|
51
|
Retirement Design & Management
Westport,
Connecticut
|
$247K
|
-$16.9K
|
-525
|
-6%
|
|
|
52
|
WFG Advisors
Dallas,
Texas
|
$221K
|
+$26.1K
|
+810
|
+13%
|
|
|
53
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$220K
|
+$97
|
+3
|
+0%
|
|
|
54
|
Cetera Advisor Networks
El Segundo,
California
|
$208K
|
–
|
–
|
–
|
|
|
55
|
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
|
$208K
|
+$212K
|
+6,561
|
New
|
|
|
56
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$207K
|
-$20.3K
|
-630
|
-9%
|
|
|
57
|
Joel Isaacson & Co
New York
|
$190K
|
+$193K
|
+6,000
|
New
|
|
|
58
|
Aris Wealth Services
State College,
Pennsylvania
|
$118K
|
–
|
–
|
–
|
|
|
59
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$93K
|
+$47.3K
|
+1,467
|
+96%
|
|
|
60
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$71K
|
+$32.8K
|
+1,017
|
+84%
|
|
|
61
|
US Bancorp
Minneapolis,
Minnesota
|
$58K
|
–
|
–
|
–
|
|
|
62
|
Westport Resources Management
Westport,
Connecticut
|
$56K
|
–
|
–
|
–
|
|
|
63
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$38K
|
+$38.7K
|
+1,200
|
New
|
|
|
64
|
Evercore Wealth Management
New York
|
$26K
|
+$26.6K
|
+825
|
New
|
|
|
65
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$11K
|
–
|
–
|
–
|
|
|
66
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$7K
|
-$7.45K
|
-231
|
-50%
|
|
|
67
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6K
|
+$5.9K
|
+183
|
New
|
|
|
68
|
Bartlett & Co
Cincinnati,
Ohio
|
$5K
|
–
|
–
|
–
|
|
|
69
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$4K
|
-$580
|
-18
|
-14%
|
|
|
70
|
West Oak Capital
Westlake Village,
California
|
$3.33K
|
+$3.38K
|
+105
|
New
|
|
|
71
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
–
|
-$14.5M
|
-449,820
|
Closed
|
|
|
72
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
–
|
-$12M
|
-372,567
|
Closed
|
|
|
73
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$66K
|
-2,052
|
Closed
|
|
