|
51
|
Steward Partners Investment Advisory
New York
|
$95K
|
+$96.7K
|
+2,792
|
New
|
|
|
52
|
WFG Advisors
Dallas,
Texas
|
$77K
|
–
|
–
|
–
|
|
|
53
|
Evercore Wealth Management
New York
|
$69K
|
–
|
–
|
–
|
|
|
54
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$58K
|
–
|
–
|
–
|
|
|
55
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$55K
|
–
|
–
|
–
|
|
|
56
|
SEI Investments
Oaks,
Pennsylvania
|
$41K
|
–
|
–
|
–
|
|
|
57
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$41K
|
+$41.6K
|
+1,200
|
New
|
|
|
58
|
Oakworth Capital
Birmingham,
Alabama
|
$38K
|
–
|
–
|
–
|
|
|
59
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$33K
|
–
|
–
|
–
|
|
|
60
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$30K
|
–
|
–
|
–
|
|
|
61
|
Security National Trust
Wheeling,
West Virginia
|
$27K
|
–
|
–
|
–
|
|
|
62
|
Highlander Capital Management
Short Hills,
New Jersey
|
$21K
|
–
|
–
|
–
|
|
|
63
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$18K
|
+$18.5K
|
+534
|
New
|
|
|
64
|
Geneos Wealth Management
Englewood,
Colorado
|
$17K
|
–
|
–
|
–
|
|
|
65
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$17K
|
+$381
|
+11
|
+2%
|
|
|
66
|
RPG Investment Advisory
Pleasanton,
California
|
$17K
|
+$17.3K
|
+500
|
New
|
|
|
67
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$16K
|
–
|
–
|
–
|
|
|
68
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$14K
|
-$14.3K
|
-412
|
-51%
|
|
|
69
|
Cordasco Financial Network
Naples,
Florida
|
$12K
|
–
|
–
|
–
|
|
|
70
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$6K
|
–
|
–
|
–
|
|
|
71
|
People's United Financial
Bridgeport,
Connecticut
|
$5K
|
–
|
–
|
–
|
|
|
72
|
US Bancorp
Minneapolis,
Minnesota
|
$2K
|
–
|
–
|
–
|
|
|
73
|
Stevens First Principles Investment Advisors
Newport Beach,
California
|
$1K
|
+$520
|
+15
|
New
|
|
|
74
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
–
|
-$1.67M
|
-51,515
|
Closed
|
|
|
75
|
First Trust Advisors
Wheaton,
Illinois
|
–
|
-$693K
|
-21,400
|
Closed
|
|
