|
26
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$287K
|
–
|
–
|
–
|
|
|
27
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$282K
|
–
|
–
|
–
|
|
|
28
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$266K
|
–
|
–
|
–
|
|
|
29
|
SPC Financial Inc
Rockville,
Maryland
|
$261K
|
–
|
–
|
–
|
|
|
30
|
Flow Traders U.S.
New York
|
$215K
|
+$209K
|
+3,954
|
New
|
|
|
31
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$145K
|
-$58.8K
|
-1,113
|
-29%
|
|
|
32
|
Global Retirement Partners
San Rafael,
California
|
$75K
|
+$67.7K
|
+1,281
|
+1,186%
|
|
|
33
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$59K
|
–
|
–
|
–
|
|
|
34
|
Sandy Spring Bank
Olney,
Maryland
|
$42K
|
-$17.6K
|
-333
|
-30%
|
|
|
35
|
DB Wealth Management Group
San Diego,
California
|
$37K
|
-$32.5K
|
-615
|
-48%
|
|
|
36
|
Key Financial Inc
West Chester,
Pennsylvania
|
$37K
|
–
|
–
|
–
|
|
|
37
|
Fidelity Investments
Boston,
Massachusetts
|
$25K
|
–
|
–
|
–
|
|
|
38
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$21K
|
+$159
|
+3
|
+0.8%
|
|
|
39
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$19K
|
–
|
–
|
–
|
|
|
40
|
Geneos Wealth Management
Englewood,
Colorado
|
$15K
|
–
|
–
|
–
|
|
|
41
|
William Blair & Company
Chicago,
Illinois
|
$14K
|
-$3.96K
|
-75
|
-23%
|
|
|
42
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$14K
|
–
|
–
|
–
|
|
|
43
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$13K
|
–
|
–
|
–
|
|
|
44
|
|
$11K
|
–
|
–
|
–
|
|
|
45
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$11K
|
–
|
–
|
–
|
|
|
46
|
Harbour Investments
Madison,
Wisconsin
|
$5K
|
–
|
–
|
–
|
|
|
47
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$3K
|
–
|
–
|
–
|
|
|
48
|
Element Wealth
Ridgeland,
Mississippi
|
$1K
|
–
|
–
|
–
|
|
|
49
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$534K
|
-10,173
|
Closed
|
|
|
50
|
Eudaimonia Partners
Winchester,
Tennessee
|
–
|
-$24K
|
-450
|
Closed
|
|
