|
51
|
Creative Planning
Overland Park,
Kansas
|
$136K
|
–
|
–
|
–
|
|
|
52
|
Rockefeller Financial Services
New York
|
$105K
|
–
|
–
|
–
|
|
|
53
|
Duncker Streett & Co
St. Louis,
Missouri
|
$100K
|
–
|
–
|
–
|
|
|
54
|
IFP Advisors
Tampa,
Florida
|
$81K
|
+$80.6K
|
+3,076
|
New
|
|
|
55
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$79K
|
–
|
–
|
–
|
|
|
56
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$75K
|
–
|
–
|
–
|
|
|
57
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$72K
|
-$48.5K
|
-1,850
|
-40%
|
|
|
58
|
Oakworth Capital
Birmingham,
Alabama
|
$67K
|
–
|
–
|
–
|
|
|
59
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$63K
|
–
|
–
|
–
|
|
|
60
|
American International Group
New York
|
$61K
|
-$6.26K
|
-239
|
-9%
|
|
|
61
|
Russell Frank Company
Seattle,
Washington
|
$58K
|
-$57.6K
|
-2,200
|
-50%
|
|
|
62
|
Bruderman Asset Management
Locust Valley,
New York
|
$42K
|
–
|
–
|
–
|
|
|
63
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$42K
|
–
|
–
|
–
|
|
|
64
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$30K
|
+$29.9K
|
+1,140
|
New
|
|
|
65
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$29K
|
–
|
–
|
–
|
|
|
66
|
WealthPLAN Partners
Omaha,
Nebraska
|
$26.8K
|
+$26.7K
|
+1,019
|
New
|
|
|
67
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$26K
|
–
|
–
|
–
|
|
|
68
|
D.A. Davidson & Co
Great Falls,
Montana
|
$26K
|
–
|
–
|
–
|
|
|
69
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$26K
|
–
|
–
|
–
|
|
|
70
|
Tortoise Investment Management
White Plains,
New York
|
$26K
|
+$25.5K
|
+975
|
New
|
|
|
71
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$26K
|
+$26.2K
|
+1,000
|
New
|
|
|
72
|
Zions Bancorporation
Salt Lake City,
Utah
|
$26K
|
+$26.2K
|
+1,000
|
New
|
|
|
73
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$21.1K
|
–
|
–
|
–
|
|
|
74
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$16K
|
–
|
–
|
–
|
|
|
75
|
Gemmer Asset Management
Walnut Creek,
California
|
$11K
|
–
|
–
|
–
|
|
