|
51
|
Transform Wealth
Greenwood Village,
Colorado
|
$209K
|
+$229K
|
+6,600
|
New
|
|
|
52
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$192K
|
–
|
–
|
–
|
|
|
53
|
FNY Partners Fund
New York
|
$174K
|
+$191K
|
+5,500
|
New
|
|
|
54
|
Proficio Capital Partners
Newton,
Massachusetts
|
$161K
|
–
|
–
|
–
|
|
|
55
|
Monetary Management Group
St Louis,
Missouri
|
$127K
|
+$139K
|
+4,000
|
New
|
|
|
56
|
SEI Investments
Oaks,
Pennsylvania
|
$102K
|
+$69.8K
|
+2,009
|
+167%
|
|
|
57
|
Evercore Wealth Management
New York
|
$63K
|
–
|
–
|
–
|
|
|
58
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$54K
|
–
|
–
|
–
|
|
|
59
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$49K
|
–
|
–
|
–
|
|
|
60
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$48K
|
-$127K
|
-3,663
|
-71%
|
|
|
61
|
Oakworth Capital
Birmingham,
Alabama
|
$39K
|
–
|
–
|
–
|
|
|
62
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$31K
|
–
|
–
|
–
|
|
|
63
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$28K
|
–
|
–
|
–
|
|
|
64
|
Security National Trust
Wheeling,
West Virginia
|
$25K
|
–
|
–
|
–
|
|
|
65
|
US Bancorp
Minneapolis,
Minnesota
|
$24K
|
+$24.5K
|
+705
|
+993%
|
|
|
66
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$19.2K
|
+$21K
|
+606
|
New
|
|
|
67
|
Highlander Capital Management
Short Hills,
New Jersey
|
$19K
|
–
|
–
|
–
|
|
|
68
|
Geneos Wealth Management
Englewood,
Colorado
|
$16K
|
–
|
–
|
–
|
|
|
69
|
RPG Investment Advisory
Pleasanton,
California
|
$16K
|
–
|
–
|
–
|
|
|
70
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$15K
|
–
|
–
|
–
|
|
|
71
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$13K
|
-$35
|
-1
|
-0.2%
|
|
|
72
|
Valeo Financial Advisors
Carmel,
Indiana
|
$13K
|
+$13.9K
|
+400
|
New
|
|
|
73
|
Cordasco Financial Network
Naples,
Florida
|
$11K
|
–
|
–
|
–
|
|
|
74
|
Advisory Services Network
Atlanta,
Georgia
|
$5K
|
+$5.21K
|
+150
|
New
|
|
|
75
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$495K
|
-14,404
|
Closed
|
|
