|
26
|
MSI Financial Services
Springfield,
Massachusetts
|
$470K
|
+$160K
|
+7,630
|
+52%
|
|
|
27
|
Private Advisor Group
Morristown,
New Jersey
|
$398K
|
+$66.9K
|
+3,200
|
+21%
|
|
|
28
|
Ameriprise
Minneapolis,
Minnesota
|
$387K
|
+$46K
|
+2,200
|
+14%
|
|
|
29
|
Lido Advisors
Los Angeles,
California
|
$367K
|
+$362K
|
+17,320
|
New
|
|
|
30
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$323K
|
+$320K
|
+15,280
|
New
|
|
|
31
|
Rikoon Group
Santa Fe,
New Mexico
|
$322K
|
+$298K
|
+14,250
|
New
|
|
|
32
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$251K
|
+$209K
|
+9,980
|
+531%
|
|
|
33
|
Fisher Asset Management
Camas,
Washington
|
$213K
|
+$211K
|
+10,070
|
New
|
|
|
34
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$212K
|
-$209K
|
-10,000
|
-50%
|
|
|
35
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$209K
|
-$587K
|
-28,050
|
-74%
|
|
|
36
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$209K
|
+$206K
|
+9,840
|
New
|
|
|
37
|
Creative Planning
Overland Park,
Kansas
|
$137K
|
+$23.2K
|
+1,110
|
+21%
|
|
|
38
|
Sandy Spring Bank
Olney,
Maryland
|
$112K
|
+$111K
|
+5,300
|
New
|
|
|
39
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$106K
|
+$105K
|
+5,000
|
New
|
|
|
40
|
WFG Advisors
Dallas,
Texas
|
$90K
|
+$36.6K
|
+1,750
|
+69%
|
|
|
41
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$76.4K
|
+$27.8K
|
+1,330
|
+58%
|
|
|
42
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$74.1K
|
–
|
–
|
–
|
|
|
43
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$66K
|
+$209
|
+10
|
+0.3%
|
|
|
44
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$41K
|
–
|
–
|
–
|
|
|
45
|
|
$33K
|
-$15.9K
|
-760
|
-33%
|
|
|
46
|
Geneos Wealth Management
Englewood,
Colorado
|
$24K
|
–
|
–
|
–
|
|
|
47
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$20K
|
–
|
–
|
–
|
|
|
48
|
US Bancorp
Minneapolis,
Minnesota
|
$19K
|
+$18.6K
|
+890
|
New
|
|
|
49
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$5K
|
–
|
–
|
–
|
|
|
50
|
Stadion Money Management
Watkinsville,
Georgia
|
–
|
-$16.2M
|
-775,200
|
Closed
|
|
