|
51
|
US Bancorp
Minneapolis,
Minnesota
|
$184K
|
–
|
–
|
–
|
|
|
52
|
Creative Planning
Overland Park,
Kansas
|
$174K
|
+$4.28K
|
+280
|
+3%
|
|
|
53
|
Envestnet Asset Management
Chicago,
Illinois
|
$160K
|
-$31.9K
|
-2,090
|
-17%
|
|
|
54
|
Sutton Wealth Advisors
Tampa,
Florida
|
$153K
|
-$30.1K
|
-1,970
|
-16%
|
|
|
55
|
Perigon Wealth Management
San Francisco,
California
|
$93K
|
+$92.9K
|
+6,080
|
New
|
|
|
56
|
Risk Paradigm Group
Austin,
Texas
|
$91.2K
|
+$91.2K
|
+5,970
|
New
|
|
|
57
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$67K
|
+$458
|
+30
|
+0.7%
|
|
|
58
|
IFP Advisors
Tampa,
Florida
|
$52K
|
-$305
|
-20
|
-0.6%
|
|
|
59
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$44K
|
-$30.5K
|
-2,000
|
-41%
|
|
|
60
|
SEI Investments
Oaks,
Pennsylvania
|
$41K
|
+$40.9K
|
+2,680
|
New
|
|
|
61
|
D.A. Davidson & Co
Great Falls,
Montana
|
$38K
|
–
|
–
|
–
|
|
|
62
|
Joel Isaacson & Co
New York
|
$33K
|
–
|
–
|
–
|
|
|
63
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$33K
|
–
|
–
|
–
|
|
|
64
|
Ironwood Financial
Tucson,
Arizona
|
$21K
|
–
|
–
|
–
|
|
|
65
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$15K
|
–
|
–
|
–
|
|
|
66
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15K
|
–
|
–
|
–
|
|
|
67
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$14K
|
–
|
–
|
–
|
|
|
68
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$8K
|
–
|
–
|
–
|
|
|
69
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$3K
|
-$6.11K
|
-400
|
-69%
|
|
|
70
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$3K
|
–
|
–
|
–
|
|
|
71
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$3K
|
+$2.75K
|
+180
|
New
|
|
|
72
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
|
73
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$7.32M
|
-495,900
|
Closed
|
|
|
74
|
Avalon Capital Management
Port Of Redwood City,
California
|
–
|
-$2.38M
|
-161,070
|
Closed
|
|
|
75
|
Bison Wealth
Atlanta,
Georgia
|
–
|
-$1.89M
|
-127,800
|
Closed
|
|
