|
51
|
Creative Planning
Overland Park,
Kansas
|
$122K
|
-$14.1K
|
-544
|
-10%
|
|
|
52
|
Rockefeller Financial Services
New York
|
$104K
|
–
|
–
|
–
|
|
|
53
|
Duncker Streett & Co
St. Louis,
Missouri
|
$99K
|
–
|
–
|
–
|
|
|
54
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$77K
|
–
|
–
|
–
|
|
|
55
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$75K
|
-$54.1K
|
-2,095
|
-42%
|
|
|
56
|
Oakworth Capital
Birmingham,
Alabama
|
$66K
|
–
|
–
|
–
|
|
|
57
|
American International Group
New York
|
$65.3K
|
–
|
–
|
–
|
|
|
58
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$62K
|
–
|
–
|
–
|
|
|
59
|
National Planning Corporation
El Segundo,
California
|
$58.6K
|
+$57.9K
|
+2,240
|
New
|
|
|
60
|
Gary Goldberg Planning Services
Suffern,
New York
|
$41K
|
–
|
–
|
–
|
|
|
61
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$41K
|
–
|
–
|
–
|
|
|
62
|
WFG Advisors
Dallas,
Texas
|
$41K
|
–
|
–
|
–
|
|
|
63
|
US Bancorp
Minneapolis,
Minnesota
|
$36K
|
–
|
–
|
–
|
|
|
64
|
MSI Financial Services
Springfield,
Massachusetts
|
$34K
|
–
|
–
|
–
|
|
|
65
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$30K
|
–
|
–
|
–
|
|
|
66
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$29K
|
–
|
–
|
–
|
|
|
67
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$26K
|
–
|
–
|
–
|
|
|
68
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$26K
|
–
|
–
|
–
|
|
|
69
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$26K
|
+$25.8K
|
+1,000
|
New
|
|
|
70
|
D.A. Davidson & Co
Great Falls,
Montana
|
$25K
|
–
|
–
|
–
|
|
|
71
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$20.8K
|
–
|
–
|
–
|
|
|
72
|
Central Trust Company
Jefferson City,
Missouri
|
$19K
|
–
|
–
|
–
|
|
|
73
|
Gemmer Asset Management
Walnut Creek,
California
|
$10K
|
–
|
–
|
–
|
|
|
74
|
Lehman Financial Resources
Media,
Pennsylvania
|
$10K
|
–
|
–
|
–
|
|
|
75
|
WealthTrust Fairport
Cleveland,
Ohio
|
$10K
|
–
|
–
|
–
|
|
