|
26
|
Creative Planning
Overland Park,
Kansas
|
$310K
|
+$18.4K
|
+836
|
+7%
|
|
|
27
|
|
$305K
|
-$334K
|
-15,224
|
-53%
|
|
|
28
|
HL Financial Services
Louisville,
Kentucky
|
$278K
|
–
|
–
|
–
|
|
|
29
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$270K
|
–
|
–
|
–
|
|
|
30
|
|
$253K
|
+$244K
|
+11,124
|
New
|
|
|
31
|
IFC Holdings
Tampa,
Florida
|
$251K
|
-$209K
|
-9,500
|
-46%
|
|
|
32
|
Virtu KCG Holdings
New York
|
$223K
|
-$264K
|
-12,044
|
-55%
|
|
|
33
|
First Allied Advisory Services
San Diego,
California
|
$201K
|
+$193K
|
+8,788
|
New
|
|
|
34
|
New England Securities
New York
|
$74K
|
–
|
–
|
–
|
|
|
35
|
Ameriprise
Minneapolis,
Minnesota
|
$60K
|
-$71.9K
|
-3,276
|
-55%
|
|
|
36
|
Arrow Financial
Glens Falls,
New York
|
$52K
|
+$50.5K
|
+2,300
|
New
|
|
|
37
|
Optimum Investment Advisors
Chicago,
Illinois
|
$46K
|
+$44.1K
|
+2,008
|
New
|
|
|
38
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$44K
|
–
|
–
|
–
|
|
|
39
|
Private Trust Company
Cleveland,
Ohio
|
$34K
|
+$19.1K
|
+872
|
+142%
|
|
|
40
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$27.3K
|
+$26.3K
|
+1,200
|
New
|
|
|
41
|
MSI Financial Services
Springfield,
Massachusetts
|
$24K
|
+$23.2K
|
+1,056
|
New
|
|
|
42
|
Torch Wealth Management
Cincinnati,
Ohio
|
$14K
|
+$13.2K
|
+600
|
New
|
|
|
43
|
First Horizon Advisors
Memphis,
Tennessee
|
$10K
|
–
|
–
|
–
|
|
|
44
|
Pathstone Family Office
Englewood,
New Jersey
|
$9K
|
–
|
–
|
–
|
|
|
45
|
SignatureFD
Atlanta,
Georgia
|
$9K
|
–
|
–
|
–
|
|
|
46
|
Colony Group
Boston,
Massachusetts
|
$5K
|
–
|
–
|
–
|
|
|
47
|
Joel Isaacson & Co
New York
|
$5K
|
–
|
–
|
–
|
|
|
48
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4K
|
–
|
–
|
–
|
|
|
49
|
SG Americas Securities
New York
|
–
|
-$2.6M
|
-120,452
|
Closed
|
|
|
50
|
Bartlett & Co
Cincinnati,
Ohio
|
–
|
-$99K
|
-4,600
|
Closed
|
|
