|
26
|
American International Group
New York
|
$259K
|
+$10.5K
|
+200
|
+4%
|
|
|
27
|
US Bancorp
Minneapolis,
Minnesota
|
$163K
|
–
|
–
|
–
|
|
|
28
|
Creative Planning
Overland Park,
Kansas
|
$150K
|
+$105
|
+2
|
+0.1%
|
|
|
29
|
BlackRock Institutional Trust
San Francisco,
California
|
$120K
|
+$117K
|
+2,222
|
New
|
|
|
30
|
First City Capital Management
Savannah,
Georgia
|
$97.3K
|
+$94.9K
|
+1,800
|
New
|
|
|
31
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$84K
|
+$6.75K
|
+128
|
+9%
|
|
|
32
|
LifePlan Financial Group
Dayton,
Ohio
|
$79K
|
–
|
–
|
–
|
|
|
33
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$62K
|
–
|
–
|
–
|
|
|
34
|
WFG Advisors
Dallas,
Texas
|
$54K
|
–
|
–
|
–
|
|
|
35
|
M&T Bank
Buffalo,
New York
|
$41K
|
–
|
–
|
–
|
|
|
36
|
MSI Financial Services
Springfield,
Massachusetts
|
$40K
|
+$6.86K
|
+130
|
+21%
|
|
|
37
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$37.8K
|
–
|
–
|
–
|
|
|
38
|
|
$32K
|
+$31.6K
|
+600
|
New
|
|
|
39
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$24K
|
+$211
|
+4
|
+0.9%
|
|
|
40
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$23K
|
+$22K
|
+418
|
New
|
|
|
41
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$16K
|
-$316
|
-6
|
-2%
|
|
|
42
|
Avior Wealth Management
Omaha,
Nebraska
|
$13K
|
+$12.9K
|
+244
|
New
|
|
|
43
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11K
|
-$3.56M
|
-67,408
|
-100%
|
|
|
44
|
SignatureFD
Atlanta,
Georgia
|
$10K
|
–
|
–
|
–
|
|
|
45
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
46
|
Envestnet Asset Management
Chicago,
Illinois
|
$1K
|
+$527
|
+10
|
New
|
|
|
47
|
IMS Capital Management
Portland,
Oregon
|
–
|
-$251K
|
-4,720
|
Closed
|
|
|
48
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$106K
|
-2,000
|
Closed
|
|
|
49
|
|
–
|
-$24K
|
-450
|
Closed
|
|
