|
101
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$86K
|
–
|
–
|
–
|
|
|
102
|
Proficio Capital Partners
Newton,
Massachusetts
|
$70K
|
–
|
–
|
–
|
|
|
103
|
Fidelity Investments
Boston,
Massachusetts
|
$61K
|
+$61K
|
+1,905
|
New
|
|
|
104
|
Geneos Wealth Management
Englewood,
Colorado
|
$55K
|
+$55.6K
|
+1,734
|
New
|
|
|
105
|
Simon Quick Advisors
Morristown,
New Jersey
|
$48K
|
+$48.1K
|
+1,500
|
New
|
|
|
106
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$34K
|
-$2.27K
|
-71
|
-6%
|
|
|
107
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$31K
|
+$31.1K
|
+970
|
New
|
|
|
108
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$26K
|
–
|
–
|
–
|
|
|
109
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$25K
|
-$42.1K
|
-1,314
|
-63%
|
|
|
110
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$22.8K
|
–
|
–
|
–
|
|
|
111
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$15K
|
–
|
–
|
–
|
|
|
112
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$14K
|
–
|
–
|
–
|
|
|
113
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$13K
|
–
|
–
|
–
|
|
|
114
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$13K
|
+$12.7K
|
+397
|
New
|
|
|
115
|
Advisory Services Network
Atlanta,
Georgia
|
$10K
|
-$1.7K
|
-53
|
-15%
|
|
|
116
|
US Bancorp
Minneapolis,
Minnesota
|
$9K
|
+$8.62K
|
+269
|
New
|
|
|
117
|
Alera Investment Advisors
Deerfield,
Illinois
|
$8K
|
-$8.01K
|
-250
|
-50%
|
|
|
118
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
119
|
SignatureFD
Atlanta,
Georgia
|
$3K
|
+$2.21K
|
+69
|
+460%
|
|
|
120
|
|
$3K
|
+$3.17K
|
+99
|
+9,900%
|
|
|
121
|
Valeo Financial Advisors
Carmel,
Indiana
|
$2K
|
-$23.1K
|
-720
|
-94%
|
|
|
122
|
Parallel Advisors
San Francisco,
California
|
$1K
|
+$1.47K
|
+46
|
New
|
|
|
123
|
|
–
|
-$4.31M
|
-135,890
|
Closed
|
|
|
124
|
Citadel Advisors
Miami,
Florida
|
–
|
-$3.25M
|
-102,623
|
Closed
|
|
|
125
|
Q3 Asset Management
Birmingham,
Michigan
|
–
|
-$1.82M
|
-57,449
|
Closed
|
|
