|
26
|
Jones Financial Companies
Des Peres,
Missouri
|
$446K
|
+$193K
|
+3,786
|
+77%
|
|
|
27
|
UBS Group
Zurich,
Switzerland
|
$353K
|
-$33.8K
|
-665
|
-9%
|
|
|
28
|
Raymond James Trust
St. Petersburg,
Florida
|
$333K
|
–
|
–
|
–
|
|
|
29
|
Creative Planning
Overland Park,
Kansas
|
$308K
|
–
|
–
|
–
|
|
|
30
|
Private Trust Company
Cleveland,
Ohio
|
$307K
|
-$22.9K
|
-451
|
-7%
|
|
|
31
|
Envestnet Asset Management
Chicago,
Illinois
|
$272K
|
-$8.75K
|
-172
|
-3%
|
|
|
32
|
KWB Wealth
Redlands,
California
|
$213K
|
–
|
–
|
–
|
|
|
33
|
PFG Investments
Woodbury,
New York
|
$210K
|
–
|
–
|
–
|
|
|
34
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$84.1K
|
+$83.4K
|
+1,640
|
New
|
|
|
35
|
Allworth Financial
Folsom,
California
|
$47K
|
-$14.7K
|
-289
|
-24%
|
|
|
36
|
Harbour Investments
Madison,
Wisconsin
|
$36.5K
|
+$14K
|
+275
|
+63%
|
|
|
37
|
GoalVest Advisory
New York
|
$28.3K
|
+$305
|
+6
|
+1%
|
|
|
38
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$27.1K
|
–
|
–
|
–
|
|
|
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
|
$4.61K
|
–
|
–
|
–
|
|
|
42
|
IFP Advisors
Tampa,
Florida
|
$2.1K
|
–
|
–
|
–
|
|
|
43
|
Global Retirement Partners
San Rafael,
California
|
$1.7K
|
–
|
–
|
–
|
|
|
44
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.18K
|
-$1.02K
|
-20
|
-47%
|
|
|
45
|
Fidelity Investments
Boston,
Massachusetts
|
$51
|
–
|
–
|
–
|
|
|
46
|
Lincoln National Corp
Radnor,
Pennsylvania
|
–
|
-$265K
|
-5,209
|
Closed
|
|
|
47
|
Flow Traders U.S.
New York
|
–
|
-$240K
|
-4,714
|
Closed
|
|
|
48
|
Colonial Trust
Spartanburg,
South Carolina
|
–
|
-$1.27K
|
-25
|
Closed
|
|
