|
26
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$96K
|
+$98K
|
+4,401
|
New
|
|
|
27
|
US Bancorp
Minneapolis,
Minnesota
|
$94K
|
–
|
–
|
–
|
|
|
28
|
Bank of America
Charlotte,
North Carolina
|
$91K
|
+$2.05K
|
+92
|
+2%
|
|
|
29
|
Creative Planning
Overland Park,
Kansas
|
$35K
|
+$2.2K
|
+99
|
+7%
|
|
|
30
|
Regal Investment Advisors
Kentwood,
Michigan
|
$20K
|
+$356
|
+16
|
+2%
|
|
|
31
|
Rockefeller Financial Services
New York
|
$18K
|
–
|
–
|
–
|
|
|
32
|
|
$17K
|
+$2.29K
|
+103
|
+15%
|
|
|
33
|
Tower Research Capital (TRC)
New York
|
$16K
|
-$12.2K
|
-548
|
-42%
|
|
|
34
|
Focused Wealth Management
Newburgh,
New York
|
$16K
|
+$579
|
+26
|
+4%
|
|
|
35
|
MSI Financial Services
Springfield,
Massachusetts
|
$15K
|
+$223
|
+10
|
+2%
|
|
|
36
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$12K
|
–
|
–
|
–
|
|
|
37
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$11K
|
+$200
|
+9
|
+2%
|
|
|
38
|
Thompson Davis & Co
Richmond,
Virginia
|
$11K
|
+$11.3K
|
+509
|
New
|
|
|
39
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$10K
|
+$10.3K
|
+465
|
New
|
|
|
40
|
Boston Private Bank & Trust
Boston,
Massachusetts
|
$4K
|
–
|
–
|
–
|
|
|
41
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
42
|
TCI Wealth Advisors
Tucson,
Arizona
|
$1K
|
+$245
|
+11
|
New
|
|
|
43
|
Lazard Asset Management
New York
|
–
|
-$3.06M
|
-149,729
|
Closed
|
|
|
44
|
Shaker Financial Services
Arlington,
Virginia
|
–
|
-$1.07M
|
-52,133
|
Closed
|
|
|
45
|
SG Americas Securities
New York
|
–
|
-$593K
|
-29,031
|
Closed
|
|
|
46
|
|
–
|
-$542K
|
-26,510
|
Closed
|
|
|
47
|
Reilly Financial Advisors
La Mesa,
California
|
–
|
-$19K
|
-929
|
Closed
|
|
|
48
|
Central Bank & Trust
Lexington,
Kentucky
|
–
|
-$14K
|
-684
|
Closed
|
|
|
49
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$7K
|
-336
|
Closed
|
|
|
50
|
Gemmer Asset Management
Walnut Creek,
California
|
–
|
+$312
|
+14
|
New
|
|
