|
26
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$157K
|
+$10.4K
|
+248
|
+7%
|
|
|
27
|
MSI Financial Services
Springfield,
Massachusetts
|
$127K
|
+$23.2K
|
+551
|
+22%
|
|
|
28
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$74K
|
+$19.6K
|
+464
|
+35%
|
|
|
29
|
Vigilant Capital Management
Portland,
Maine
|
$66K
|
–
|
–
|
–
|
|
|
30
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$45K
|
–
|
–
|
–
|
|
|
31
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$38K
|
+$10.8K
|
+256
|
+40%
|
|
|
32
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$31K
|
+$10.2K
|
+241
|
+49%
|
|
|
33
|
Advisory Services Network
Atlanta,
Georgia
|
$30K
|
–
|
–
|
–
|
|
|
34
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$26K
|
–
|
–
|
–
|
|
|
35
|
American International Group
New York
|
$18K
|
+$4.13K
|
+98
|
+31%
|
|
|
36
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$7K
|
–
|
–
|
–
|
|
|
37
|
WFG Advisors
Dallas,
Texas
|
$2K
|
-$12K
|
-285
|
-85%
|
|
|
38
|
Private Ocean
San Rafael,
California
|
$1K
|
–
|
–
|
–
|
|
|
39
|
Colony Group
Boston,
Massachusetts
|
–
|
-$1M
|
-23,977
|
Closed
|
|
|
40
|
Telemus Capital
Southfield,
Michigan
|
–
|
-$484K
|
-11,585
|
Closed
|
|
|
41
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
–
|
-$459K
|
-10,991
|
Closed
|
|
|
42
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$383K
|
-9,164
|
Closed
|
|
|
43
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
–
|
-$321K
|
-7,672
|
Closed
|
|
|
44
|
Advisors Preferred
Rockville,
Maryland
|
–
|
-$65K
|
-1,546
|
Closed
|
|
|
45
|
IFP Advisors
Tampa,
Florida
|
–
|
-$10K
|
-235
|
Closed
|
|
|
46
|
Allegis Investment Advisors
Idaho Falls,
Idaho
|
–
|
-$8K
|
-201
|
Closed
|
|
