|
26
|
Professional Planning
Thousand Oaks,
California
|
$200K
|
+$199K
|
+6,990
|
New
|
|
|
27
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$165K
|
-$235K
|
-8,250
|
-59%
|
|
|
28
|
Spire Wealth Management
Mclean,
Virginia
|
$118K
|
+$117K
|
+4,112
|
New
|
|
|
29
|
American Portfolios Advisors
Holbrook,
New York
|
$112K
|
+$111K
|
+3,918
|
New
|
|
|
30
|
|
$108K
|
-$44.3K
|
-1,557
|
-29%
|
|
|
31
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$83K
|
–
|
–
|
–
|
|
|
32
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$75.4K
|
+$74.8K
|
+2,633
|
New
|
|
|
33
|
UBS Group
Zurich,
Switzerland
|
$65K
|
+$64.9K
|
+2,283
|
New
|
|
|
34
|
Next Financial Group
Houston,
Texas
|
$64K
|
+$7.13K
|
+251
|
+13%
|
|
|
35
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$63K
|
+$62.5K
|
+2,200
|
New
|
|
|
36
|
Lazard Asset Management
New York
|
$51K
|
–
|
–
|
–
|
|
|
37
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$37K
|
–
|
–
|
–
|
|
|
38
|
Valley Brook Capital Group
Venetia,
Pennsylvania
|
$28K
|
–
|
–
|
–
|
|
|
39
|
Wells Fargo
San Francisco,
California
|
$16K
|
–
|
–
|
–
|
|
|
40
|
William Blair & Company
Chicago,
Illinois
|
$14K
|
–
|
–
|
–
|
|
|
41
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8K
|
–
|
–
|
–
|
|
|
42
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$8K
|
+$7.79K
|
+274
|
New
|
|
|
43
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$4K
|
+$3.55K
|
+125
|
New
|
|
|
44
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$458
|
–
|
–
|
–
|
|
|
45
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
–
|
-$851K
|
-29,864
|
Closed
|
|
|
46
|
West Family Investments
Carlsbad,
California
|
–
|
-$599K
|
-20,995
|
Closed
|
|
|
47
|
Mutual Advisors
Omaha,
Nebraska
|
–
|
-$530K
|
-18,605
|
Closed
|
|
|
48
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$451K
|
-15,822
|
Closed
|
|
|
49
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$403K
|
-14,247
|
Closed
|
|
|
50
|
Northern Trust
Chicago,
Illinois
|
–
|
-$4K
|
-13,585
|
Closed
|
|
