|
26
|
Creative Planning
Overland Park,
Kansas
|
$184K
|
-$11.7K
|
-568
|
-6%
|
|
|
27
|
Advisor Group
Phoenix,
Arizona
|
$153K
|
-$45.8K
|
-2,232
|
-23%
|
|
|
28
|
Anchor Investment Management
Columbia,
South Carolina
|
$110K
|
+$82
|
+4
|
+0.1%
|
|
|
29
|
Royal Fund Management
Lady Lake,
Florida
|
$59K
|
+$60.1K
|
+2,930
|
New
|
|
|
30
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$53K
|
+$51.3K
|
+2,500
|
New
|
|
|
31
|
Avior Wealth Management
Omaha,
Nebraska
|
$43K
|
-$8.21K
|
-400
|
-16%
|
|
|
32
|
Geneos Wealth Management
Englewood,
Colorado
|
$38K
|
–
|
–
|
–
|
|
|
33
|
Next Financial Group
Houston,
Texas
|
$34K
|
–
|
–
|
–
|
|
|
34
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$31K
|
–
|
–
|
–
|
|
|
35
|
SRH Advisors
Salina,
Kansas
|
$20K
|
–
|
–
|
–
|
|
|
36
|
Endurance Wealth Management
Providence,
Rhode Island
|
$16K
|
+$15.8K
|
+770
|
New
|
|
|
37
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$14K
|
–
|
–
|
–
|
|
|
38
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12K
|
+$3.53K
|
+172
|
+43%
|
|
|
39
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$9K
|
-$411
|
-20
|
-4%
|
|
|
40
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$9K
|
–
|
–
|
–
|
|
|
41
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$7.09K
|
–
|
–
|
–
|
|
|
42
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$6K
|
–
|
–
|
–
|
|
|
43
|
Penserra Capital Management
Orinda,
California
|
$6K
|
+$780
|
+38
|
+13%
|
|
|
44
|
Sandy Spring Bank
Olney,
Maryland
|
$4K
|
–
|
–
|
–
|
|
|
45
|
|
$2K
|
-$67.2K
|
-3,272
|
-98%
|
|
|
46
|
Cetera Advisor Networks
El Segundo,
California
|
–
|
-$355K
|
-15,750
|
Closed
|
|
|
47
|
|
–
|
-$240K
|
-10,665
|
Closed
|
|
|
48
|
Evercore Wealth Management
New York
|
–
|
-$79K
|
-3,500
|
Closed
|
|
|
49
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$40K
|
-1,785
|
Closed
|
|
|
50
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
–
|
-$20K
|
-876
|
Closed
|
|
