|
101
|
Laurel Wealth Planning
Edina,
Minnesota
|
$41K
|
+$40.1K
|
+1,600
|
New
|
|
|
102
|
Creative Financial Designs
Kokomo,
Indiana
|
$39K
|
+$37.6K
|
+1,500
|
New
|
|
|
103
|
Investors Research Corp
Atlanta,
Georgia
|
$26K
|
–
|
–
|
–
|
|
|
104
|
Lee Financial
Dallas,
Texas
|
$26K
|
–
|
–
|
–
|
|
|
105
|
Next Financial Group
Houston,
Texas
|
$25K
|
–
|
–
|
–
|
|
|
106
|
Clearview Wealth Advisors
Salem,
Oregon
|
$23K
|
+$22.8K
|
+910
|
New
|
|
|
107
|
American National Bank & Trust
Wichita Falls,
Texas
|
$21K
|
–
|
–
|
–
|
|
|
108
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$19K
|
–
|
–
|
–
|
|
|
109
|
Matthew Hamilton Rosenberg
|
$19K
|
–
|
–
|
–
|
|
|
110
|
Atlas Private Wealth Management
Albany,
New York
|
$18K
|
–
|
–
|
–
|
|
|
111
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$18K
|
+$17.5K
|
+700
|
New
|
|
|
112
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$16K
|
–
|
–
|
–
|
|
|
113
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$13K
|
–
|
–
|
–
|
|
|
114
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$12K
|
+$12.2K
|
+485
|
New
|
|
|
115
|
International Assets Investment Management
Orlando,
Florida
|
$10K
|
+$10K
|
+400
|
New
|
|
|
116
|
Parametric Portfolio Associates
Seattle,
Washington
|
–
|
-$822K
|
-32,911
|
Closed
|
|
|
117
|
Arete Wealth Advisors
Chicago,
Illinois
|
–
|
-$510K
|
-19,952
|
Closed
|
|
|
118
|
1ST Source Bank
South Bend,
Indiana
|
–
|
-$255K
|
-10,200
|
Closed
|
|
|
119
|
Western Wealth Management
Golden,
Colorado
|
–
|
-$203K
|
-8,120
|
Closed
|
|
|
120
|
|
–
|
-$81K
|
-3,250
|
Closed
|
|
|
121
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
–
|
-$50.7K
|
-2,028
|
Closed
|
|
|
122
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
–
|
-$20K
|
-802
|
Closed
|
|
|
123
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$25
|
+1
|
New
|
|
