|
51
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
$55K
|
–
|
–
|
–
|
|
|
52
|
North Star Investment Management
Chicago,
Illinois
|
$46K
|
–
|
–
|
–
|
|
|
53
|
Oakworth Capital
Birmingham,
Alabama
|
$41K
|
–
|
–
|
–
|
|
|
54
|
Simon Quick Advisors
Morristown,
New Jersey
|
$41K
|
+$40.6K
|
+1,596
|
New
|
|
|
55
|
Security National Trust
Wheeling,
West Virginia
|
$31K
|
–
|
–
|
–
|
|
|
56
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$28K
|
-$12.7K
|
-500
|
-32%
|
|
|
57
|
US Bancorp
Minneapolis,
Minnesota
|
$26K
|
-$25.1K
|
-985
|
-49%
|
|
|
58
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$25K
|
–
|
–
|
–
|
|
|
59
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$21K
|
–
|
–
|
–
|
|
|
60
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$20K
|
+$20.4K
|
+800
|
New
|
|
|
61
|
Allworth Financial
Folsom,
California
|
$17K
|
–
|
–
|
–
|
|
|
62
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$17K
|
–
|
–
|
–
|
|
|
63
|
Geneos Wealth Management
Englewood,
Colorado
|
$15K
|
+$254
|
+10
|
+2%
|
|
|
64
|
Reilly Financial Advisors
La Mesa,
California
|
$15K
|
+$15.3K
|
+600
|
New
|
|
|
65
|
Huntington National Bank
Columbus,
Ohio
|
$14K
|
–
|
–
|
–
|
|
|
66
|
Next Financial Group
Houston,
Texas
|
$14K
|
–
|
–
|
–
|
|
|
67
|
Parallel Advisors
San Francisco,
California
|
$12K
|
+$153
|
+6
|
+1%
|
|
|
68
|
Advisory Services Network
Atlanta,
Georgia
|
$11K
|
+$51
|
+2
|
+0.5%
|
|
|
69
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$8.31K
|
–
|
–
|
–
|
|
|
70
|
Evercore Wealth Management
New York
|
$5K
|
–
|
–
|
–
|
|
|
71
|
SEI Investments
Oaks,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
72
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$3K
|
+$2.54K
|
+100
|
New
|
|
|
73
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
74
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$1K
|
+$1.4K
|
+55
|
New
|
|
|
75
|
Shaker Financial Services
Arlington,
Virginia
|
–
|
-$340K
|
-13,798
|
Closed
|
|
