|
51
|
Creative Planning
Overland Park,
Kansas
|
$313K
|
+$10.7K
|
+380
|
+4%
|
|
|
52
|
FDx Advisors
Chicago,
Illinois
|
$300K
|
+$293K
|
+10,385
|
New
|
|
|
53
|
M Holdings Securities
Portland,
Oregon
|
$263K
|
-$70K
|
-2,485
|
-21%
|
|
|
54
|
Creative Financial Designs
Kokomo,
Indiana
|
$262K
|
+$3.8K
|
+135
|
+2%
|
|
|
55
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
$254K
|
+$18.5K
|
+655
|
+8%
|
|
|
56
|
Partnervest Advisory Services
Santa Barbara,
California
|
$236K
|
-$36.4K
|
-1,290
|
-14%
|
|
|
57
|
WealthSource Partners
San Luis Obispo,
California
|
$230K
|
-$53.1K
|
-1,885
|
-19%
|
|
|
58
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$226K
|
+$135K
|
+4,785
|
+163%
|
|
|
59
|
Oppenheimer & Co
New York
|
$214K
|
-$7.89K
|
-280
|
-4%
|
|
|
60
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$214K
|
+$209K
|
+7,430
|
New
|
|
|
61
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$186K
|
+$170K
|
+6,050
|
New
|
|
|
62
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$167K
|
–
|
–
|
–
|
|
|
63
|
|
$154K
|
+$54.9K
|
+1,950
|
+57%
|
|
|
64
|
Glassman Wealth Services
Vienna,
Virginia
|
$149K
|
–
|
–
|
–
|
|
|
65
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$148K
|
+$144K
|
+5,120
|
New
|
|
|
66
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$79K
|
–
|
–
|
–
|
|
|
67
|
|
$58K
|
–
|
–
|
–
|
|
|
68
|
|
$58K
|
+$56.4K
|
+2,000
|
New
|
|
|
69
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$52K
|
–
|
–
|
–
|
|
|
70
|
US Bancorp
Minneapolis,
Minnesota
|
$38K
|
–
|
–
|
–
|
|
|
71
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$24K
|
+$23.4K
|
+830
|
New
|
|
|
72
|
AllSquare Wealth Management
Albany,
New York
|
$23K
|
+$4.93K
|
+175
|
+28%
|
|
|
73
|
Next Financial Group
Houston,
Texas
|
$17K
|
–
|
–
|
–
|
|
|
74
|
Duncker Streett & Co
St. Louis,
Missouri
|
$16K
|
–
|
–
|
–
|
|
|
75
|
Valeo Financial Advisors
Carmel,
Indiana
|
$16K
|
+$15.4K
|
+545
|
New
|
|
