|
51
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$70K
|
–
|
–
|
–
|
|
|
52
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$52K
|
–
|
–
|
–
|
|
|
53
|
WFG Advisors
Dallas,
Texas
|
$43K
|
–
|
–
|
–
|
|
|
54
|
Geneos Wealth Management
Englewood,
Colorado
|
$41K
|
–
|
–
|
–
|
|
|
55
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$39K
|
+$35.5K
|
+1,532
|
New
|
|
|
56
|
Perkins Coie Trust Company
Seattle,
Washington
|
$36K
|
–
|
–
|
–
|
|
|
57
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$27K
|
–
|
–
|
–
|
|
|
58
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$25K
|
+$23.2K
|
+1,000
|
New
|
|
|
59
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$18K
|
–
|
–
|
–
|
|
|
60
|
IFP Advisors
Tampa,
Florida
|
$16K
|
–
|
–
|
–
|
|
|
61
|
SEI Investments
Oaks,
Pennsylvania
|
$14K
|
+$12.8K
|
+554
|
New
|
|
|
62
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$13K
|
–
|
–
|
–
|
|
|
63
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$11K
|
–
|
–
|
–
|
|
|
64
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$10K
|
–
|
–
|
–
|
|
|
65
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$9K
|
–
|
–
|
–
|
|
|
66
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$9K
|
–
|
–
|
–
|
|
|
67
|
US Bancorp
Minneapolis,
Minnesota
|
$8K
|
–
|
–
|
–
|
|
|
68
|
North Star Investment Management
Chicago,
Illinois
|
$5K
|
–
|
–
|
–
|
|
|
69
|
Security National Trust
Wheeling,
West Virginia
|
$3K
|
-$4.63K
|
-200
|
-65%
|
|
|
70
|
Parallel Advisors
San Francisco,
California
|
$2K
|
+$1.69K
|
+73
|
New
|
|
|
71
|
Tocqueville Asset Management
New York
|
–
|
-$2.43M
|
-113,477
|
Closed
|
|
|
72
|
Landscape Capital Management
Englewood,
New Jersey
|
–
|
-$546K
|
-25,539
|
Closed
|
|
|
73
|
TFS Capital
West Chester,
Pennsylvania
|
–
|
-$286K
|
-13,365
|
Closed
|
|
|
74
|
Ancora Advisors
Cleveland,
Ohio
|
–
|
-$71K
|
-3,298
|
Closed
|
|
|
75
|
Simplex Trading
Chicago,
Illinois
|
–
|
-$45.9K
|
-1,981
|
Closed
|
|
