|
26
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$224K
|
–
|
–
|
–
|
|
|
27
|
US Bancorp
Minneapolis,
Minnesota
|
$97K
|
–
|
–
|
–
|
|
|
28
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$95K
|
+$4.95K
|
+100
|
+6%
|
|
|
29
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$87K
|
–
|
–
|
–
|
|
|
30
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$82K
|
–
|
–
|
–
|
|
|
31
|
GFI Investment Counsel
Toronto,
Ontario, Canada
|
$77K
|
–
|
–
|
–
|
|
|
32
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$71K
|
+$36.5K
|
+737
|
+114%
|
|
|
33
|
Creative Planning
Overland Park,
Kansas
|
$60K
|
–
|
–
|
–
|
|
|
34
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$59K
|
–
|
–
|
–
|
|
|
35
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$55K
|
–
|
–
|
–
|
|
|
36
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$33K
|
–
|
–
|
–
|
|
|
37
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$25K
|
+$23.8K
|
+480
|
New
|
|
|
38
|
Focused Wealth Management
Newburgh,
New York
|
$21K
|
–
|
–
|
–
|
|
|
39
|
|
$17K
|
–
|
–
|
–
|
|
|
40
|
Envestnet Asset Management
Chicago,
Illinois
|
$15K
|
-$297
|
-6
|
-2%
|
|
|
41
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12K
|
+$11.2K
|
+226
|
New
|
|
|
42
|
Watermark Asset Management
San Ramon,
California
|
$11K
|
+$10.1K
|
+205
|
New
|
|
|
43
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$10K
|
–
|
–
|
–
|
|
|
44
|
Ironwood Financial
Tucson,
Arizona
|
$7K
|
–
|
–
|
–
|
|
|
45
|
Advisor Group
Phoenix,
Arizona
|
$5K
|
–
|
–
|
–
|
|
|
46
|
IFP Advisors
Tampa,
Florida
|
$5K
|
–
|
–
|
–
|
|
|
47
|
|
$5K
|
–
|
–
|
–
|
|
|
48
|
SEI Investments
Oaks,
Pennsylvania
|
$5K
|
+$5.1K
|
+103
|
New
|
|
|
49
|
Patten Group
Chattanooga,
Tennessee
|
$4K
|
–
|
–
|
–
|
|
|
50
|
Cribstone Capital Management
Augusta,
Maine
|
$1K
|
–
|
–
|
–
|
|
