|
26
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$521K
|
-$1.18M
|
-28,725
|
-70%
|
|
|
27
|
Envestnet Asset Management
Chicago,
Illinois
|
$503K
|
+$498K
|
+12,140
|
New
|
|
|
28
|
Ancora Advisors
Cleveland,
Ohio
|
$378K
|
-$316K
|
-7,700
|
Closed
|
|
|
29
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$300K
|
–
|
–
|
–
|
|
|
30
|
Credit Suisse
Zurich,
Switzerland
|
$270K
|
+$267K
|
+6,507
|
New
|
|
|
31
|
Cetera Advisor Networks
El Segundo,
California
|
$251K
|
-$145K
|
-3,550
|
-37%
|
|
|
32
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$188K
|
-$4.1K
|
-100
|
-2%
|
|
|
33
|
Creative Planning
Overland Park,
Kansas
|
$84K
|
+$53.3K
|
+1,300
|
+179%
|
|
|
34
|
Cordasco Financial Network
Naples,
Florida
|
$34K
|
–
|
–
|
–
|
|
|
35
|
Tower Research Capital (TRC)
New York
|
$25K
|
-$20.7K
|
-505
|
-45%
|
|
|
36
|
|
$23K
|
-$25.7K
|
-627
|
-53%
|
|
|
37
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$22K
|
+$22.5K
|
+550
|
New
|
|
|
38
|
Evercore Wealth Management
New York
|
$21K
|
+$20.5K
|
+501
|
New
|
|
|
39
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$16K
|
+$15.4K
|
+376
|
New
|
|
|
40
|
SEI Investments
Oaks,
Pennsylvania
|
$12K
|
+$12K
|
+293
|
New
|
|
|
41
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$6K
|
+$6.23K
|
+152
|
New
|
|
|
42
|
Hudock Inc
Williamsport,
Pennsylvania
|
$6K
|
+$6.39K
|
+156
|
New
|
|
|
43
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$123
|
-$25K
|
-610
|
-17%
|
|
|
44
|
Klingman & Associates
New York
|
–
|
-$5.05M
|
-123,793
|
Closed
|
|
|
45
|
SG Americas Securities
New York
|
–
|
-$897K
|
-21,994
|
Closed
|
|
|
46
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
–
|
-$759K
|
-18,635
|
Closed
|
|
|
47
|
National Planning Corporation
El Segundo,
California
|
–
|
-$61.5K
|
-1,535
|
Closed
|
|
|
48
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
–
|
-$53
|
-1,307
|
Closed
|
|
|
49
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
–
|
-$39K
|
-950
|
Closed
|
|
|
50
|
WFG Advisors
Dallas,
Texas
|
–
|
-$27K
|
-657
|
Closed
|
|
