|
26
|
First American Trust
Santa Ana,
California
|
$247K
|
–
|
–
|
–
|
|
|
27
|
Fiduciary Trust
Boston,
Massachusetts
|
$235K
|
–
|
–
|
–
|
|
|
28
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$221K
|
–
|
–
|
–
|
|
|
29
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$220K
|
–
|
–
|
–
|
|
|
30
|
CRA Financial Services
Northfield,
New Jersey
|
$216K
|
–
|
–
|
–
|
|
|
31
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$136K
|
–
|
–
|
–
|
|
|
32
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$121K
|
–
|
–
|
–
|
|
|
33
|
First Horizon Advisors
Memphis,
Tennessee
|
$78K
|
–
|
–
|
–
|
|
|
34
|
Osaic Holdings
Scottsdale,
Arizona
|
$73K
|
–
|
–
|
–
|
|
|
35
|
Washington Trust
Westerly,
Rhode Island
|
$66K
|
–
|
–
|
–
|
|
|
36
|
O'Dell Group
Cincinnati,
Ohio
|
$60K
|
–
|
–
|
–
|
|
|
37
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$49K
|
–
|
–
|
–
|
|
|
38
|
Simon Quick Advisors
Morristown,
New Jersey
|
$44K
|
–
|
–
|
–
|
|
|
39
|
Bank of America
Charlotte,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
|
40
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1K
|
–
|
–
|
–
|
|
|
41
|
Parametric Portfolio Associates
Seattle,
Washington
|
–
|
-$247K
|
-285
|
Closed
|
|
|
42
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$234K
|
-270
|
Closed
|
|
|
43
|
Fort Point Capital Partners
San Francisco,
California
|
–
|
-$219K
|
-252
|
Closed
|
|
|
44
|
Truepoint Inc
Cincinnati,
Ohio
|
–
|
-$209K
|
-241
|
Closed
|
|
|
45
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$203K
|
-234
|
Closed
|
|
|
46
|
Eaton Vance Management
Boston,
Massachusetts
|
–
|
-$167K
|
-193
|
Closed
|
|
|
47
|
Hills Bank & Trust
North Liberty,
Iowa
|
–
|
-$113K
|
-130
|
Closed
|
|
|
48
|
Trust Company of Vermont
Brattleboro,
Vermont
|
–
|
-$87K
|
-100
|
Closed
|
|
|
49
|
Truvestments Capital
Sarasota,
Florida
|
–
|
-$54K
|
-63
|
Closed
|
|
