|
26
|
Osaic Holdings
Scottsdale,
Arizona
|
$247K
|
–
|
–
|
–
|
|
|
27
|
Advisor Partners
Walnut Creek,
California
|
$245K
|
+$222K
|
+356
|
New
|
|
|
28
|
MAI Capital Management
Independence,
Ohio
|
$243K
|
+$220K
|
+353
|
New
|
|
|
29
|
Bank of Hawaii
Honolulu,
Hawaii
|
$238K
|
+$215K
|
+345
|
New
|
|
|
30
|
Brookstone Capital Management
Wheaton,
Illinois
|
$232K
|
+$201K
|
+322
|
New
|
|
|
31
|
Lavaca Capital
Houston,
Texas
|
$220K
|
+$199K
|
+319
|
New
|
|
|
32
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$219K
|
+$199K
|
+318
|
New
|
|
|
33
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$207K
|
–
|
–
|
–
|
|
|
34
|
Great Lakes Advisors
Chicago,
Illinois
|
$205K
|
-$125K
|
-200
|
-40%
|
|
|
35
|
Oakworth Capital
Birmingham,
Alabama
|
$162K
|
–
|
–
|
–
|
|
|
36
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$160K
|
–
|
–
|
–
|
|
|
37
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$138K
|
–
|
–
|
–
|
|
|
38
|
US Bancorp
Minneapolis,
Minnesota
|
$138K
|
–
|
–
|
–
|
|
|
39
|
Janiczek Wealth Management
Denver,
Colorado
|
$125K
|
+$114K
|
+182
|
New
|
|
|
40
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$119K
|
–
|
–
|
–
|
|
|
41
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$117K
|
–
|
–
|
–
|
|
|
42
|
Advisory Services Network
Atlanta,
Georgia
|
$101K
|
+$91.8K
|
+147
|
New
|
|
|
43
|
BBVA USA
Birmingham,
Alabama
|
$78K
|
+$70.5K
|
+113
|
New
|
|
|
44
|
Advisornet Financial
Minnetonka,
Minnesota
|
$68K
|
–
|
–
|
–
|
|
|
45
|
Accel Wealth Management
Waverly,
Iowa
|
$42K
|
–
|
–
|
–
|
|
|
46
|
Rockbridge Investment Management
Syracuse,
New York
|
$33K
|
–
|
–
|
–
|
|
|
47
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$21K
|
–
|
–
|
–
|
|
|
48
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$7K
|
–
|
–
|
–
|
|
|
49
|
Bank of America
Charlotte,
North Carolina
|
$3K
|
–
|
–
|
–
|
|
|
50
|
IMC Chicago
Chicago,
Illinois
|
–
|
-$10.2M
|
-18,251
|
Closed
|
|
