|
26
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$273K
|
-$155K
|
-11,340
|
-39%
|
|
|
27
|
SVA Wealth Management
Madison,
Wisconsin
|
$250K
|
+$220K
|
+16,046
|
New
|
|
|
28
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$227K
|
+$199K
|
+14,549
|
New
|
|
|
29
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$218K
|
+$29.7K
|
+2,170
|
+18%
|
|
|
30
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$204K
|
-$1.06M
|
-77,459
|
-86%
|
|
|
31
|
Creative Planning
Overland Park,
Kansas
|
$102K
|
+$11.2K
|
+814
|
+14%
|
|
|
32
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$76K
|
–
|
–
|
–
|
|
|
33
|
Envestnet Asset Management
Chicago,
Illinois
|
$55K
|
-$4.36M
|
-318,302
|
-99%
|
|
|
34
|
|
$52K
|
+$14
|
+1
|
+0%
|
|
|
35
|
Stanford Investment Group
Mountain View,
California
|
$39K
|
+$34.7K
|
+2,530
|
New
|
|
|
36
|
|
$29K
|
+$12.4K
|
+907
|
+97%
|
|
|
37
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$25K
|
-$6.85K
|
-500
|
-24%
|
|
|
38
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$17K
|
-$83.7K
|
-6,106
|
-85%
|
|
|
39
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$15K
|
–
|
–
|
–
|
|
|
40
|
Pathstone Family Office
Englewood,
New Jersey
|
$15K
|
+$14
|
+1
|
+0.1%
|
|
|
41
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$13K
|
-$5.48K
|
-400
|
-32%
|
|
|
42
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$12K
|
-$2.73K
|
-199
|
-20%
|
|
|
43
|
MSI Financial Services
Springfield,
Massachusetts
|
$11K
|
–
|
–
|
–
|
|
|
44
|
American International Group
New York
|
$10K
|
–
|
–
|
–
|
|
|
45
|
US Bancorp
Minneapolis,
Minnesota
|
$9K
|
–
|
–
|
–
|
|
|
46
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$5K
|
+$4.11K
|
+300
|
New
|
|
|
47
|
Focused Wealth Management
Newburgh,
New York
|
$1K
|
–
|
–
|
–
|
|
|
48
|
State Street
Boston,
Massachusetts
|
–
|
-$2.29M
|
-164,100
|
Closed
|
|
|
49
|
Signet Financial Management
Parsippany,
New Jersey
|
–
|
-$1.78M
|
-128,037
|
Closed
|
|
|
50
|
|
–
|
-$956K
|
-68,559
|
Closed
|
|
