|
26
|
V Wealth Advisors
Overland Park,
Kansas
|
$280K
|
+$266K
|
+11,508
|
New
|
|
|
27
|
Bank of New York Mellon
New York
|
$208K
|
+$197K
|
+8,516
|
New
|
|
|
28
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$205K
|
+$194K
|
+8,400
|
New
|
|
|
29
|
BB&T Securities
Richmond,
Virginia
|
$205K
|
+$194K
|
+8,416
|
New
|
|
|
30
|
American International Group
New York
|
$200K
|
-$9.05K
|
-392
|
-5%
|
|
|
31
|
IFP Advisors
Tampa,
Florida
|
$155K
|
+$178K
|
+7,716
|
+61%
|
|
|
32
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$106K
|
–
|
–
|
–
|
|
|
33
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$86K
|
–
|
–
|
–
|
|
|
34
|
Edmond de Rothschild (Suisse)
Geneva,
Switzerland
|
$86K
|
–
|
–
|
–
|
|
|
35
|
Creative Planning
Overland Park,
Kansas
|
$79K
|
–
|
–
|
–
|
|
|
36
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$72K
|
+$185
|
+8
|
+0.3%
|
|
|
37
|
Avior Wealth Management
Omaha,
Nebraska
|
$67K
|
+$20.8K
|
+900
|
+49%
|
|
|
38
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$50K
|
-$8.5K
|
-368
|
-15%
|
|
|
39
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$47K
|
+$4.62K
|
+200
|
+12%
|
|
|
40
|
MSI Financial Services
Springfield,
Massachusetts
|
$45K
|
–
|
–
|
–
|
|
|
41
|
US Bancorp
Minneapolis,
Minnesota
|
$29K
|
–
|
–
|
–
|
|
|
42
|
Evercore Wealth Management
New York
|
$24K
|
–
|
–
|
–
|
|
|
43
|
First City Capital Management
Savannah,
Georgia
|
$18.8K
|
–
|
–
|
–
|
|
|
44
|
|
$12K
|
–
|
–
|
–
|
|
|
45
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$8K
|
–
|
–
|
–
|
|
|
46
|
SignatureFD
Atlanta,
Georgia
|
$8K
|
–
|
–
|
–
|
|
|
47
|
|
$5K
|
+$5.17K
|
+224
|
New
|
|
|
48
|
Formidable Asset Management
Cincinnati,
Ohio
|
$3K
|
–
|
–
|
–
|
|
|
49
|
Ballentine Partners
Waltham,
Massachusetts
|
$2K
|
+$2.22K
|
+96
|
New
|
|
|
50
|
Parametric Portfolio Associates
Seattle,
Washington
|
–
|
-$393K
|
-16,400
|
Closed
|
|
