|
26
|
Creative Planning
Overland Park,
Kansas
|
$164K
|
–
|
–
|
–
|
|
|
27
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$132K
|
–
|
–
|
–
|
|
|
28
|
Syntal Capital Partners
Midland,
Texas
|
$132K
|
–
|
–
|
–
|
|
|
29
|
Envestnet Asset Management
Chicago,
Illinois
|
$119K
|
+$15.9K
|
+482
|
+16%
|
|
|
30
|
|
$91K
|
+$46K
|
+1,400
|
+108%
|
|
|
31
|
WhitTier Trust Company
Reno,
Nevada
|
$85K
|
–
|
–
|
–
|
|
|
32
|
WFG Advisors
Dallas,
Texas
|
$56K
|
-$4.01K
|
-122
|
-7%
|
|
|
33
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$49K
|
-$61.6K
|
-1,874
|
-57%
|
|
|
34
|
American International Group
New York
|
$40.6K
|
–
|
–
|
–
|
|
|
35
|
Optimum Investment Advisors
Chicago,
Illinois
|
$39K
|
+$4.87K
|
+148
|
+15%
|
|
|
36
|
Synovus Financial
Columbus,
Georgia
|
$29K
|
–
|
–
|
–
|
|
|
37
|
Wealthcare Capital Management
Richmond,
Virginia
|
$29K
|
–
|
–
|
–
|
|
|
38
|
MSI Financial Services
Springfield,
Massachusetts
|
$20K
|
-$8.35K
|
-254
|
-30%
|
|
|
39
|
Washington Trust Bank
Spokane,
Washington
|
$14K
|
–
|
–
|
–
|
|
|
40
|
Ameriprise
Minneapolis,
Minnesota
|
$10K
|
+$10K
|
+304
|
New
|
|
|
41
|
Partnervest Advisory Services
Santa Barbara,
California
|
$8K
|
–
|
–
|
–
|
|
|
42
|
Tower Research Capital (TRC)
New York
|
$7K
|
+$4.54K
|
+138
|
+223%
|
|
|
43
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$5K
|
–
|
–
|
–
|
|
|
44
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$4K
|
+$1.78K
|
+54
|
+87%
|
|
|
45
|
|
–
|
-$5.68M
|
-179,254
|
Closed
|
|
|
46
|
Aspiriant LLC
Los Angeles,
California
|
–
|
-$351K
|
-11,086
|
Closed
|
|
|
47
|
Virtu KCG Holdings
New York
|
–
|
-$225K
|
-7,104
|
Closed
|
|
|
48
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
–
|
-$12K
|
-370
|
Closed
|
|
|
49
|
New England Securities
New York
|
–
|
-$2K
|
-66
|
Closed
|
|
