|
51
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$180K
|
–
|
–
|
–
|
|
|
52
|
SG Americas Securities
New York
|
$131K
|
–
|
–
|
–
|
|
|
53
|
Evercore Wealth Management
New York
|
$91K
|
+$91.9K
|
+1,527
|
New
|
|
|
54
|
US Bancorp
Minneapolis,
Minnesota
|
$66K
|
–
|
–
|
–
|
|
|
55
|
Creative Planning
Overland Park,
Kansas
|
$60K
|
+$18.1K
|
+300
|
+43%
|
|
|
56
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$52K
|
-$20.2K
|
-335
|
-28%
|
|
|
57
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$43K
|
+$43.4K
|
+721
|
New
|
|
|
58
|
WFG Advisors
Dallas,
Texas
|
$40K
|
+$120
|
+2
|
+0.3%
|
|
|
59
|
MSI Financial Services
Springfield,
Massachusetts
|
$39K
|
+$6.02K
|
+100
|
+18%
|
|
|
60
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$36K
|
+$903
|
+15
|
+3%
|
|
|
61
|
Duncker Streett & Co
St. Louis,
Missouri
|
$36K
|
+$12K
|
+200
|
+50%
|
|
|
62
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$30K
|
–
|
–
|
–
|
|
|
63
|
Legal & General Group
London,
United Kingdom
|
$19K
|
–
|
–
|
–
|
|
|
64
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$15K
|
+$15.1K
|
+250
|
New
|
|
|
65
|
Joel Isaacson & Co
New York
|
$4K
|
+$4.21K
|
+70
|
New
|
|
|
66
|
First National Bank of Omaha
Omaha,
Nebraska
|
$478
|
–
|
–
|
–
|
|
|
67
|
Vicus Capital
State College,
Pennsylvania
|
$412
|
+$63.4K
|
+1,053
|
+18%
|
|
|
68
|
|
–
|
-$4.97M
|
-81,865
|
Closed
|
|
|
69
|
First Western Capital Management
Los Angeles,
California
|
–
|
-$303K
|
-5,000
|
Closed
|
|
|
70
|
Godsey & Gibb Inc
Richmond,
Virginia
|
–
|
-$228K
|
-3,764
|
Closed
|
|
|
71
|
National Planning Corporation
El Segundo,
California
|
–
|
-$168K
|
-2,817
|
Closed
|
|
|
72
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
–
|
-$164K
|
-2,700
|
Closed
|
|
|
73
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
–
|
-$52
|
-850
|
Closed
|
|
