|
51
|
Creative Planning
Overland Park,
Kansas
|
$259K
|
–
|
–
|
–
|
|
|
52
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$237K
|
-$121K
|
-4,926
|
-34%
|
|
|
53
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$233K
|
+$184K
|
+7,470
|
+374%
|
|
|
54
|
Laurel Wealth Planning
Edina,
Minnesota
|
$220K
|
+$220K
|
+8,948
|
New
|
|
|
55
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$219K
|
+$219K
|
+8,873
|
New
|
|
|
56
|
Cypress Wealth Services
Palm Desert,
California
|
$212K
|
+$1.5K
|
+61
|
+0.7%
|
|
|
57
|
MYeCFO
La Jolla,
California
|
$207K
|
–
|
–
|
–
|
|
|
58
|
US Bancorp
Minneapolis,
Minnesota
|
$180K
|
–
|
–
|
–
|
|
|
59
|
Main Management
San Francisco,
California
|
$173K
|
-$8.92K
|
-362
|
-5%
|
|
|
60
|
Brown Brothers Harriman & Co
New York
|
$83.8K
|
–
|
–
|
–
|
|
|
61
|
Elevation Wealth Partners
Santa Rosa,
California
|
$72.1K
|
+$72.1K
|
+2,927
|
New
|
|
|
62
|
|
$65.5K
|
+$65.5K
|
+2,658
|
New
|
|
|
63
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$35.2K
|
–
|
–
|
–
|
|
|
64
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$35.1K
|
+$35.1K
|
+1,423
|
New
|
|
|
65
|
Bartlett & Co
Cincinnati,
Ohio
|
$35K
|
–
|
–
|
–
|
|
|
66
|
S.A. Mason
Holland,
Michigan
|
$34.7K
|
–
|
–
|
–
|
|
|
67
|
|
$24.6K
|
–
|
–
|
–
|
|
|
68
|
Tower Research Capital (TRC)
New York
|
$7.42K
|
–
|
–
|
–
|
|
|
69
|
Warren Street Wealth Advisors
Newport Beach,
California
|
–
|
-$707K
|
-28,537
|
Closed
|
|
|
70
|
Johnson Bixby & Associates
Vancouver,
Washington
|
–
|
-$383K
|
-15,473
|
Closed
|
|
|
71
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
–
|
-$334K
|
-13,503
|
Closed
|
|
|
72
|
Wealthfront Advisers
Palo Alto,
California
|
–
|
-$242K
|
-9,769
|
Closed
|
|
|
73
|
Apriem Advisors
Irvine,
California
|
–
|
-$232K
|
-9,350
|
Closed
|
|
|
74
|
Gradient Capital Advisors
San Diego,
California
|
–
|
-$203K
|
-8,205
|
Closed
|
|
|
75
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
–
|
-$180K
|
-7,270
|
Closed
|
|
