|
51
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$45K
|
-$13.3K
|
-682
|
-23%
|
|
|
52
|
Security National Trust
Wheeling,
West Virginia
|
$28K
|
–
|
–
|
–
|
|
|
53
|
TCI Wealth Advisors
Tucson,
Arizona
|
$24K
|
–
|
–
|
–
|
|
|
54
|
Concert Wealth Management
San Jose,
California
|
$16K
|
+$16.9K
|
+865
|
New
|
|
|
55
|
|
$14K
|
-$48.8K
|
-2,500
|
-77%
|
|
|
56
|
Oakworth Capital
Birmingham,
Alabama
|
$11K
|
–
|
–
|
–
|
|
|
57
|
Creative Planning
Overland Park,
Kansas
|
$10K
|
+$9.76K
|
+500
|
New
|
|
|
58
|
WealthPLAN Partners
Omaha,
Nebraska
|
$6.71K
|
-$18.6K
|
-952
|
-73%
|
|
|
59
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$5K
|
-$7.75K
|
-397
|
-61%
|
|
|
60
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$5K
|
-$6.25K
|
-320
|
-56%
|
|
|
61
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$5K
|
–
|
–
|
–
|
|
|
62
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$4K
|
-$9.76K
|
-500
|
-71%
|
|
|
63
|
US Bancorp
Minneapolis,
Minnesota
|
$4K
|
–
|
–
|
–
|
|
|
64
|
SEI Investments
Oaks,
Pennsylvania
|
$4K
|
+$4K
|
+205
|
New
|
|
|
65
|
Ironwood Financial
Tucson,
Arizona
|
$3K
|
–
|
–
|
–
|
|
|
66
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$2K
|
-$12.1K
|
-620
|
-89%
|
|
|
67
|
Duncker Streett & Co
St. Louis,
Missouri
|
$2K
|
–
|
–
|
–
|
|
|
68
|
Krilogy Financial
St. Louis,
Missouri
|
$1K
|
-$153K
|
-7,856
|
-99%
|
|
|
69
|
Apriem Advisors
Irvine,
California
|
$1K
|
–
|
–
|
–
|
|
|
70
|
|
$1K
|
–
|
–
|
–
|
|
|
71
|
Courage Miller Partners
Norfolk,
Virginia
|
–
|
-$1.41M
|
-74,339
|
Closed
|
|
|
72
|
Highwater Wealth Management
Glendale,
Colorado
|
–
|
-$195K
|
-10,285
|
Closed
|
|
|
73
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
–
|
-$189K
|
-9,998
|
Closed
|
|
|
74
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
–
|
-$15K
|
-811
|
Closed
|
|
