|
26
|
WealthSource Partners
San Luis Obispo,
California
|
$237K
|
+$251K
|
+900
|
New
|
|
|
27
|
Timber Hill
Greenwich,
Connecticut
|
$228K
|
+$242K
|
+868
|
New
|
|
|
28
|
|
$222K
|
-$20.9K
|
-75
|
-8%
|
|
|
29
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$76K
|
-$895K
|
-3,209
|
-92%
|
|
|
30
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$74K
|
+$78.4K
|
+281
|
New
|
|
|
31
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$63K
|
+$66.9K
|
+240
|
New
|
|
|
32
|
|
$59K
|
-$400K
|
-1,435
|
-86%
|
|
|
33
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$53K
|
–
|
–
|
–
|
|
|
34
|
Duncker Streett & Co
St. Louis,
Missouri
|
$46K
|
–
|
–
|
–
|
|
|
35
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$35K
|
-$11.2K
|
-40
|
-23%
|
|
|
36
|
Tradewinds Capital Management
Bellingham,
Washington
|
$34K
|
–
|
–
|
–
|
|
|
37
|
Bank of America
Charlotte,
North Carolina
|
$16K
|
-$5.86K
|
-21
|
-26%
|
|
|
38
|
Macroview Investment Management
Bethesda,
Maryland
|
$15K
|
+$15.6K
|
+56
|
New
|
|
|
39
|
MSI Financial Services
Springfield,
Massachusetts
|
$10K
|
+$7.81K
|
+28
|
+350%
|
|
|
40
|
Cutler Group
San Francisco,
California
|
$5K
|
-$18.1K
|
-65
|
-76%
|
|
|
41
|
Barclays
London,
United Kingdom
|
$4K
|
–
|
–
|
–
|
|
|
42
|
Geneos Wealth Management
Englewood,
Colorado
|
$3K
|
+$4.18K
|
+15
|
New
|
|
|
43
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2K
|
-$486K
|
-1,743
|
-100%
|
|
|
44
|
Flow Traders U.S.
New York
|
$1K
|
-$159K
|
-571
|
-99%
|
|
|
45
|
Creative Planning
Overland Park,
Kansas
|
$1K
|
-$7.25K
|
-26
|
-87%
|
|
|
46
|
US Bancorp
Minneapolis,
Minnesota
|
$1K
|
–
|
–
|
–
|
|
|
47
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
–
|
-$1.25M
|
-4,809
|
Closed
|
|
|
48
|
Stifel Financial
St. Louis,
Missouri
|
–
|
-$305K
|
-1,170
|
Closed
|
|
|
49
|
Credit Suisse
Zurich,
Switzerland
|
–
|
-$229K
|
-876
|
Closed
|
|
|
50
|
IFP Advisors
Tampa,
Florida
|
–
|
-$121K
|
-464
|
Closed
|
|
