|
26
|
Creative Planning
Overland Park,
Kansas
|
$277K
|
-$134K
|
-4,688
|
-32%
|
|
|
27
|
|
$248K
|
+$257K
|
+8,989
|
New
|
|
|
28
|
Gary Goldberg Planning Services
Suffern,
New York
|
$247K
|
+$20K
|
+700
|
+8%
|
|
|
29
|
|
$223K
|
–
|
–
|
–
|
|
|
30
|
City National Bank
Beverly Hills,
Delaware
|
$221K
|
+$229K
|
+8,000
|
New
|
|
|
31
|
|
$177K
|
-$376K
|
-13,133
|
-67%
|
|
|
32
|
MSI Financial Services
Springfield,
Massachusetts
|
$132K
|
+$31.8K
|
+1,110
|
+30%
|
|
|
33
|
American International Group
New York
|
$129K
|
+$37.2K
|
+1,300
|
+38%
|
|
|
34
|
M Holdings Securities
Portland,
Oregon
|
$111K
|
+$115K
|
+4,013
|
New
|
|
|
35
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$103K
|
+$106K
|
+3,718
|
New
|
|
|
36
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$97K
|
+$10K
|
+350
|
+11%
|
|
|
37
|
Vigilant Capital Management
Portland,
Maine
|
$57K
|
–
|
–
|
–
|
|
|
38
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$44K
|
+$630
|
+22
|
+1%
|
|
|
39
|
New England Securities
New York
|
$43K
|
–
|
–
|
–
|
|
|
40
|
US Bancorp
Minneapolis,
Minnesota
|
$28K
|
–
|
–
|
–
|
|
|
41
|
CKW Financial Group
Honolulu,
Hawaii
|
$16K
|
–
|
–
|
–
|
|
|
42
|
Next Financial Group
Houston,
Texas
|
$14K
|
+$14.3K
|
+500
|
New
|
|
|
43
|
D.A. Davidson & Co
Great Falls,
Montana
|
$11K
|
–
|
–
|
–
|
|
|
44
|
WFG Advisors
Dallas,
Texas
|
$11K
|
+$229
|
+8
|
+2%
|
|
|
45
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$1K
|
–
|
–
|
–
|
|
|
46
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
–
|
-$28.1K
|
-960
|
Closed
|
|
|
47
|
Ground Swell Capital
Folly Beach,
South Carolina
|
–
|
-$3K
|
-100
|
Closed
|
|
