|
51
|
Chevy Chase Trust
Bethesda,
Maryland
|
$354K
|
–
|
–
|
–
|
|
|
52
|
First Horizon Advisors
Memphis,
Tennessee
|
$240K
|
+$1.01K
|
+20
|
+0.4%
|
|
|
53
|
Lourd Capital
Beverly Hills,
California
|
$230K
|
–
|
–
|
–
|
|
|
54
|
Investment Partners
New Philadelphia,
Ohio
|
$220K
|
+$219K
|
+4,348
|
New
|
|
|
55
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$191K
|
+$47.8K
|
+950
|
+33%
|
|
|
56
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$190K
|
+$182K
|
+3,620
|
+2,873%
|
|
|
57
|
US Bancorp
Minneapolis,
Minnesota
|
$168K
|
+$167K
|
+3,324
|
New
|
|
|
58
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$122K
|
+$121K
|
+2,406
|
New
|
|
|
59
|
|
$80K
|
+$10.1K
|
+200
|
+14%
|
|
|
60
|
Creative Planning
Overland Park,
Kansas
|
$72K
|
+$71.8K
|
+1,428
|
New
|
|
|
61
|
Isthmus Partners
Madison,
Wisconsin
|
$40K
|
+$39.6K
|
+788
|
New
|
|
|
62
|
Clearstead Trust
Portland,
Maine
|
$30K
|
+$30.2K
|
+600
|
New
|
|
|
63
|
M&R Capital Management
Summit,
New Jersey
|
$27K
|
+$7.54K
|
+150
|
+38%
|
|
|
64
|
|
$16K
|
–
|
–
|
–
|
|
|
65
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7K
|
–
|
–
|
–
|
|
|
66
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
–
|
-$18.4M
|
-366,430
|
Closed
|
|
|
67
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$9.72M
|
-193,578
|
Closed
|
|
|
68
|
Baird Financial Group
Milwaukee,
Wisconsin
|
–
|
-$656K
|
-13,062
|
Closed
|
|
|
69
|
Sanders Morris Harris
Houston,
Texas
|
–
|
-$227K
|
-4,524
|
Closed
|
|
|
70
|
Stratos Wealth Partners
Beachwood,
Ohio
|
–
|
-$207K
|
-4,130
|
Closed
|
|
|
71
|
Next Financial Group
Houston,
Texas
|
–
|
-$45K
|
-900
|
Closed
|
|
