|
51
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$218K
|
+$208K
|
+15,000
|
New
|
|
|
52
|
Summit Asset Management
Memphis,
Tennessee
|
$215K
|
–
|
–
|
–
|
|
|
53
|
MSI Financial Services
Springfield,
Massachusetts
|
$189K
|
+$117K
|
+8,430
|
+185%
|
|
|
54
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$180K
|
–
|
–
|
–
|
|
|
55
|
US Bancorp
Minneapolis,
Minnesota
|
$175K
|
–
|
–
|
–
|
|
|
56
|
Sutton Wealth Advisors
Tampa,
Florida
|
$174K
|
+$167K
|
+12,000
|
New
|
|
|
57
|
Creative Planning
Overland Park,
Kansas
|
$160K
|
–
|
–
|
–
|
|
|
58
|
IFP Advisors
Tampa,
Florida
|
$59K
|
+$33.2K
|
+2,390
|
+478%
|
|
|
59
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$43.6K
|
–
|
–
|
–
|
|
|
60
|
Joel Isaacson & Co
New York
|
$32K
|
+$30.4K
|
+2,190
|
New
|
|
|
61
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$31K
|
–
|
–
|
–
|
|
|
62
|
Next Financial Group
Houston,
Texas
|
$21K
|
+$13.9K
|
+1,000
|
+222%
|
|
|
63
|
Ironwood Financial
Tucson,
Arizona
|
$20K
|
+$18.7K
|
+1,350
|
New
|
|
|
64
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$15K
|
–
|
–
|
–
|
|
|
65
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15K
|
+$13.9K
|
+1,000
|
New
|
|
|
66
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$15K
|
+$13.9K
|
+1,000
|
New
|
|
|
67
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$14K
|
-$1.2M
|
-86,590
|
-99%
|
|
|
68
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$8K
|
-$5.83K
|
-420
|
-42%
|
|
|
69
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$7K
|
–
|
–
|
–
|
|
|
70
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$3K
|
–
|
–
|
–
|
|
|
71
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$3K
|
+$2.78K
|
+200
|
New
|
|
|
72
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
73
|
First Allied Advisory Services
San Diego,
California
|
–
|
-$1.64M
|
-113,310
|
Closed
|
|
|
74
|
|
–
|
-$465K
|
-32,140
|
Closed
|
|
|
75
|
National Planning Corporation
El Segundo,
California
|
–
|
-$306K
|
-22,800
|
Closed
|
|
