|
26
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$105K
|
+$101K
|
+5,135
|
New
|
|
|
27
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$88K
|
–
|
–
|
–
|
|
|
28
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$76K
|
–
|
–
|
–
|
|
|
29
|
US Bancorp
Minneapolis,
Minnesota
|
$44K
|
–
|
–
|
–
|
|
|
30
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$39K
|
–
|
–
|
–
|
|
|
31
|
Southport Capital Management
Chattanooga,
Tennessee
|
$37K
|
+$35.3K
|
+1,795
|
New
|
|
|
32
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$32K
|
+$2.32K
|
+118
|
+8%
|
|
|
33
|
Envestnet Asset Management
Chicago,
Illinois
|
$28K
|
+$2.85K
|
+145
|
+12%
|
|
|
34
|
Creative Planning
Overland Park,
Kansas
|
$27K
|
+$24.2K
|
+1,229
|
+1,596%
|
|
|
35
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$14K
|
–
|
–
|
–
|
|
|
36
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$8K
|
+$7.86K
|
+400
|
New
|
|
|
37
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$7K
|
–
|
–
|
–
|
|
|
38
|
Howe & Rusling
Rochester,
New York
|
$7K
|
+$6.66K
|
+339
|
New
|
|
|
39
|
Asset Dedication LLC
San Francisco,
California
|
$5K
|
-$354
|
-18
|
-6%
|
|
|
40
|
Hudock Inc
Williamsport,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
41
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3K
|
–
|
–
|
–
|
|
|
42
|
Thompson Davis & Co
Richmond,
Virginia
|
$2K
|
–
|
–
|
–
|
|
|
43
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
44
|
|
$1K
|
–
|
–
|
–
|
|
|
45
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.63M
|
-87,067
|
Closed
|
|
|
46
|
Bison Wealth
Atlanta,
Georgia
|
–
|
-$711K
|
-38,023
|
Closed
|
|
|
47
|
American International Group
New York
|
–
|
-$84K
|
-4,488
|
Closed
|
|
|
48
|
IFP Advisors
Tampa,
Florida
|
–
|
-$32K
|
-1,750
|
Closed
|
|
|
49
|
Glassman Wealth Services
Vienna,
Virginia
|
–
|
-$5K
|
-290
|
Closed
|
|
|
50
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
–
|
-$4K
|
-217
|
Closed
|
|
