|
51
|
Evercore Wealth Management
New York
|
$61K
|
–
|
–
|
–
|
|
|
52
|
Joel Isaacson & Co
New York
|
$61K
|
–
|
–
|
–
|
|
|
53
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$52K
|
+$50.4K
|
+1,694
|
New
|
|
|
54
|
IFP Advisors
Tampa,
Florida
|
$43K
|
-$8.54K
|
-287
|
-17%
|
|
|
55
|
LBA Wealth Management
Jacksonville,
Florida
|
$37K
|
–
|
–
|
–
|
|
|
56
|
SEI Investments
Oaks,
Pennsylvania
|
$37K
|
–
|
–
|
–
|
|
|
57
|
Oakworth Capital
Birmingham,
Alabama
|
$33K
|
–
|
–
|
–
|
|
|
58
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$30K
|
-$38.7K
|
-1,302
|
-57%
|
|
|
59
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$27K
|
–
|
–
|
–
|
|
|
60
|
Security National Trust
Wheeling,
West Virginia
|
$25K
|
–
|
–
|
–
|
|
|
61
|
Trent Capital Management
Greensboro,
North Carolina
|
$20K
|
+$19.4K
|
+653
|
New
|
|
|
62
|
Highlander Capital Management
Short Hills,
New Jersey
|
$19K
|
–
|
–
|
–
|
|
|
63
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$15K
|
–
|
–
|
–
|
|
|
64
|
Geneos Wealth Management
Englewood,
Colorado
|
$15K
|
–
|
–
|
–
|
|
|
65
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$15K
|
–
|
–
|
–
|
|
|
66
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$12K
|
–
|
–
|
–
|
|
|
67
|
Cordasco Financial Network
Naples,
Florida
|
$11K
|
–
|
–
|
–
|
|
|
68
|
People's United Financial
Bridgeport,
Connecticut
|
$5K
|
–
|
–
|
–
|
|
|
69
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$5K
|
+$5K
|
+168
|
New
|
|
|
70
|
Physicians Financial Services
Raleigh,
North Carolina
|
$3K
|
–
|
–
|
–
|
|
|
71
|
US Bancorp
Minneapolis,
Minnesota
|
$3K
|
+$1.58K
|
+53
|
+120%
|
|
|
72
|
Royal Fund Management
Lady Lake,
Florida
|
$3K
|
+$2.97K
|
+100
|
New
|
|
|
73
|
Janus Henderson Investors US
Denver,
Colorado
|
–
|
-$3.05M
|
-99,903
|
Closed
|
|
|
74
|
Curi RMB Capital
Chicago,
Illinois
|
–
|
-$2.99M
|
-97,940
|
Closed
|
|
|
75
|
Doliver Advisors
Houston,
Texas
|
–
|
-$1.15M
|
-37,636
|
Closed
|
|
