|
51
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$60K
|
–
|
–
|
–
|
|
|
52
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$51K
|
+$51.4K
|
+1,809
|
New
|
|
|
53
|
Barclays
London,
United Kingdom
|
$50K
|
–
|
–
|
–
|
|
|
54
|
IFP Advisors
Tampa,
Florida
|
$47K
|
+$40.9K
|
+1,439
|
+569%
|
|
|
55
|
Creative Planning
Overland Park,
Kansas
|
$43K
|
+$33.7K
|
+1,186
|
+349%
|
|
|
56
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$35K
|
–
|
–
|
–
|
|
|
57
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$35K
|
+$35.5K
|
+1,250
|
New
|
|
|
58
|
Advisor Group
Phoenix,
Arizona
|
$22K
|
-$25.9K
|
-910
|
-54%
|
|
|
59
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$20K
|
–
|
–
|
–
|
|
|
60
|
Reilly Financial Advisors
La Mesa,
California
|
$18K
|
+$18.5K
|
+651
|
New
|
|
|
61
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$17K
|
+$16.6K
|
+583
|
New
|
|
|
62
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$15K
|
–
|
–
|
–
|
|
|
63
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$11K
|
-$2.13M
|
-74,798
|
-99%
|
|
|
64
|
Founders Capital Management (Texas)
Houston,
Texas
|
$11K
|
–
|
–
|
–
|
|
|
65
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$4K
|
-$128K
|
-4,513
|
-97%
|
|
|
66
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$4K
|
+$4.46K
|
+157
|
New
|
|
|
67
|
Next Financial Group
Houston,
Texas
|
$3K
|
–
|
–
|
–
|
|
|
68
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$3K
|
+$2.84K
|
+100
|
New
|
|
|
69
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$3K
|
+$3.38K
|
+119
|
New
|
|
|
70
|
Geneos Wealth Management
Englewood,
Colorado
|
$2K
|
–
|
–
|
–
|
|
|
71
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
72
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
73
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
–
|
-$4.6M
|
-165,306
|
Closed
|
|
|
74
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
–
|
-$3.66M
|
-131,526
|
Closed
|
|
|
75
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.52M
|
-54,569
|
Closed
|
|
