
|
|
|
85
|
MSI Financial Services
Springfield,
Massachusetts
|
$140K
|
+$37.5K
|
+1,453
|
+37%
|
|
|
86
|
Perigon Wealth Management
San Francisco,
California
|
$126K
|
+$126K
|
+4,881
|
New
|
|
|
87
|
Community Bank
Dewitt,
New York
|
$116K
|
-$8.38K
|
-325
|
-7%
|
|
|
88
|
Next Financial Group
Houston,
Texas
|
$99K
|
+$800
|
+31
|
+0.8%
|
|
|
89
|
Barnett & Company
Chattanooga,
Tennessee
|
$50K
|
+$3.23K
|
+125
|
+7%
|
|
|
90
|
D.A. Davidson & Co
Great Falls,
Montana
|
$44K
|
+$44.2K
|
+1,714
|
New
|
|
|
91
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$26K
|
–
|
–
|
–
|
|
|
92
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$25.8K
|
–
|
–
|
–
|
|
|
93
|
Wealthcare Capital Management
Richmond,
Virginia
|
$21K
|
–
|
–
|
–
|
|
|
94
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$21K
|
+$20.6K
|
+800
|
New
|
|
|
95
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$17.2K
|
+$17.2K
|
+667
|
New
|
|
|
96
|
Creative Planning
Overland Park,
Kansas
|
$15K
|
–
|
–
|
–
|
|
|
97
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$10K
|
-$258K
|
-10,000
|
-96%
|
|
|
98
|
|
$6K
|
–
|
–
|
–
|
|
|
99
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
100
|
|
–
|
-$10M
|
-386,972
|
Closed
|
|
