|
26
|
Prospera Financial Services
Dallas,
Texas
|
$438K
|
+$422K
|
+22,000
|
New
|
|
|
27
|
Sequoia Financial Advisors
Akron,
Ohio
|
$287K
|
+$278K
|
+14,475
|
New
|
|
|
28
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$262K
|
+$253K
|
+13,210
|
New
|
|
|
29
|
Liberty Capital Management
Birmingham,
Michigan
|
$155K
|
-$26.4K
|
-1,375
|
-15%
|
|
|
30
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$151K
|
-$20K
|
-1,040
|
-12%
|
|
|
31
|
Asset Dedication LLC
San Francisco,
California
|
$104K
|
–
|
–
|
–
|
|
|
32
|
MSI Financial Services
Springfield,
Massachusetts
|
$33K
|
+$6.81K
|
+355
|
+27%
|
|
|
33
|
|
$32K
|
–
|
–
|
–
|
|
|
34
|
Creative Planning
Overland Park,
Kansas
|
$11K
|
+$10.2K
|
+530
|
New
|
|
|
35
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$8K
|
–
|
–
|
–
|
|
|
36
|
IFP Advisors
Tampa,
Florida
|
$4K
|
+$3.84K
|
+200
|
New
|
|
|
37
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$1.23M
|
-65,855
|
Closed
|
|
|
38
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
–
|
-$364K
|
-19,550
|
Closed
|
|
|
39
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$324K
|
-17,365
|
Closed
|
|
|
40
|
Argentus Capital Management
Dallas,
Texas
|
–
|
-$318K
|
-17,060
|
Closed
|
|
|
41
|
First Allied Advisory Services
San Diego,
California
|
–
|
-$239K
|
-12,830
|
Closed
|
|
|
42
|
Mariner
Overland Park,
Kansas
|
–
|
-$76K
|
-4,060
|
Closed
|
|
|
43
|
Advisory Alpha
Holland,
Michigan
|
–
|
-$66K
|
-3,540
|
Closed
|
|
|
44
|
Concert Wealth Management
San Jose,
California
|
–
|
-$6K
|
-315
|
Closed
|
|
|
45
|
AssetMark Inc
Concord,
California
|
–
|
+$192
|
+10
|
New
|
|
