|
51
|
Creative Planning
Overland Park,
Kansas
|
$255K
|
-$99.7K
|
-4,762
|
-29%
|
|
|
52
|
D.A. Davidson & Co
Great Falls,
Montana
|
$243K
|
–
|
–
|
–
|
|
|
53
|
Stifel Financial
St. Louis,
Missouri
|
$240K
|
-$7.72K
|
-369
|
-3%
|
|
|
54
|
Empirical Wealth Management
Seattle,
Washington
|
$232K
|
+$224K
|
+10,715
|
New
|
|
|
55
|
Envestnet Asset Management
Chicago,
Illinois
|
$215K
|
+$208K
|
+9,936
|
New
|
|
|
56
|
Private Advisor Group
Morristown,
New Jersey
|
$215K
|
+$208K
|
+9,939
|
New
|
|
|
57
|
Private Trust Company
Cleveland,
Ohio
|
$205K
|
+$199K
|
+9,500
|
New
|
|
|
58
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$203K
|
+$196K
|
+9,375
|
New
|
|
|
59
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$201K
|
+$194K
|
+9,291
|
New
|
|
|
60
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$184K
|
–
|
–
|
–
|
|
|
61
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$183K
|
–
|
–
|
–
|
|
|
62
|
Advisory Services Network
Atlanta,
Georgia
|
$149K
|
+$40.9K
|
+1,956
|
+40%
|
|
|
63
|
American Portfolios Advisors
Holbrook,
New York
|
$133K
|
–
|
–
|
–
|
|
|
64
|
Steward Partners Investment Advisory
New York
|
$119K
|
+$116K
|
+5,526
|
New
|
|
|
65
|
Capital Bank & Trust
Irvine,
California
|
$106K
|
+$103K
|
+4,900
|
New
|
|
|
66
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$90K
|
+$13.3K
|
+634
|
+18%
|
|
|
67
|
Next Financial Group
Houston,
Texas
|
$82K
|
+$59K
|
+2,817
|
+299%
|
|
|
68
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$65K
|
–
|
–
|
–
|
|
|
69
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
$63K
|
+$419
|
+20
|
+0.7%
|
|
|
70
|
|
$59K
|
-$2.74K
|
-131
|
-5%
|
|
|
71
|
Huntington National Bank
Columbus,
Ohio
|
$47K
|
–
|
–
|
–
|
|
|
72
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$44K
|
–
|
–
|
–
|
|
|
73
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$39K
|
+$26.9K
|
+1,286
|
+256%
|
|
|
74
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$39K
|
+$37.4K
|
+1,786
|
New
|
|
|
75
|
Global Retirement Partners
San Rafael,
California
|
$36K
|
+$22.4K
|
+1,068
|
+186%
|
|
