|
26
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$207K
|
+$210K
|
+4,416
|
New
|
|
|
27
|
US Bancorp
Minneapolis,
Minnesota
|
$89K
|
–
|
–
|
–
|
|
|
28
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$83K
|
–
|
–
|
–
|
|
|
29
|
MSI Financial Services
Springfield,
Massachusetts
|
$81K
|
-$15.6K
|
-328
|
-16%
|
|
|
30
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$79K
|
–
|
–
|
–
|
|
|
31
|
Creative Planning
Overland Park,
Kansas
|
$55K
|
–
|
–
|
–
|
|
|
32
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$54K
|
-$365K
|
-7,665
|
-87%
|
|
|
33
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$50K
|
+$381
|
+8
|
+0.8%
|
|
|
34
|
Tower Research Capital (TRC)
New York
|
$44K
|
+$45K
|
+945
|
New
|
|
|
35
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$40K
|
+$11.3K
|
+237
|
+38%
|
|
|
36
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$30K
|
–
|
–
|
–
|
|
|
37
|
Joel Isaacson & Co
New York
|
$25K
|
+$190
|
+4
|
+0.8%
|
|
|
38
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$25K
|
+$190
|
+4
|
+0.7%
|
|
|
39
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$24K
|
–
|
–
|
–
|
|
|
40
|
Focused Wealth Management
Newburgh,
New York
|
$12K
|
+$95
|
+2
|
+0.8%
|
|
|
41
|
|
$9K
|
-$95
|
-2
|
-1%
|
|
|
42
|
Advisor Group
Phoenix,
Arizona
|
$9K
|
+$11.6K
|
+244
|
New
|
|
|
43
|
First Horizon Advisors
Memphis,
Tennessee
|
$7K
|
-$1.23M
|
-25,917
|
-99%
|
|
|
44
|
Ironwood Financial
Tucson,
Arizona
|
$6K
|
+$6.09K
|
+128
|
New
|
|
|
45
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$5K
|
+$3.81K
|
+80
|
+276%
|
|
|
46
|
IFP Advisors
Tampa,
Florida
|
$5K
|
+$4.62K
|
+97
|
New
|
|
|
47
|
Patten Group
Chattanooga,
Tennessee
|
$3.51K
|
–
|
–
|
–
|
|
|
48
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3K
|
+$3.1K
|
+65
|
New
|
|
|
49
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$1K
|
+$667
|
+14
|
New
|
|
|
50
|
Ameriprise
Minneapolis,
Minnesota
|
–
|
-$11.3M
|
-236,723
|
Closed
|
|
