|
101
|
Archford Capital Strategies
Swansea,
Illinois
|
$168K
|
+$162K
|
+6,255
|
New
|
|
|
102
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$165K
|
+$159K
|
+6,140
|
New
|
|
|
103
|
Bellwether Investment Group
Chattanooga,
Tennessee
|
$76K
|
+$73.7K
|
+2,842
|
New
|
|
|
104
|
Creative Planning
Overland Park,
Kansas
|
$59K
|
+$30.2K
|
+1,164
|
+114%
|
|
|
105
|
Next Financial Group
Houston,
Texas
|
$46K
|
–
|
–
|
–
|
|
|
106
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$45K
|
+$14.9K
|
+576
|
+52%
|
|
|
107
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$41K
|
+$39.1K
|
+1,510
|
New
|
|
|
108
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$35K
|
–
|
–
|
–
|
|
|
109
|
Advisory Services Network
Atlanta,
Georgia
|
$24K
|
+$23.3K
|
+898
|
New
|
|
|
110
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$24K
|
+$23.6K
|
+910
|
New
|
|
|
111
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$22K
|
–
|
–
|
–
|
|
|
112
|
AllSquare Wealth Management
Albany,
New York
|
$15K
|
–
|
–
|
–
|
|
|
113
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$14K
|
–
|
–
|
–
|
|
|
114
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$13K
|
–
|
–
|
–
|
|
|
115
|
SignatureFD
Atlanta,
Georgia
|
$13K
|
–
|
–
|
–
|
|
|
116
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$13K
|
+$13K
|
+500
|
New
|
|
|
117
|
Highlander Capital Management
Short Hills,
New Jersey
|
$8K
|
–
|
–
|
–
|
|
|
118
|
|
$3K
|
–
|
–
|
–
|
|
|
119
|
MCF Advisors
Covington,
Kentucky
|
$2K
|
–
|
–
|
–
|
|
|
120
|
Meritage Portfolio Management
Overland Park,
Kansas
|
–
|
-$13.7M
|
-535,255
|
Closed
|
|
|
121
|
American International Group
New York
|
–
|
-$9.08M
|
-353,833
|
Closed
|
|
|
122
|
|
–
|
-$7.29M
|
-284,101
|
Closed
|
|
|
123
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
–
|
-$405K
|
-15,752
|
Closed
|
|
|
124
|
Concorde Asset Management
Ann Arbor,
Michigan
|
–
|
-$206K
|
-8,035
|
Closed
|
|
|
125
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
–
|
-$70K
|
-2,717
|
Closed
|
|
