|
26
|
Weiss Asset Management
Boston,
Massachusetts
|
$203K
|
+$202K
|
+5,100
|
New
|
|
|
27
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$201K
|
+$200K
|
+5,056
|
New
|
|
|
28
|
US Bancorp
Minneapolis,
Minnesota
|
$93K
|
–
|
–
|
–
|
|
|
29
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$40K
|
–
|
–
|
–
|
|
|
30
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$39K
|
-$29.6K
|
-750
|
-44%
|
|
|
31
|
Financial Advantage
Columbia,
Maryland
|
$33K
|
–
|
–
|
–
|
|
|
32
|
Golden State Wealth Management
Santa Ana,
California
|
$31K
|
+$30.3K
|
+767
|
New
|
|
|
33
|
Reilly Financial Advisors
La Mesa,
California
|
$28K
|
–
|
–
|
–
|
|
|
34
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$28K
|
–
|
–
|
–
|
|
|
35
|
Geneos Wealth Management
Englewood,
Colorado
|
$27K
|
+$3.95K
|
+100
|
+17%
|
|
|
36
|
IFP Advisors
Tampa,
Florida
|
$24K
|
-$25.7K
|
-650
|
-52%
|
|
|
37
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$18K
|
+$9.88K
|
+250
|
+125%
|
|
|
38
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$10K
|
–
|
–
|
–
|
|
|
39
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8K
|
–
|
–
|
–
|
|
|
40
|
|
$7K
|
-$356
|
-9
|
-5%
|
|
|
41
|
Allworth Financial
Folsom,
California
|
$2K
|
–
|
–
|
–
|
|
|
42
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
–
|
-$209K
|
-4,909
|
Closed
|
|
|
43
|
Ameritas Investment Company
Lincoln,
Nebraska
|
–
|
-$95K
|
-2,616
|
Closed
|
|
|
44
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
–
|
-$55K
|
-1,500
|
Closed
|
|
|
45
|
Heritage Trust
Oklahoma City,
Oklahoma
|
–
|
-$33K
|
-900
|
Closed
|
|
|
46
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
–
|
-$22K
|
-600
|
Closed
|
|
|
47
|
Citizens Financial Group
Providence,
Rhode Island
|
–
|
-$12K
|
-316
|
Closed
|
|
|
48
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$40
|
-1
|
-50%
|
|
