|
26
|
Creative Planning
Overland Park,
Kansas
|
$51K
|
+$46.4K
|
+1,454
|
+1,440%
|
|
|
27
|
MSI Financial Services
Springfield,
Massachusetts
|
$34K
|
-$223
|
-7
|
-0.7%
|
|
|
28
|
Integrated Wealth Counsel
Carmel,
California
|
$30K
|
+$29.4K
|
+921
|
New
|
|
|
29
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$15K
|
+$14.7K
|
+461
|
New
|
|
|
30
|
IFP Advisors
Tampa,
Florida
|
$13K
|
–
|
–
|
–
|
|
|
31
|
Geneos Wealth Management
Englewood,
Colorado
|
$12K
|
-$1.92K
|
-60
|
-14%
|
|
|
32
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$12K
|
–
|
–
|
–
|
|
|
33
|
Bank of America
Charlotte,
North Carolina
|
$11K
|
-$70.3K
|
-2,202
|
-87%
|
|
|
34
|
Tower Research Capital (TRC)
New York
|
$10K
|
-$989
|
-31
|
-9%
|
|
|
35
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$9K
|
–
|
–
|
–
|
|
|
36
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$6K
|
–
|
–
|
–
|
|
|
37
|
US Bancorp
Minneapolis,
Minnesota
|
$3K
|
+$926
|
+29
|
+38%
|
|
|
38
|
Reilly Financial Advisors
La Mesa,
California
|
$2K
|
–
|
–
|
–
|
|
|
39
|
Wells Fargo
San Francisco,
California
|
$2K
|
–
|
–
|
–
|
|
|
40
|
BlackRock Investment Management
Wilmington,
Delaware
|
$2K
|
+$96
|
+3
|
+6%
|
|
|
41
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$2K
|
+$2.43K
|
+76
|
New
|
|
|
42
|
Argentus Capital Management
Dallas,
Texas
|
$1K
|
-$223
|
-7
|
-13%
|
|
|
43
|
Destination Wealth Management
Walnut Creek,
California
|
–
|
-$300K
|
-9,139
|
Closed
|
|
|
44
|
New Vernon Capital Holdings II
Morristown,
New Jersey
|
–
|
-$264K
|
-8,219
|
Closed
|
|
|
45
|
HL Financial Services
Louisville,
Kentucky
|
–
|
-$214K
|
-6,510
|
Closed
|
|
|
46
|
|
–
|
-$21K
|
-629
|
Closed
|
|
|
47
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$13K
|
-400
|
Closed
|
|
