|
26
|
OTA Financial Group
Purchase,
New York
|
$210K
|
+$220K
|
+15,048
|
New
|
|
|
27
|
M&T Bank
Buffalo,
New York
|
$190K
|
–
|
–
|
–
|
|
|
28
|
Sterneck Capital Management
Kansas City,
Missouri
|
$175K
|
+$183K
|
+12,500
|
New
|
|
|
29
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$172K
|
-$29.5K
|
-2,018
|
-14%
|
|
|
30
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$166K
|
+$174K
|
+11,872
|
New
|
|
|
31
|
Creative Planning
Overland Park,
Kansas
|
$140K
|
+$117K
|
+8,000
|
+396%
|
|
|
32
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$96K
|
–
|
–
|
–
|
|
|
33
|
Wolverine Asset Management
Chicago,
Illinois
|
$88K
|
+$92.5K
|
+6,322
|
New
|
|
|
34
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$57K
|
+$3.41K
|
+233
|
+6%
|
|
|
35
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$56K
|
+$58.5K
|
+4,000
|
New
|
|
|
36
|
Advisor Group
Phoenix,
Arizona
|
$47K
|
+$49.8K
|
+3,400
|
New
|
|
|
37
|
Gradient Investments
Arden Hills,
Minnesota
|
$31K
|
–
|
–
|
–
|
|
|
38
|
IFP Advisors
Tampa,
Florida
|
$31K
|
–
|
–
|
–
|
|
|
39
|
Oakworth Capital
Birmingham,
Alabama
|
$29K
|
+$29.3K
|
+2,000
|
New
|
|
|
40
|
Archford Capital Strategies
Swansea,
Illinois
|
$20K
|
+$20.3K
|
+1,385
|
New
|
|
|
41
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$18K
|
–
|
–
|
–
|
|
|
42
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$14K
|
–
|
–
|
–
|
|
|
43
|
WFG Advisors
Dallas,
Texas
|
$12K
|
+$12.2K
|
+832
|
New
|
|
|
44
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$2K
|
+$1.76K
|
+120
|
New
|
|
|
45
|
Transform Wealth
Greenwood Village,
Colorado
|
–
|
-$200K
|
-12,545
|
Closed
|
|
|
46
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$56K
|
-3,526
|
Closed
|
|
