|
51
|
PDS Planning
Dublin,
Ohio
|
$228K
|
–
|
–
|
–
|
|
|
52
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$208K
|
+$206K
|
+6,054
|
New
|
|
|
53
|
Wintrust Investments
Chicago,
Illinois
|
$204K
|
+$203K
|
+5,950
|
New
|
|
|
54
|
|
$185K
|
-$63.1K
|
-1,851
|
-26%
|
|
|
55
|
Global Retirement Partners
San Rafael,
California
|
$145K
|
+$84.2K
|
+2,470
|
+140%
|
|
|
56
|
Old North State Trust
Greensboro,
North Carolina
|
$132K
|
–
|
–
|
–
|
|
|
57
|
US Bancorp
Minneapolis,
Minnesota
|
$65K
|
+$34.6K
|
+1,015
|
+115%
|
|
|
58
|
|
$62K
|
–
|
–
|
–
|
|
|
59
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$49K
|
+$48.8K
|
+1,432
|
New
|
|
|
60
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$46K
|
+$46K
|
+1,348
|
New
|
|
|
61
|
First Allied Advisory Services
San Diego,
California
|
$45K
|
+$44.9K
|
+1,318
|
New
|
|
|
62
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$38K
|
–
|
–
|
–
|
|
|
63
|
Steward Partners Investment Advisory
New York
|
$29K
|
–
|
–
|
–
|
|
|
64
|
|
$25K
|
+$8.42K
|
+247
|
+53%
|
|
|
65
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$24K
|
+$24.1K
|
+708
|
New
|
|
|
66
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$17K
|
–
|
–
|
–
|
|
|
67
|
Wells Fargo
San Francisco,
California
|
$17K
|
+$16.9K
|
+497
|
New
|
|
|
68
|
Next Financial Group
Houston,
Texas
|
$16K
|
+$15.5K
|
+455
|
New
|
|
|
69
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$12K
|
–
|
–
|
–
|
|
|
70
|
Advisory Services Network
Atlanta,
Georgia
|
$9K
|
–
|
–
|
–
|
|
|
71
|
Front Row Advisors
Tiburon,
California
|
$1K
|
–
|
–
|
–
|
|
|
72
|
Executive Wealth Management
Brighton,
Michigan
|
–
|
-$12.3M
|
-370,261
|
Closed
|
|
|
73
|
Institute for Wealth Management
Denver,
Colorado
|
–
|
-$241K
|
-7,241
|
Closed
|
|
|
74
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$10K
|
-296
|
Closed
|
|
