|
26
|
Mariner
Overland Park,
Kansas
|
$337K
|
+$339K
|
+10,715
|
New
|
|
|
27
|
Cobiz Wealth
Denver,
Colorado
|
$328K
|
-$205K
|
-6,480
|
-38%
|
|
|
28
|
Lynch & Associates
Newburgh,
Indiana
|
$315K
|
+$44.4K
|
+1,405
|
+16%
|
|
|
29
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$244K
|
-$4.37M
|
-138,384
|
-95%
|
|
|
30
|
IFP Advisors
Tampa,
Florida
|
$206K
|
+$132K
|
+4,186
|
+178%
|
|
|
31
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$114K
|
+$114K
|
+3,623
|
New
|
|
|
32
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$94K
|
-$71.6K
|
-2,267
|
-43%
|
|
|
33
|
Bank of America
Charlotte,
North Carolina
|
$90K
|
-$8.09K
|
-256
|
-8%
|
|
|
34
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$84K
|
+$66.9K
|
+2,116
|
+373%
|
|
|
35
|
UBS Group
Zurich,
Switzerland
|
$81K
|
-$75.8K
|
-2,400
|
-48%
|
|
|
36
|
|
$77K
|
+$9.96K
|
+315
|
+15%
|
|
|
37
|
Krilogy Financial
St. Louis,
Missouri
|
$66K
|
+$6.32K
|
+200
|
+10%
|
|
|
38
|
Geneos Wealth Management
Englewood,
Colorado
|
$66K
|
+$12.1K
|
+383
|
+22%
|
|
|
39
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$44.9K
|
+$12.6K
|
+399
|
+39%
|
|
|
40
|
MCF Advisors
Covington,
Kentucky
|
$36K
|
+$36.5K
|
+1,156
|
New
|
|
|
41
|
Concert Wealth Management
San Jose,
California
|
$35K
|
+$35.9K
|
+1,136
|
New
|
|
|
42
|
Creative Planning
Overland Park,
Kansas
|
$16K
|
+$9.48K
|
+300
|
+149%
|
|
|
43
|
WFG Advisors
Dallas,
Texas
|
$12K
|
+$32
|
+1
|
+0.3%
|
|
|
44
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$9K
|
+$3.89K
|
+123
|
+75%
|
|
|
45
|
MSI Financial Services
Springfield,
Massachusetts
|
$7K
|
–
|
–
|
–
|
|
|
46
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$4.56K
|
–
|
–
|
–
|
|
|
47
|
AllSquare Wealth Management
Albany,
New York
|
$2K
|
–
|
–
|
–
|
|
|
48
|
High Falls Advisors
Rochester,
New York
|
–
|
-$1.92M
|
-62,639
|
Closed
|
|
|
49
|
Giralda Advisors
New York
|
–
|
-$1.4M
|
-46,044
|
Closed
|
|
|
50
|
WealthSource Partners
San Luis Obispo,
California
|
–
|
-$1.08M
|
-35,575
|
Closed
|
|
