|
76
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$51K
|
–
|
–
|
–
|
|
|
77
|
First Personal Financial Services
Charlotte,
North Carolina
|
$47K
|
–
|
–
|
–
|
|
|
78
|
Creative Planning
Overland Park,
Kansas
|
$44K
|
-$27.5K
|
-436
|
-38%
|
|
|
79
|
Duncker Streett & Co
St. Louis,
Missouri
|
$38K
|
–
|
–
|
–
|
|
|
80
|
WFG Advisors
Dallas,
Texas
|
$36K
|
-$15.5K
|
-246
|
-30%
|
|
|
81
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$32K
|
–
|
–
|
–
|
|
|
82
|
Central Trust Company
Jefferson City,
Missouri
|
$31K
|
–
|
–
|
–
|
|
|
83
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$29K
|
–
|
–
|
–
|
|
|
84
|
SignatureFD
Atlanta,
Georgia
|
$21K
|
–
|
–
|
–
|
|
|
85
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$21K
|
+$21.5K
|
+341
|
New
|
|
|
86
|
Legal & General Group
London,
United Kingdom
|
$20K
|
–
|
–
|
–
|
|
|
87
|
|
$18K
|
+$6.24K
|
+99
|
+51%
|
|
|
88
|
ClearBridge Investments
New York
|
$10K
|
+$10.5K
|
+166
|
New
|
|
|
89
|
Brown Brothers Harriman & Co
New York
|
$5K
|
-$418K
|
-6,634
|
-99%
|
|
|
90
|
Valley Wealth Managers
Paramus,
New Jersey
|
$3K
|
–
|
–
|
–
|
|
|
91
|
Credit Suisse
Zurich,
Switzerland
|
–
|
-$3.34M
|
-54,233
|
Closed
|
|
|
92
|
TIAA CREF Trust
St Louis,
Missouri
|
–
|
-$1.07M
|
-17,411
|
Closed
|
|
|
93
|
First National Bank of Omaha
Omaha,
Nebraska
|
–
|
-$462K
|
-7,500
|
Closed
|
|
|
94
|
Cetera Advisor Networks
El Segundo,
California
|
–
|
-$391K
|
-6,324
|
Closed
|
|
|
95
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$91K
|
-1,475
|
Closed
|
|
|
96
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
–
|
-$20K
|
-318
|
Closed
|
|
|
97
|
Carroll Financial Associates
Charlotte,
North Carolina
|
–
|
-$11K
|
-190
|
Closed
|
|
