|
26
|
Evercore Wealth Management
New York
|
$379K
|
–
|
–
|
–
|
|
|
27
|
Leavell Investment Management
Mobile,
Alabama
|
$342K
|
+$343K
|
+12,960
|
New
|
|
|
28
|
HL Financial Services
Louisville,
Kentucky
|
$316K
|
-$249K
|
-9,400
|
-44%
|
|
|
29
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$273K
|
-$337K
|
-12,753
|
-55%
|
|
|
30
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$267K
|
+$13.1K
|
+495
|
+5%
|
|
|
31
|
Ameriprise
Minneapolis,
Minnesota
|
$258K
|
+$36.4K
|
+1,378
|
+16%
|
|
|
32
|
TDAM USA
Toronto,
Ontario, Canada
|
$206K
|
+$206K
|
+7,800
|
New
|
|
|
33
|
American International Group
New York
|
$172K
|
-$140K
|
-5,301
|
-45%
|
|
|
34
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$70K
|
-$15.9K
|
-600
|
-18%
|
|
|
35
|
Bank of America
Charlotte,
North Carolina
|
$60K
|
+$32.8K
|
+1,241
|
+119%
|
|
|
36
|
US Bancorp
Minneapolis,
Minnesota
|
$57K
|
–
|
–
|
–
|
|
|
37
|
Orinda Asset Management
Lafayette,
California
|
$56K
|
–
|
–
|
–
|
|
|
38
|
|
$32K
|
-$26.4K
|
-1,000
|
-45%
|
|
|
39
|
|
$30K
|
+$2.62K
|
+99
|
+10%
|
|
|
40
|
SignatureFD
Atlanta,
Georgia
|
$22K
|
–
|
–
|
–
|
|
|
41
|
Envestnet Asset Management
Chicago,
Illinois
|
$21K
|
+$19.6K
|
+741
|
+1,482%
|
|
|
42
|
Regal Investment Advisors
Kentwood,
Michigan
|
$14K
|
-$701K
|
-26,523
|
-98%
|
|
|
43
|
Focused Wealth Management
Newburgh,
New York
|
$9K
|
+$8.83K
|
+334
|
New
|
|
|
44
|
Hudock Inc
Williamsport,
Pennsylvania
|
$7K
|
–
|
–
|
–
|
|
|
45
|
Lehman Financial Resources
Media,
Pennsylvania
|
$7K
|
–
|
–
|
–
|
|
|
46
|
Pathstone Family Office
Englewood,
New Jersey
|
$3K
|
–
|
–
|
–
|
|
|
47
|
Private Trust Company
Cleveland,
Ohio
|
$3K
|
–
|
–
|
–
|
|
|
48
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$2K
|
-$39.7K
|
-1,500
|
-96%
|
|
|
49
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
–
|
-$20.8M
|
-807,200
|
Closed
|
|
|
50
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$2.56M
|
-99,268
|
Closed
|
|
