|
26
|
Advisor Partners
Walnut Creek,
California
|
$212K
|
+$208K
|
+3,522
|
New
|
|
|
27
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$128K
|
–
|
–
|
–
|
|
|
28
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$109K
|
–
|
–
|
–
|
|
|
29
|
Creative Planning
Overland Park,
Kansas
|
$91K
|
+$35K
|
+593
|
+65%
|
|
|
30
|
North Star Investment Management
Chicago,
Illinois
|
$90K
|
+$88.6K
|
+1,500
|
New
|
|
|
31
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$80K
|
–
|
–
|
–
|
|
|
32
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$60.2K
|
+$17.7K
|
+300
|
+43%
|
|
|
33
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$48K
|
+$46.5K
|
+787
|
New
|
|
|
34
|
Ameriprise
Minneapolis,
Minnesota
|
$43K
|
-$2.07K
|
-35
|
-5%
|
|
|
35
|
Envestnet Asset Management
Chicago,
Illinois
|
$41K
|
+$39.7K
|
+673
|
New
|
|
|
36
|
MSI Financial Services
Springfield,
Massachusetts
|
$40K
|
–
|
–
|
–
|
|
|
37
|
US Bancorp
Minneapolis,
Minnesota
|
$40K
|
–
|
–
|
–
|
|
|
38
|
Partnervest Advisory Services
Santa Barbara,
California
|
$8K
|
–
|
–
|
–
|
|
|
39
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$8K
|
–
|
–
|
–
|
|
|
40
|
Boston Private Bank & Trust
Boston,
Massachusetts
|
$6K
|
+$5.9K
|
+100
|
New
|
|
|
41
|
Community Financial System
Syracuse,
New York
|
$5K
|
–
|
–
|
–
|
|
|
42
|
New England Securities
New York
|
$1K
|
–
|
–
|
–
|
|
|
43
|
Keystone Financial Planning
Cleveland,
Ohio
|
–
|
-$375K
|
-6,350
|
Closed
|
|
|
44
|
Litman Gregory Wealth Management
Larkspur,
California
|
–
|
-$17K
|
-280
|
Closed
|
|
|
45
|
Tower Research Capital (TRC)
New York
|
–
|
-$4K
|
-73
|
Closed
|
|
