|
26
|
Envestnet Asset Management
Chicago,
Illinois
|
$30K
|
+$29K
|
+673
|
New
|
|
|
27
|
Geneos Wealth Management
Englewood,
Colorado
|
$27K
|
–
|
–
|
–
|
|
|
28
|
IFP Advisors
Tampa,
Florida
|
$26K
|
-$517
|
-12
|
-2%
|
|
|
29
|
Advisory Services Network
Atlanta,
Georgia
|
$25K
|
-$129
|
-3
|
-0.6%
|
|
|
30
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$23K
|
+$517
|
+12
|
+2%
|
|
|
31
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$20K
|
+$18.9K
|
+439
|
New
|
|
|
32
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17K
|
-$288K
|
-6,698
|
-95%
|
|
|
33
|
Advisor Group
Phoenix,
Arizona
|
$12K
|
-$8.14K
|
-189
|
-42%
|
|
|
34
|
Financial Gravity Companies
Lakeway,
Texas
|
$7K
|
+$5.81K
|
+135
|
New
|
|
|
35
|
Barclays
London,
United Kingdom
|
$4K
|
–
|
–
|
–
|
|
|
36
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$1K
|
–
|
–
|
–
|
|
|
37
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
–
|
-$3.4M
|
-80,593
|
Closed
|
|
|
38
|
|
–
|
-$1.46M
|
-34,665
|
Closed
|
|
|
39
|
Csenge Advisory Group
Clearwater,
Florida
|
–
|
-$458K
|
-10,845
|
Closed
|
|
|
40
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
–
|
-$106K
|
-2,500
|
Closed
|
|
|
41
|
Creative Financial Designs
Kokomo,
Indiana
|
–
|
-$60K
|
-1,421
|
Closed
|
|
|
42
|
Cutler Group
San Francisco,
California
|
–
|
-$30.2K
|
-701
|
Closed
|
|
|
43
|
US Bancorp
Minneapolis,
Minnesota
|
–
|
-$27K
|
-638
|
Closed
|
|
|
44
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
–
|
-$21K
|
-500
|
Closed
|
|
|
45
|
Sandy Spring Bank
Olney,
Maryland
|
–
|
-$8K
|
-200
|
Closed
|
|
|
46
|
Winfield Associates
Cleveland,
Ohio
|
–
|
-$8K
|
-200
|
Closed
|
|
|
47
|
SEI Investments
Oaks,
Pennsylvania
|
–
|
+$43
|
+1
|
New
|
|
