|
26
|
D.J. St. Germain
Springfield,
Massachusetts
|
$282K
|
–
|
–
|
–
|
|
|
27
|
Klingman & Associates
New York
|
$275K
|
–
|
–
|
–
|
|
|
28
|
Biondo Investment Advisors
Milford,
Pennsylvania
|
$232K
|
-$109K
|
-7,000
|
-32%
|
|
|
29
|
Raymond James Trust
St. Petersburg,
Florida
|
$229K
|
+$231K
|
+14,824
|
New
|
|
|
30
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$224K
|
+$43.8K
|
+2,815
|
+24%
|
|
|
31
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$202K
|
+$204K
|
+13,091
|
New
|
|
|
32
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$193K
|
–
|
–
|
–
|
|
|
33
|
Huntington National Bank
Columbus,
Ohio
|
$184K
|
–
|
–
|
–
|
|
|
34
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$121K
|
-$144K
|
-9,239
|
-54%
|
|
|
35
|
Advisornet Financial
Minnetonka,
Minnesota
|
$84K
|
–
|
–
|
–
|
|
|
36
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$73K
|
–
|
–
|
–
|
|
|
37
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$52K
|
+$933
|
+60
|
+2%
|
|
|
38
|
ClearBridge Investments
New York
|
$35K
|
–
|
–
|
–
|
|
|
39
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$31K
|
–
|
–
|
–
|
|
|
40
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$14K
|
–
|
–
|
–
|
|
|
41
|
Archford Capital Strategies
Swansea,
Illinois
|
$9K
|
–
|
–
|
–
|
|
|
42
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$9K
|
–
|
–
|
–
|
|
|
43
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$7K
|
–
|
–
|
–
|
|
|
44
|
Private Capital Group
West Hartford,
Connecticut
|
$6K
|
–
|
–
|
–
|
|
|
45
|
Gemmer Asset Management
Walnut Creek,
California
|
$5K
|
–
|
–
|
–
|
|
|
46
|
Regions Financial Corp
Birmingham,
Alabama
|
$3K
|
–
|
–
|
–
|
|
|
47
|
Barings
Charlotte,
North Carolina
|
–
|
-$3.31M
|
-219,664
|
Closed
|
|
|
48
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$216K
|
-14,662
|
Closed
|
|
|
49
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
–
|
-$193K
|
-13,156
|
Closed
|
|
|
50
|
Stifel Financial
St. Louis,
Missouri
|
–
|
-$175K
|
-11,889
|
Closed
|
|
