|
26
|
Advisory Alpha
Holland,
Michigan
|
$267K
|
+$253K
|
+3,412
|
New
|
|
|
27
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$262K
|
-$12.8K
|
-173
|
-5%
|
|
|
28
|
Atria Investments
Charlotte,
North Carolina
|
$258K
|
+$34.8K
|
+470
|
+17%
|
|
|
29
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$258K
|
+$34.8K
|
+470
|
+17%
|
|
|
30
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$255K
|
+$1.11K
|
+15
|
+0.5%
|
|
|
31
|
Cross Staff Investments
Pittsford,
New York
|
$203K
|
+$193K
|
+2,600
|
New
|
|
|
32
|
Private Trust Company
Cleveland,
Ohio
|
$201K
|
–
|
–
|
–
|
|
|
33
|
GeoWealth Management
Chicago,
Illinois
|
$122K
|
+$116K
|
+1,563
|
New
|
|
|
34
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$117K
|
+$111K
|
+1,500
|
New
|
|
|
35
|
MAI Capital Management
Independence,
Ohio
|
$95.8K
|
–
|
–
|
–
|
|
|
36
|
Osaic Holdings
Scottsdale,
Arizona
|
$82.3K
|
+$10.7K
|
+144
|
+16%
|
|
|
37
|
Marquette Associates
Chicago,
Illinois
|
$61.7K
|
-$6.08K
|
-82
|
-9%
|
|
|
38
|
Harbour Investments
Madison,
Wisconsin
|
$50.6K
|
–
|
–
|
–
|
|
|
39
|
CNB Bank
Clearfield,
Pennsylvania
|
$42.9K
|
–
|
–
|
–
|
|
|
40
|
Creative Financial Designs
Kokomo,
Indiana
|
$41.4K
|
–
|
–
|
–
|
|
|
41
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$39.2K
|
+$74
|
+1
|
+0.2%
|
|
|
42
|
Fidelity Investments
Boston,
Massachusetts
|
$32.5K
|
+$16.1K
|
+217
|
+109%
|
|
|
43
|
Global Retirement Partners
San Rafael,
California
|
$14K
|
–
|
–
|
–
|
|
|
44
|
North Capital
Salt Lake City,
Utah
|
$13.2K
|
+$74
|
+1
|
+0.6%
|
|
|
45
|
Golden State Wealth Management
Santa Ana,
California
|
$9.34K
|
–
|
–
|
–
|
|
|
46
|
UBS Group
Zurich,
Switzerland
|
$2.96K
|
-$151K
|
-2,031
|
-98%
|
|
|
47
|
Wells Fargo
San Francisco,
California
|
$72
|
+$74
|
+1
|
New
|
|
|
48
|
Stark Wealth Management
Bethlehem,
Pennsylvania
|
–
|
-$5M
|
-76,508
|
Closed
|
|
|
49
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
–
|
-$2.57M
|
-36,114
|
Closed
|
|
|
50
|
Freedom Investment Management
Hartford,
Connecticut
|
–
|
-$1.69M
|
-23,673
|
Closed
|
|
