|
26
|
LPL Financial
San Diego,
California
|
$201K
|
+$197K
|
+8,073
|
New
|
|
|
27
|
Vigilant Capital Management
Portland,
Maine
|
$113K
|
+$18.3K
|
+750
|
+20%
|
|
|
28
|
Advisor Group
Phoenix,
Arizona
|
$96K
|
-$9.53K
|
-390
|
-9%
|
|
|
29
|
Advisors Asset Management
Monument,
Colorado
|
$72.5K
|
-$2.98K
|
-122
|
-4%
|
|
|
30
|
LifePlan Financial Group
Dayton,
Ohio
|
$48K
|
–
|
–
|
–
|
|
|
31
|
William Blair & Company
Chicago,
Illinois
|
$30K
|
–
|
–
|
–
|
|
|
32
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$21K
|
+$6.4K
|
+262
|
+45%
|
|
|
33
|
|
$18K
|
–
|
–
|
–
|
|
|
34
|
SeaCrest Wealth Management
Purchase,
New York
|
$13K
|
–
|
–
|
–
|
|
|
35
|
Lavaca Capital
Houston,
Texas
|
$11K
|
–
|
–
|
–
|
|
|
36
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$10K
|
-$123K
|
-5,026
|
-93%
|
|
|
37
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9K
|
+$7.55K
|
+309
|
New
|
|
|
38
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$7K
|
–
|
–
|
–
|
|
|
39
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$5K
|
-$27.9K
|
-1,143
|
-85%
|
|
|
40
|
American Portfolios Advisors
Holbrook,
New York
|
$1.92K
|
–
|
–
|
–
|
|
|
41
|
Charles Schwab Investment Advisory
San Francisco,
California
|
–
|
-$123M
|
-5,084,829
|
Closed
|
|
|
42
|
Nottingham Advisors
Amherst,
New York
|
–
|
-$5.33M
|
-220,088
|
Closed
|
|
|
43
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
–
|
-$295K
|
-12,225
|
Closed
|
|
|
44
|
Destination Wealth Management
Walnut Creek,
California
|
–
|
-$11K
|
-443
|
Closed
|
|
|
45
|
Ameritas Investment Company
Lincoln,
Nebraska
|
–
|
-$6K
|
-257
|
Closed
|
|
|
46
|
Doyle Wealth Management
St. Petersburg,
Florida
|
–
|
-$6K
|
-241
|
Closed
|
|
|
47
|
|
–
|
-$3K
|
-132
|
Closed
|
|
|
48
|
TrustCore Financial Services
Brentwood,
Tennessee
|
–
|
-$1K
|
-39
|
Closed
|
|
|
49
|
CX Institutional
Auburn,
Indiana
|
–
|
-$1K
|
-31
|
Closed
|
|
