|
51
|
Creative Planning
Overland Park,
Kansas
|
$175K
|
–
|
–
|
–
|
|
|
52
|
WhitTier Trust Company
Reno,
Nevada
|
$145K
|
–
|
–
|
–
|
|
|
53
|
Whittier Trust
South Pasadena,
California
|
$130K
|
–
|
–
|
–
|
|
|
54
|
Cribstone Capital Management
Augusta,
Maine
|
$100K
|
+$97.8K
|
+2,000
|
New
|
|
|
55
|
Joel Isaacson & Co
New York
|
$85K
|
–
|
–
|
–
|
|
|
56
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$78K
|
–
|
–
|
–
|
|
|
57
|
IFP Advisors
Tampa,
Florida
|
$63K
|
+$39.3K
|
+804
|
+178%
|
|
|
58
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$57K
|
-$6.36K
|
-130
|
-10%
|
|
|
59
|
Geneos Wealth Management
Englewood,
Colorado
|
$56K
|
+$9.09K
|
+186
|
+20%
|
|
|
60
|
US Bancorp
Minneapolis,
Minnesota
|
$44K
|
–
|
–
|
–
|
|
|
61
|
D.A. Davidson & Co
Great Falls,
Montana
|
$33K
|
-$5.67K
|
-116
|
-15%
|
|
|
62
|
Argentus Capital Management
Dallas,
Texas
|
$28K
|
-$49.3K
|
-1,008
|
-64%
|
|
|
63
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$28K
|
+$293
|
+6
|
+1%
|
|
|
64
|
North Star Investment Management
Chicago,
Illinois
|
$26K
|
–
|
–
|
–
|
|
|
65
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$22K
|
–
|
–
|
–
|
|
|
66
|
Huntington National Bank
Columbus,
Ohio
|
$20K
|
–
|
–
|
–
|
|
|
67
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$18K
|
–
|
–
|
–
|
|
|
68
|
Next Financial Group
Houston,
Texas
|
$18K
|
–
|
–
|
–
|
|
|
69
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$16K
|
-$68.9K
|
-1,410
|
-81%
|
|
|
70
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$14K
|
–
|
–
|
–
|
|
|
71
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$11K
|
+$11K
|
+226
|
New
|
|
|
72
|
Advisory Services Network
Atlanta,
Georgia
|
$9K
|
-$5.57K
|
-114
|
-38%
|
|
|
73
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$8K
|
+$98
|
+2
|
+1%
|
|
|
74
|
Anchor Investment Management
Columbia,
South Carolina
|
$6.51K
|
–
|
–
|
–
|
|
|
75
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$5.01K
|
–
|
–
|
–
|
|
