|
51
|
ProVise Management Group
Clearwater,
Florida
|
$205K
|
–
|
–
|
–
|
|
|
52
|
Creative Planning
Overland Park,
Kansas
|
$174K
|
+$177K
|
+13,310
|
New
|
|
|
53
|
Truist Financial
Charlotte,
North Carolina
|
$156K
|
-$9.82K
|
-738
|
-6%
|
|
|
54
|
Bremer Bank National Association
St Paul,
Minnesota
|
$152K
|
–
|
–
|
–
|
|
|
55
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$150K
|
–
|
–
|
–
|
|
|
56
|
Private Advisor Group
Morristown,
New Jersey
|
$149K
|
+$152K
|
+11,413
|
New
|
|
|
57
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$142K
|
–
|
–
|
–
|
|
|
58
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$95K
|
–
|
–
|
–
|
|
|
59
|
American Portfolios Advisors
Holbrook,
New York
|
$88.7K
|
+$2.04K
|
+153
|
+2%
|
|
|
60
|
Kore Private Wealth
New York
|
$70K
|
–
|
–
|
–
|
|
|
61
|
Capital Bank & Trust
Irvine,
California
|
$54K
|
–
|
–
|
–
|
|
|
62
|
Caldwell Trust
Venice,
Florida
|
$52.3K
|
–
|
–
|
–
|
|
|
63
|
tru Independence
Portland,
Oregon
|
$43K
|
–
|
–
|
–
|
|
|
64
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$35K
|
–
|
–
|
–
|
|
|
65
|
FNY Investment Advisers
New York
|
$32K
|
-$112K
|
-8,400
|
-77%
|
|
|
66
|
M&R Capital Management
Summit,
New Jersey
|
$26K
|
–
|
–
|
–
|
|
|
67
|
|
$18K
|
+$4.06K
|
+305
|
+29%
|
|
|
68
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$13.1K
|
–
|
–
|
–
|
|
|
69
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$12K
|
–
|
–
|
–
|
|
|
70
|
SVB Wealth
Boston,
Massachusetts
|
$9K
|
–
|
–
|
–
|
|
|
71
|
Panagora Asset Management
Boston,
Massachusetts
|
$8K
|
+$4.4K
|
+331
|
+118%
|
|
|
72
|
TCI Wealth Advisors
Tucson,
Arizona
|
$3K
|
+$3.41K
|
+256
|
New
|
|
|
73
|
Ackerman Capital Advisors
Dallas,
Texas
|
–
|
-$2.41M
|
-181,558
|
Closed
|
|
|
74
|
Wolverine Asset Management
Chicago,
Illinois
|
–
|
-$1.45M
|
-109,134
|
Closed
|
|
|
75
|
Landscape Capital Management
Englewood,
New Jersey
|
–
|
-$840K
|
-63,169
|
Closed
|
|
