|
26
|
William Blair & Company
Chicago,
Illinois
|
$160K
|
+$164K
|
+10,203
|
New
|
|
|
27
|
Centaurus Financial
Anaheim,
California
|
$119K
|
+$122K
|
+7,592
|
New
|
|
|
28
|
Watermark Asset Management
San Ramon,
California
|
$114K
|
–
|
–
|
–
|
|
|
29
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$92K
|
+$93.4K
|
+5,800
|
New
|
|
|
30
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$91K
|
-$7.41K
|
-460
|
-7%
|
|
|
31
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$40K
|
–
|
–
|
–
|
|
|
32
|
|
$32K
|
-$39.4K
|
-2,446
|
-55%
|
|
|
33
|
Northwest Wealth Management
Spencer,
Iowa
|
$28K
|
-$19.3K
|
-1,196
|
-40%
|
|
|
34
|
Synovus Financial
Columbus,
Georgia
|
$27K
|
–
|
–
|
–
|
|
|
35
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$25K
|
–
|
–
|
–
|
|
|
36
|
American Portfolios Advisors
Holbrook,
New York
|
$8.72K
|
-$5.64K
|
-350
|
-39%
|
|
|
37
|
Optimum Investment Advisors
Chicago,
Illinois
|
$8K
|
-$24.2K
|
-1,500
|
-75%
|
|
|
38
|
KWMG LLC
Overland Park,
Kansas
|
$6K
|
+$6.12K
|
+380
|
New
|
|
|
39
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$5K
|
–
|
–
|
–
|
|
|
40
|
IMA Advisory Services
Denver,
Colorado
|
$5K
|
+$4.82K
|
+299
|
New
|
|
|
41
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$4K
|
–
|
–
|
–
|
|
|
42
|
Thompson Davis & Co
Richmond,
Virginia
|
$4K
|
–
|
–
|
–
|
|
|
43
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$4K
|
+$5.12K
|
+318
|
New
|
|
|
44
|
Huntington National Bank
Columbus,
Ohio
|
$3K
|
–
|
–
|
–
|
|
|
45
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
46
|
Tradewinds Capital Management
Bellingham,
Washington
|
$2K
|
–
|
–
|
–
|
|
|
47
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$1K
|
-$12.6K
|
-780
|
-91%
|
|
|
48
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1K
|
–
|
–
|
–
|
|
|
49
|
Capital Guardian Trust
Los Angeles,
California
|
–
|
-$602K
|
-37,760
|
Closed
|
|
|
50
|
|
–
|
-$220K
|
-13,688
|
Closed
|
|
