|
51
|
US Bancorp
Minneapolis,
Minnesota
|
$230K
|
–
|
–
|
–
|
|
|
52
|
ACG Wealth
Atlanta,
Georgia
|
$208K
|
+$205K
|
+5,000
|
New
|
|
|
53
|
Next Financial Group
Houston,
Texas
|
$182K
|
-$44.8K
|
-1,092
|
-20%
|
|
|
54
|
Sandy Spring Bank
Olney,
Maryland
|
$156K
|
–
|
–
|
–
|
|
|
55
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$141K
|
+$27.9K
|
+680
|
+25%
|
|
|
56
|
SEI Investments
Oaks,
Pennsylvania
|
$98K
|
–
|
–
|
–
|
|
|
57
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$71K
|
-$14.9K
|
-364
|
-18%
|
|
|
58
|
Whittier Trust
South Pasadena,
California
|
$40K
|
–
|
–
|
–
|
|
|
59
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$40K
|
+$164
|
+4
|
+0.4%
|
|
|
60
|
IHT Wealth Management
Chicago,
Illinois
|
$30K
|
+$24.6K
|
+600
|
+750%
|
|
|
61
|
Horan Securities
Cincinnati,
United States
|
$29K
|
+$28.7K
|
+700
|
New
|
|
|
62
|
Parallel Advisors
San Francisco,
California
|
$25K
|
+$24.8K
|
+604
|
New
|
|
|
63
|
Sonora Investment Management
Tucson,
Arizona
|
$19.8K
|
–
|
–
|
–
|
|
|
64
|
LBA Wealth Management
Jacksonville,
Florida
|
$17K
|
–
|
–
|
–
|
|
|
65
|
Asset Dedication LLC
San Francisco,
California
|
$13K
|
–
|
–
|
–
|
|
|
66
|
|
$12K
|
–
|
–
|
–
|
|
|
67
|
Creative Planning
Overland Park,
Kansas
|
$12K
|
+$12.3K
|
+300
|
New
|
|
|
68
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$7.67K
|
-$3.29K
|
-80
|
-30%
|
|
|
69
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$5K
|
–
|
–
|
–
|
|
|
70
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$4K
|
–
|
–
|
–
|
|
|
71
|
WhitTier Trust Company
Reno,
Nevada
|
$3K
|
–
|
–
|
–
|
|
|
72
|
|
$2K
|
–
|
–
|
–
|
|
|
73
|
Steward Partners Investment Advisory
New York
|
$1K
|
+$1.15K
|
+28
|
New
|
|
|
74
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
–
|
-$5.32M
|
-135,320
|
Closed
|
|
|
75
|
|
–
|
-$4.04M
|
-102,628
|
Closed
|
|
