|
26
|
MSI Financial Services
Springfield,
Massachusetts
|
$333K
|
-$11.3K
|
-274
|
-3%
|
|
|
27
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$314K
|
-$17.1K
|
-415
|
-5%
|
|
|
28
|
|
$292K
|
+$66.5K
|
+1,617
|
+29%
|
|
|
29
|
Concert Wealth Management
San Jose,
California
|
$280K
|
+$281K
|
+6,822
|
New
|
|
|
30
|
Old Mission Capital
Chicago,
Illinois
|
$256K
|
-$417K
|
-10,135
|
-62%
|
|
|
31
|
Wealthcare Capital Management
Richmond,
Virginia
|
$167K
|
-$95.1K
|
-2,312
|
-36%
|
|
|
32
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$99K
|
–
|
–
|
–
|
|
|
33
|
Asset Dedication LLC
San Francisco,
California
|
$70K
|
+$70.8K
|
+1,722
|
New
|
|
|
34
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$58K
|
+$58.6K
|
+1,425
|
New
|
|
|
35
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$41K
|
-$16.2K
|
-394
|
-28%
|
|
|
36
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$39K
|
+$40K
|
+972
|
New
|
|
|
37
|
Strategic Investment Management
Arlington,
Virginia
|
$30K
|
–
|
–
|
–
|
|
|
38
|
Balentine LLC
Atlanta,
Georgia
|
$13K
|
–
|
–
|
–
|
|
|
39
|
American International Group
New York
|
$12K
|
–
|
–
|
–
|
|
|
40
|
Creative Planning
Overland Park,
Kansas
|
$12K
|
+$12.3K
|
+300
|
New
|
|
|
41
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$8K
|
-$14.3K
|
-347
|
-63%
|
|
|
42
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$6K
|
–
|
–
|
–
|
|
|
43
|
IFP Advisors
Tampa,
Florida
|
$3K
|
+$3.08K
|
+75
|
New
|
|
|
44
|
US Bancorp
Minneapolis,
Minnesota
|
$2K
|
+$2.02K
|
+49
|
New
|
|
|
45
|
|
$2K
|
+$2.47K
|
+60
|
New
|
|
|
46
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1K
|
+$864
|
+21
|
New
|
|
|
47
|
Carnick & Kubik
Colorado Springs,
Colorado
|
–
|
-$1.13M
|
-27,000
|
Closed
|
|
|
48
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
–
|
-$675K
|
-16,129
|
Closed
|
|
|
49
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
–
|
-$368K
|
-8,800
|
Closed
|
|
|
50
|
WFG Advisors
Dallas,
Texas
|
–
|
-$15K
|
-356
|
Closed
|
|
