|
51
|
Creative Planning
Overland Park,
Kansas
|
$214K
|
+$126K
|
+2,362
|
+149%
|
|
|
52
|
WFG Advisors
Dallas,
Texas
|
$211K
|
-$34K
|
-635
|
-14%
|
|
|
53
|
IHT Wealth Management
Chicago,
Illinois
|
$146K
|
+$143K
|
+2,678
|
New
|
|
|
54
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$125K
|
–
|
–
|
–
|
|
|
55
|
Next Financial Group
Houston,
Texas
|
$89K
|
–
|
–
|
–
|
|
|
56
|
Geneos Wealth Management
Englewood,
Colorado
|
$71K
|
–
|
–
|
–
|
|
|
57
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$67K
|
-$10.6K
|
-199
|
-14%
|
|
|
58
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$65K
|
–
|
–
|
–
|
|
|
59
|
Catalyst Capital Advisors
Huntington,
New York
|
$41K
|
+$40.1K
|
+750
|
New
|
|
|
60
|
Global Retirement Partners
San Rafael,
California
|
$36K
|
+$35.4K
|
+662
|
New
|
|
|
61
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$27K
|
–
|
–
|
–
|
|
|
62
|
Patten Group
Chattanooga,
Tennessee
|
$23K
|
+$53
|
+1
|
+0.2%
|
|
|
63
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$23K
|
+$1.34K
|
+25
|
+6%
|
|
|
64
|
Proficio Capital Partners
Newton,
Massachusetts
|
$22K
|
+$21.4K
|
+400
|
New
|
|
|
65
|
West Oak Capital
Westlake Village,
California
|
$13.5K
|
–
|
–
|
–
|
|
|
66
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$12K
|
+$11.8K
|
+221
|
New
|
|
|
67
|
Gradient Investments
Arden Hills,
Minnesota
|
$9K
|
–
|
–
|
–
|
|
|
68
|
|
$4K
|
–
|
–
|
–
|
|
|
69
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$1K
|
-$1.74M
|
-32,473
|
-100%
|
|
|
70
|
|
–
|
-$2.63M
|
-48,413
|
Closed
|
|
|
71
|
SSI Investment Management
Los Angeles,
California
|
–
|
-$2.58M
|
-47,602
|
Closed
|
|
|
72
|
|
–
|
-$2.03M
|
-37,347
|
Closed
|
|
|
73
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
–
|
-$646K
|
-11,891
|
Closed
|
|
|
74
|
Wedbush Securities
Los Angeles,
California
|
–
|
-$447K
|
-8,230
|
Closed
|
|
|
75
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
–
|
-$30K
|
-550
|
Closed
|
|
