|
26
|
Jackson Financial Management
Costa Mesa,
California
|
$94K
|
–
|
–
|
–
|
|
|
27
|
Advisor Group
Phoenix,
Arizona
|
$80K
|
-$32.6K
|
-3,691
|
-29%
|
|
|
28
|
Bank of America
Charlotte,
North Carolina
|
$65K
|
-$1.79K
|
-203
|
-3%
|
|
|
29
|
Envestnet Asset Management
Chicago,
Illinois
|
$56K
|
-$829
|
-94
|
-1%
|
|
|
30
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$35K
|
-$1.64K
|
-186
|
-4%
|
|
|
31
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$26K
|
-$7.94K
|
-900
|
-23%
|
|
|
32
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$22K
|
–
|
–
|
–
|
|
|
33
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$17K
|
+$16.7K
|
+1,896
|
New
|
|
|
34
|
IFP Advisors
Tampa,
Florida
|
$12K
|
–
|
–
|
–
|
|
|
35
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$10K
|
–
|
–
|
–
|
|
|
36
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$7K
|
-$1.74K
|
-197
|
-20%
|
|
|
37
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7K
|
–
|
–
|
–
|
|
|
38
|
Financial Gravity Companies
Lakeway,
Texas
|
$2K
|
+$1.26K
|
+143
|
+177%
|
|
|
39
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$2K
|
+$1.98K
|
+224
|
New
|
|
|
40
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$1K
|
+$18
|
+2
|
+1%
|
|
|
41
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$1K
|
+$935
|
+106
|
New
|
|
|
42
|
Credit Suisse
Zurich,
Switzerland
|
–
|
-$1.03M
|
-116,077
|
Closed
|
|
|
43
|
SEI Investments
Oaks,
Pennsylvania
|
–
|
-$120K
|
-13,614
|
Closed
|
|
|
44
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
–
|
-$42K
|
-4,751
|
Closed
|
|
|
45
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
–
|
-$31K
|
-3,500
|
Closed
|
|
|
46
|
Calton & Associates
Tampa,
Florida
|
–
|
-$28K
|
-3,198
|
Closed
|
|
|
47
|
Wolverine Asset Management
Chicago,
Illinois
|
–
|
-$15K
|
-1,749
|
Closed
|
|
|
48
|
Avior Wealth Management
Omaha,
Nebraska
|
–
|
-$9K
|
-1,000
|
Closed
|
|
