|
76
|
Envestnet Asset Management
Chicago,
Illinois
|
$106K
|
+$102K
|
+1,576
|
New
|
|
|
77
|
Evercore Wealth Management
New York
|
$102K
|
–
|
–
|
–
|
|
|
78
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$93.9K
|
–
|
–
|
–
|
|
|
79
|
US Bancorp
Minneapolis,
Minnesota
|
$74K
|
–
|
–
|
–
|
|
|
80
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$72K
|
+$69.5K
|
+1,078
|
New
|
|
|
81
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$55K
|
–
|
–
|
–
|
|
|
82
|
First Personal Financial Services
Charlotte,
North Carolina
|
$50K
|
–
|
–
|
–
|
|
|
83
|
Creative Planning
Overland Park,
Kansas
|
$47K
|
-$129
|
-2
|
-0.3%
|
|
|
84
|
Duncker Streett & Co
St. Louis,
Missouri
|
$40K
|
–
|
–
|
–
|
|
|
85
|
WFG Advisors
Dallas,
Texas
|
$34K
|
-$4.58K
|
-71
|
-12%
|
|
|
86
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$34K
|
–
|
–
|
–
|
|
|
87
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$27K
|
-$4K
|
-62
|
-13%
|
|
|
88
|
|
$21K
|
+$903
|
+14
|
+5%
|
|
|
89
|
Legal & General Group
London,
United Kingdom
|
$20K
|
–
|
–
|
–
|
|
|
90
|
ClearBridge Investments
New York
|
$11K
|
–
|
–
|
–
|
|
|
91
|
Global Retirement Partners
San Rafael,
California
|
$9K
|
+$8.39K
|
+130
|
New
|
|
|
92
|
Valley Wealth Managers
Paramus,
New Jersey
|
$3K
|
–
|
–
|
–
|
|
|
93
|
AllSquare Wealth Management
Albany,
New York
|
$2K
|
+$2.06K
|
+32
|
New
|
|
|
94
|
Vanguard Group
Malvern,
Pennsylvania
|
–
|
-$334K
|
-5,335
|
Closed
|
|
|
95
|
Central Trust Company
Jefferson City,
Missouri
|
–
|
-$31K
|
-500
|
Closed
|
|
|
96
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
–
|
-$21K
|
-341
|
Closed
|
|
|
97
|
SignatureFD
Atlanta,
Georgia
|
–
|
-$21K
|
-341
|
Closed
|
|
|
98
|
Brown Brothers Harriman & Co
New York
|
–
|
-$5K
|
-77
|
Closed
|
|
