|
51
|
Savant Capital
Rockford,
Illinois
|
$217K
|
+$217K
|
+15,000
|
New
|
|
|
52
|
|
$214K
|
-$515K
|
-35,660
|
-71%
|
|
|
53
|
Summit Asset Management
Memphis,
Tennessee
|
$214K
|
-$69.4K
|
-4,810
|
-25%
|
|
|
54
|
Regions Financial Corp
Birmingham,
Alabama
|
$210K
|
+$210K
|
+14,550
|
New
|
|
|
55
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$179K
|
+$137K
|
+9,500
|
+328%
|
|
|
56
|
US Bancorp
Minneapolis,
Minnesota
|
$174K
|
+$43.3K
|
+3,000
|
+33%
|
|
|
57
|
Creative Planning
Overland Park,
Kansas
|
$160K
|
–
|
–
|
–
|
|
|
58
|
Envestnet Asset Management
Chicago,
Illinois
|
$154K
|
-$6.35K
|
-440
|
-4%
|
|
|
59
|
MSI Financial Services
Springfield,
Massachusetts
|
$66K
|
+$13.1K
|
+910
|
+25%
|
|
|
60
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$62K
|
+$62.4K
|
+4,320
|
New
|
|
|
61
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$43.4K
|
+$43.3K
|
+3,000
|
New
|
|
|
62
|
Kalos Management
Alpharetta,
Georgia
|
$41K
|
–
|
–
|
–
|
|
|
63
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$31K
|
–
|
–
|
–
|
|
|
64
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$14.5K
|
+$14.4K
|
+1,000
|
New
|
|
|
65
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$14K
|
–
|
–
|
–
|
|
|
66
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$14K
|
–
|
–
|
–
|
|
|
67
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$14K
|
+$14.4K
|
+1,000
|
New
|
|
|
68
|
US Financial Advisors
Braintree,
Massachusetts
|
$14K
|
+$14.4K
|
+1,000
|
New
|
|
|
69
|
Ausdal Financial Partners
Davenport,
Iowa
|
$7K
|
+$7.22K
|
+500
|
New
|
|
|
70
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$7K
|
+$7.22K
|
+500
|
New
|
|
|
71
|
IFP Advisors
Tampa,
Florida
|
$7K
|
+$7.22K
|
+500
|
New
|
|
|
72
|
Next Financial Group
Houston,
Texas
|
$6K
|
–
|
–
|
–
|
|
|
73
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$3K
|
+$2.89K
|
+200
|
New
|
|
|
74
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
75
|
Piershale Financial Group
Barrington,
Illinois
|
$2K
|
+$1.59K
|
+110
|
New
|
|
