|
26
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$205K
|
+$49
|
+1
|
+0%
|
|
|
27
|
Lebenthal Asset Management
New York
|
$183K
|
+$186K
|
+3,804
|
New
|
|
|
28
|
US Bancorp
Minneapolis,
Minnesota
|
$91K
|
–
|
–
|
–
|
|
|
29
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$85K
|
–
|
–
|
–
|
|
|
30
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$81K
|
–
|
–
|
–
|
|
|
31
|
Creative Planning
Overland Park,
Kansas
|
$56K
|
–
|
–
|
–
|
|
|
32
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$56K
|
+$30.9K
|
+632
|
+116%
|
|
|
33
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$55K
|
–
|
–
|
–
|
|
|
34
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$51K
|
–
|
–
|
–
|
|
|
35
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$45K
|
+$3.52K
|
+72
|
+8%
|
|
|
36
|
MSI Financial Services
Springfield,
Massachusetts
|
$39K
|
-$44.6K
|
-912
|
-53%
|
|
|
37
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$32K
|
–
|
–
|
–
|
|
|
38
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$31K
|
+$6.36K
|
+130
|
+25%
|
|
|
39
|
Tower Research Capital (TRC)
New York
|
$30K
|
-$16.3K
|
-333
|
-35%
|
|
|
40
|
Joel Isaacson & Co
New York
|
$26K
|
–
|
–
|
–
|
|
|
41
|
Focused Wealth Management
Newburgh,
New York
|
$19K
|
+$7.34K
|
+150
|
+59%
|
|
|
42
|
|
$16K
|
+$6.32K
|
+129
|
+65%
|
|
|
43
|
Ironwood Financial
Tucson,
Arizona
|
$6K
|
–
|
–
|
–
|
|
|
44
|
Advisor Group
Phoenix,
Arizona
|
$5K
|
-$6.61K
|
-135
|
-55%
|
|
|
45
|
IFP Advisors
Tampa,
Florida
|
$5K
|
–
|
–
|
–
|
|
|
46
|
Patten Group
Chattanooga,
Tennessee
|
$3.51K
|
–
|
–
|
–
|
|
|
47
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$1K
|
-$3.92K
|
-80
|
-73%
|
|
|
48
|
Citadel Advisors
Miami,
Florida
|
–
|
-$553K
|
-11,796
|
Closed
|
|
|
49
|
First Horizon Advisors
Memphis,
Tennessee
|
–
|
-$7K
|
-146
|
Closed
|
|
|
50
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$3K
|
-65
|
Closed
|
|
