|
26
|
|
$315K
|
+$312K
|
+7,494
|
New
|
|
|
27
|
Hancock Whitney
Gulfport,
Mississippi
|
$295K
|
+$292K
|
+7,002
|
New
|
|
|
28
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$184K
|
–
|
–
|
–
|
|
|
29
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$139K
|
–
|
–
|
–
|
|
|
30
|
|
$116K
|
–
|
–
|
–
|
|
|
31
|
Ironwood Financial
Tucson,
Arizona
|
$70K
|
+$69.5K
|
+1,668
|
New
|
|
|
32
|
Meeder Asset Management
Dublin,
Ohio
|
$64K
|
-$17.4K
|
-417
|
-21%
|
|
|
33
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$44K
|
–
|
–
|
–
|
|
|
34
|
Cordasco Financial Network
Naples,
Florida
|
$32K
|
–
|
–
|
–
|
|
|
35
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$30K
|
+$29.9K
|
+717
|
New
|
|
|
36
|
US Financial Advisors
Braintree,
Massachusetts
|
$28K
|
–
|
–
|
–
|
|
|
37
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$23K
|
-$5.38K
|
-129
|
-18%
|
|
|
38
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$13K
|
+$12.5K
|
+300
|
New
|
|
|
39
|
US Bancorp
Minneapolis,
Minnesota
|
$13K
|
+$12.5K
|
+300
|
New
|
|
|
40
|
Creative Planning
Overland Park,
Kansas
|
$11K
|
–
|
–
|
–
|
|
|
41
|
Horizon Investment Services
Hammond,
Indiana
|
–
|
-$324K
|
-7,809
|
Closed
|
|
|
42
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
–
|
-$72K
|
-1,725
|
Closed
|
|
|
43
|
Lenox Wealth Advisors
New York
|
–
|
-$52K
|
-1,260
|
Closed
|
|
|
44
|
National Planning Corporation
El Segundo,
California
|
–
|
-$41.1K
|
-1,008
|
Closed
|
|
|
45
|
AllianceBernstein
Nashville,
Tennessee
|
–
|
-$28K
|
-669
|
Closed
|
|
|
46
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$19K
|
-465
|
Closed
|
|
