|
26
|
Mariner
Overland Park,
Kansas
|
$481K
|
–
|
–
|
–
|
|
|
27
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$444K
|
+$450K
|
+46,488
|
New
|
|
|
28
|
UBS Group
Zurich,
Switzerland
|
$298K
|
+$302K
|
+31,221
|
New
|
|
|
29
|
Washington Trust Bank
Spokane,
Washington
|
$232K
|
–
|
–
|
–
|
|
|
30
|
Envestnet Asset Management
Chicago,
Illinois
|
$196K
|
+$198K
|
+20,514
|
New
|
|
|
31
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$183K
|
-$377
|
-39
|
-0.2%
|
|
|
32
|
MSI Financial Services
Springfield,
Massachusetts
|
$150K
|
+$52.5K
|
+5,427
|
+53%
|
|
|
33
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$149K
|
+$783
|
+81
|
+0.5%
|
|
|
34
|
US Bancorp
Minneapolis,
Minnesota
|
$86K
|
–
|
–
|
–
|
|
|
35
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$74K
|
+$841
|
+87
|
+1%
|
|
|
36
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$73K
|
+$73.7K
|
+7,620
|
New
|
|
|
37
|
|
$70K
|
–
|
–
|
–
|
|
|
38
|
Creative Planning
Overland Park,
Kansas
|
$57K
|
+$57.4K
|
+5,931
|
New
|
|
|
39
|
Asset Dedication LLC
San Francisco,
California
|
$44K
|
+$44.4K
|
+4,593
|
New
|
|
|
40
|
SignatureFD
Atlanta,
Georgia
|
$31K
|
+$30.2K
|
+3,120
|
+2,261%
|
|
|
41
|
Tradewinds Capital Management
Bellingham,
Washington
|
$20K
|
+$19.9K
|
+2,055
|
New
|
|
|
42
|
Bartlett & Co
Cincinnati,
Ohio
|
$3K
|
–
|
–
|
–
|
|
|
43
|
American International Group
New York
|
$2K
|
+$2K
|
+207
|
New
|
|
|
44
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$1K
|
+$1.31K
|
+135
|
New
|
|
|
45
|
IFP Advisors
Tampa,
Florida
|
$1K
|
+$1.45K
|
+150
|
New
|
|
|
46
|
WESPAC Advisors
Orinda,
California
|
–
|
-$1.95M
|
-214,785
|
Closed
|
|
|
47
|
Madison Investment Holdings
Madison,
Wisconsin
|
–
|
-$695K
|
-76,443
|
Closed
|
|
|
48
|
Citadel Advisors
Miami,
Florida
|
–
|
-$629K
|
-69,144
|
Closed
|
|
|
49
|
Madden Advisory Services
Jacksonville,
Florida
|
–
|
-$27K
|
-3,000
|
Closed
|
|
|
50
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
–
|
-$11K
|
-1,200
|
Closed
|
|
