|
26
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$281K
|
–
|
–
|
–
|
|
|
27
|
Steward Partners Investment Advisory
New York
|
$248K
|
–
|
–
|
–
|
|
|
28
|
|
$155K
|
-$53.9K
|
-825
|
-26%
|
|
|
29
|
Northwest Wealth Management
Spencer,
Iowa
|
$127K
|
–
|
–
|
–
|
|
|
30
|
|
$125K
|
-$1.9K
|
-29
|
-1%
|
|
|
31
|
KHP Capital
Tulsa,
Oklahoma
|
$106K
|
-$84.9K
|
-1,300
|
-44%
|
|
|
32
|
Huntington National Bank
Columbus,
Ohio
|
$104K
|
-$105K
|
-1,600
|
Closed
|
|
|
33
|
American Portfolios Advisors
Holbrook,
New York
|
$95.2K
|
–
|
–
|
–
|
|
|
34
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$71K
|
+$29.9K
|
+458
|
+72%
|
|
|
35
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$67K
|
+$67.8K
|
+1,037
|
New
|
|
|
36
|
Geneos Wealth Management
Englewood,
Colorado
|
$43K
|
+$43.8K
|
+671
|
New
|
|
|
37
|
IFP Advisors
Tampa,
Florida
|
$30K
|
–
|
–
|
–
|
|
|
38
|
YorkBridge Wealth Partners
New York
|
$25K
|
+$25.2K
|
+385
|
New
|
|
|
39
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$15K
|
-$6.53K
|
-100
|
-30%
|
|
|
40
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$15K
|
–
|
–
|
–
|
|
|
41
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$15K
|
+$15K
|
+230
|
New
|
|
|
42
|
Creative Financial Designs
Kokomo,
Indiana
|
$14K
|
–
|
–
|
–
|
|
|
43
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$13K
|
+$13.1K
|
+200
|
New
|
|
|
44
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$9K
|
–
|
–
|
–
|
|
|
45
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$5K
|
–
|
–
|
–
|
|
|
46
|
Bay Colony Advisors
Concord,
Massachusetts
|
$5K
|
+$5.36K
|
+82
|
New
|
|
|
47
|
Lenox Wealth Advisors
New York
|
$1K
|
+$653
|
+10
|
New
|
|
|
48
|
Voya Financial Advisors
Windsor,
Connecticut
|
–
|
-$1.07M
|
-16,738
|
Closed
|
|
|
49
|
IHT Wealth Management
Chicago,
Illinois
|
–
|
-$181K
|
-2,852
|
Closed
|
|
|
50
|
SEI Investments
Oaks,
Pennsylvania
|
–
|
-$184K
|
-2,834
|
Closed
|
|
