|
51
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$105K
|
-$11.6K
|
-1,520
|
-10%
|
|
|
52
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$101K
|
+$11.7K
|
+1,532
|
+13%
|
|
|
53
|
Kestra Private Wealth Services
Austin,
Texas
|
$90K
|
+$92.3K
|
+12,097
|
New
|
|
|
54
|
Creative Planning
Overland Park,
Kansas
|
$82K
|
+$7.63K
|
+1,000
|
+10%
|
|
|
55
|
AE Wealth Management
Topeka,
Kansas
|
$80K
|
+$4.85K
|
+635
|
+6%
|
|
|
56
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$79K
|
-$9.39K
|
-1,230
|
-10%
|
|
|
57
|
Commerce Bank
Kansas City,
Missouri
|
$74K
|
–
|
–
|
–
|
|
|
58
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$74K
|
+$76.3K
|
+10,000
|
New
|
|
|
59
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$34K
|
-$50.9K
|
-6,670
|
-59%
|
|
|
60
|
Geneos Wealth Management
Englewood,
Colorado
|
$15K
|
–
|
–
|
–
|
|
|
61
|
Panagora Asset Management
Boston,
Massachusetts
|
$15K
|
–
|
–
|
–
|
|
|
62
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$13K
|
–
|
–
|
–
|
|
|
63
|
Global Retirement Partners
San Rafael,
California
|
$13K
|
–
|
–
|
–
|
|
|
64
|
Gradient Investments
Arden Hills,
Minnesota
|
$12K
|
–
|
–
|
–
|
|
|
65
|
Whittier Trust
South Pasadena,
California
|
$12K
|
–
|
–
|
–
|
|
|
66
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$11K
|
+$275
|
+36
|
+3%
|
|
|
67
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
68
|
Highlander Capital Management
Short Hills,
New Jersey
|
$4K
|
–
|
–
|
–
|
|
|
69
|
Prospera Financial Services
Dallas,
Texas
|
$4K
|
+$3.82K
|
+500
|
New
|
|
|
70
|
Steward Partners Investment Advisory
New York
|
$3K
|
–
|
–
|
–
|
|
|
71
|
Bartlett & Co
Cincinnati,
Ohio
|
$2K
|
–
|
–
|
–
|
|
|
72
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2K
|
–
|
–
|
–
|
|
|
73
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.67K
|
–
|
–
|
–
|
|
|
74
|
Allworth Financial
Folsom,
California
|
$1K
|
–
|
–
|
–
|
|
|
75
|
V Wealth Advisors
Overland Park,
Kansas
|
–
|
-$293K
|
-37,268
|
Closed
|
|
