|
26
|
Oakworth Capital
Birmingham,
Alabama
|
$210K
|
–
|
–
|
–
|
|
|
27
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$175K
|
-$8.15K
|
-175
|
-4%
|
|
|
28
|
Waverly Advisors
Birmingham,
Alabama
|
$137K
|
+$15.1K
|
+325
|
+12%
|
|
|
29
|
Avior Wealth Management
Omaha,
Nebraska
|
$126K
|
+$9.22K
|
+198
|
+8%
|
|
|
30
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$124K
|
+$5.59K
|
+120
|
+5%
|
|
|
31
|
|
$87K
|
-$15.8K
|
-339
|
-15%
|
|
|
32
|
Creative Planning
Overland Park,
Kansas
|
$79K
|
+$17.8K
|
+382
|
+28%
|
|
|
33
|
Private Advisor Group
Morristown,
New Jersey
|
$61K
|
+$62.2K
|
+1,335
|
New
|
|
|
34
|
Focused Wealth Management
Newburgh,
New York
|
$38K
|
+$3.12K
|
+67
|
+9%
|
|
|
35
|
Regal Investment Advisors
Kentwood,
Michigan
|
$27K
|
–
|
–
|
–
|
|
|
36
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$27K
|
+$27.9K
|
+600
|
New
|
|
|
37
|
Peachtree Investment Advisors
Atlanta,
Georgia
|
$21K
|
+$21K
|
+450
|
New
|
|
|
38
|
MSI Financial Services
Springfield,
Massachusetts
|
$16K
|
+$14K
|
+300
|
+600%
|
|
|
39
|
Envestnet Asset Management
Chicago,
Illinois
|
$12K
|
+$11.9K
|
+255
|
New
|
|
|
40
|
|
$11K
|
–
|
–
|
–
|
|
|
41
|
Boston Private Bank & Trust
Boston,
Massachusetts
|
$9K
|
+$9.31K
|
+200
|
New
|
|
|
42
|
CKW Financial Group
Honolulu,
Hawaii
|
$7K
|
–
|
–
|
–
|
|
|
43
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$7K
|
+$6.71K
|
+144
|
New
|
|
|
44
|
Gemmer Asset Management
Walnut Creek,
California
|
$5K
|
+$5.36K
|
+115
|
New
|
|
|
45
|
Partnervest Advisory Services
Santa Barbara,
California
|
–
|
-$87K
|
-1,847
|
Closed
|
|
|
46
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$24K
|
-500
|
Closed
|
|
