|
26
|
Bank of America
Charlotte,
North Carolina
|
$260K
|
-$6.75K
|
-226
|
-3%
|
|
|
27
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$216K
|
+$210K
|
+7,042
|
New
|
|
|
28
|
|
$214K
|
+$186K
|
+6,213
|
+793%
|
|
|
29
|
Financial Consulate
Hunt Valley,
Maryland
|
$203K
|
+$198K
|
+6,631
|
New
|
|
|
30
|
Creative Planning
Overland Park,
Kansas
|
$84K
|
+$63.2K
|
+2,115
|
+340%
|
|
|
31
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$64K
|
+$50.8K
|
+1,702
|
+446%
|
|
|
32
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$52K
|
+$35K
|
+1,172
|
+217%
|
|
|
33
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$28K
|
+$26.9K
|
+900
|
New
|
|
|
34
|
Allworth Financial
Folsom,
California
|
$24K
|
+$23.1K
|
+775
|
New
|
|
|
35
|
Advisor Group
Phoenix,
Arizona
|
$21K
|
+$14.9K
|
+500
|
+250%
|
|
|
36
|
Tortoise Investment Management
White Plains,
New York
|
$11K
|
–
|
–
|
–
|
|
|
37
|
|
$10K
|
-$209
|
-7
|
-2%
|
|
|
38
|
Perigon Wealth Management
San Francisco,
California
|
$8K
|
–
|
–
|
–
|
|
|
39
|
IFP Advisors
Tampa,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
40
|
Wells Fargo
San Francisco,
California
|
$3K
|
–
|
–
|
–
|
|
|
41
|
Steward Partners Investment Advisory
New York
|
$3K
|
+$3.55K
|
+119
|
New
|
|
|
42
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$2K
|
–
|
–
|
–
|
|
|
43
|
Virtu KCG Holdings
New York
|
–
|
-$817K
|
-28,784
|
Closed
|
|
|
44
|
Domani Wealth
Lancaster,
Pennsylvania
|
–
|
-$241K
|
-8,490
|
Closed
|
|
|
45
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$222K
|
-7,805
|
Closed
|
|
|
46
|
|
–
|
-$85K
|
-3,000
|
Closed
|
|
|
47
|
Stanford Investment Group
Mountain View,
California
|
–
|
-$57K
|
-2,000
|
Closed
|
|
|
48
|
UBS Group
Zurich,
Switzerland
|
–
|
-$23K
|
-812
|
Closed
|
|
|
49
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
–
|
-$17K
|
-602
|
Closed
|
|
|
50
|
Vigilant Capital Management
Portland,
Maine
|
–
|
-$1K
|
-50
|
Closed
|
|
