|
26
|
Summit Asset Management
Memphis,
Tennessee
|
$288K
|
–
|
–
|
–
|
|
|
27
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$287K
|
+$65.3K
|
+1,532
|
+30%
|
|
|
28
|
Stifel Financial
St. Louis,
Missouri
|
$269K
|
–
|
–
|
–
|
|
|
29
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$237K
|
–
|
–
|
–
|
|
|
30
|
MSI Financial Services
Springfield,
Massachusetts
|
$222K
|
-$14.1K
|
-330
|
-6%
|
|
|
31
|
Ausdal Financial Partners
Davenport,
Iowa
|
$208K
|
+$205K
|
+4,800
|
New
|
|
|
32
|
SII Investments
Appleton,
Wisconsin
|
$200K
|
-$100K
|
-2,346
|
-34%
|
|
|
33
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$199K
|
+$28.7K
|
+674
|
+17%
|
|
|
34
|
Oakworth Capital
Birmingham,
Alabama
|
$160K
|
–
|
–
|
–
|
|
|
35
|
Envestnet Asset Management
Chicago,
Illinois
|
$145K
|
+$143K
|
+3,352
|
New
|
|
|
36
|
|
$127K
|
+$28.2K
|
+662
|
+29%
|
|
|
37
|
Klingman & Associates
New York
|
$95K
|
+$682
|
+16
|
+0.7%
|
|
|
38
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$86K
|
+$21.1K
|
+496
|
+33%
|
|
|
39
|
D.A. Davidson & Co
Great Falls,
Montana
|
$70K
|
–
|
–
|
–
|
|
|
40
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$66K
|
-$4.26K
|
-100
|
-6%
|
|
|
41
|
Ironwood Financial
Tucson,
Arizona
|
$64K
|
–
|
–
|
–
|
|
|
42
|
First Interstate Bank
Billings,
Montana
|
$63K
|
–
|
–
|
–
|
|
|
43
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$22K
|
+$7.24K
|
+170
|
+52%
|
|
|
44
|
US Bancorp
Minneapolis,
Minnesota
|
$14K
|
–
|
–
|
–
|
|
|
45
|
Creative Planning
Overland Park,
Kansas
|
$12K
|
+$11.9K
|
+280
|
New
|
|
|
46
|
Geneos Wealth Management
Englewood,
Colorado
|
$9K
|
–
|
–
|
–
|
|
|
47
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$8K
|
–
|
–
|
–
|
|
|
48
|
Ballentine Partners
Waltham,
Massachusetts
|
$4K
|
–
|
–
|
–
|
|
|
49
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
–
|
-$494K
|
-11,770
|
Closed
|
|
|
50
|
American International Group
New York
|
–
|
-$280K
|
-6,674
|
Closed
|
|
