|
26
|
Raymond James Trust
St. Petersburg,
Florida
|
$331K
|
+$49.3K
|
+971
|
+18%
|
|
|
27
|
Private Trust Company
Cleveland,
Ohio
|
$329K
|
-$112K
|
-2,215
|
-26%
|
|
|
28
|
Creative Planning
Overland Park,
Kansas
|
$306K
|
–
|
–
|
–
|
|
|
29
|
Envestnet Asset Management
Chicago,
Illinois
|
$279K
|
+$12K
|
+237
|
+5%
|
|
|
30
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$265K
|
+$2.44K
|
+48
|
+0.9%
|
|
|
31
|
Jones Financial Companies
Des Peres,
Missouri
|
$251K
|
+$250K
|
+4,933
|
New
|
|
|
32
|
Flow Traders U.S.
New York
|
$240K
|
-$383K
|
-7,554
|
-62%
|
|
|
33
|
KWB Wealth
Redlands,
California
|
$213K
|
+$212K
|
+4,176
|
New
|
|
|
34
|
PFG Investments
Woodbury,
New York
|
$209K
|
+$208K
|
+4,101
|
New
|
|
|
35
|
Allworth Financial
Folsom,
California
|
$61.4K
|
–
|
–
|
–
|
|
|
36
|
GoalVest Advisory
New York
|
$27.8K
|
+$27.7K
|
+546
|
New
|
|
|
37
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$27K
|
–
|
–
|
–
|
|
|
38
|
Harbour Investments
Madison,
Wisconsin
|
$22.3K
|
–
|
–
|
–
|
|
|
39
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11K
|
–
|
–
|
–
|
|
|
40
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6K
|
–
|
–
|
–
|
|
|
41
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$4.58K
|
+$4.57K
|
+90
|
New
|
|
|
42
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$2.18K
|
+$2.18K
|
+43
|
New
|
|
|
43
|
IFP Advisors
Tampa,
Florida
|
$2.09K
|
+$2.08K
|
+41
|
New
|
|
|
44
|
Global Retirement Partners
San Rafael,
California
|
$1.67K
|
–
|
–
|
–
|
|
|
45
|
Colonial Trust
Spartanburg,
South Carolina
|
$1.27K
|
–
|
–
|
–
|
|
|
46
|
Financial Connections Group
Corte Madera,
California
|
$1K
|
+$51
|
+1
|
New
|
|
|
47
|
Fidelity Investments
Boston,
Massachusetts
|
$51
|
+$51
|
+1
|
New
|
|
|
48
|
Prism Advisors
Studio City,
California
|
–
|
-$1.37M
|
-27,122
|
Closed
|
|
|
49
|
Choreo LLC
Rockford,
Illinois
|
–
|
-$304K
|
-5,990
|
Closed
|
|
|
50
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
–
|
-$226K
|
-4,461
|
Closed
|
|
