|
26
|
Creative Planning
Overland Park,
Kansas
|
$36K
|
–
|
–
|
–
|
|
|
27
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$21K
|
+$6.26K
|
+169
|
+42%
|
|
|
28
|
Security National Trust
Wheeling,
West Virginia
|
$19K
|
–
|
–
|
–
|
|
|
29
|
SEI Investments
Oaks,
Pennsylvania
|
$15K
|
+$14.8K
|
+401
|
New
|
|
|
30
|
Westside Investment Management
Santa Monica,
California
|
$13.9K
|
+$13.4K
|
+363
|
New
|
|
|
31
|
IFP Advisors
Tampa,
Florida
|
$13K
|
–
|
–
|
–
|
|
|
32
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$12K
|
–
|
–
|
–
|
|
|
33
|
|
$11K
|
–
|
–
|
–
|
|
|
34
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$9K
|
–
|
–
|
–
|
|
|
35
|
Huntington National Bank
Columbus,
Ohio
|
$9K
|
+$9.26K
|
+250
|
New
|
|
|
36
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$7K
|
-$4.26K
|
-115
|
-40%
|
|
|
37
|
Advisor Group
Phoenix,
Arizona
|
$1K
|
–
|
–
|
–
|
|
|
38
|
|
–
|
-$1.62M
|
-47,581
|
Closed
|
|
|
39
|
Virtu KCG Holdings
New York
|
–
|
-$264K
|
-7,769
|
Closed
|
|
|
40
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
–
|
-$214K
|
-6,296
|
Closed
|
|
|
41
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$118K
|
-3,481
|
Closed
|
|
|
42
|
Crestwood Advisors Group
Boston,
Massachusetts
|
–
|
-$48K
|
-1,337
|
Closed
|
|
|
43
|
D.A. Davidson & Co
Great Falls,
Montana
|
–
|
-$13K
|
-401
|
Closed
|
|
|
44
|
Cutler Group
San Francisco,
California
|
–
|
-$3.7K
|
-100
|
Closed
|
|
|
45
|
|
–
|
-$1K
|
-24
|
Closed
|
|
