|
51
|
Creative Planning
Overland Park,
Kansas
|
$187K
|
+$72.2K
|
+3,002
|
+66%
|
|
|
52
|
D.A. Davidson & Co
Great Falls,
Montana
|
$175K
|
–
|
–
|
–
|
|
|
53
|
Global Retirement Partners
San Rafael,
California
|
$137K
|
+$13K
|
+541
|
+11%
|
|
|
54
|
IHT Wealth Management
Chicago,
Illinois
|
$131K
|
-$43.6K
|
-1,814
|
-14%
|
|
|
55
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$119K
|
–
|
–
|
–
|
|
|
56
|
First Financial Corp
Terre Haute,
Indiana
|
$107K
|
-$11.4K
|
-475
|
-10%
|
|
|
57
|
City Holding Co
Charleston,
West Virginia
|
$74K
|
–
|
–
|
–
|
|
|
58
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$71K
|
–
|
–
|
–
|
|
|
59
|
|
$57K
|
-$433
|
-18
|
-0.8%
|
|
|
60
|
Steward Partners Investment Advisory
New York
|
$57K
|
–
|
–
|
–
|
|
|
61
|
Cordasco Financial Network
Naples,
Florida
|
$46K
|
–
|
–
|
–
|
|
|
62
|
Penserra Capital Management
Orinda,
California
|
$38K
|
+$3.39K
|
+141
|
+10%
|
|
|
63
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$37K
|
–
|
–
|
–
|
|
|
64
|
Liberty Capital Management
Birmingham,
Michigan
|
$37K
|
–
|
–
|
–
|
|
|
65
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$31K
|
+$30.3K
|
+1,260
|
New
|
|
|
66
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$27K
|
–
|
–
|
–
|
|
|
67
|
Geneos Wealth Management
Englewood,
Colorado
|
$25K
|
+$25.1K
|
+1,044
|
New
|
|
|
68
|
First Horizon Advisors
Memphis,
Tennessee
|
$24K
|
–
|
–
|
–
|
|
|
69
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$12K
|
–
|
–
|
–
|
|
|
70
|
Anchor Investment Management
Columbia,
South Carolina
|
$9.3K
|
–
|
–
|
–
|
|
|
71
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$7K
|
+$6.56K
|
+273
|
New
|
|
|
72
|
|
$1K
|
–
|
–
|
–
|
|
|
73
|
SG Americas Securities
New York
|
–
|
-$406K
|
-17,457
|
Closed
|
|
|
74
|
Doliver Advisors
Houston,
Texas
|
–
|
-$405K
|
-17,440
|
Closed
|
|
|
75
|
AllSquare Wealth Management
Albany,
New York
|
–
|
-$205K
|
-8,800
|
Closed
|
|
