|
26
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$126K
|
–
|
–
|
–
|
|
|
27
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$110K
|
+$110K
|
+2,300
|
New
|
|
|
28
|
|
$100K
|
–
|
–
|
–
|
|
|
29
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$51K
|
-$6.03K
|
-126
|
-11%
|
|
|
30
|
US Bancorp
Minneapolis,
Minnesota
|
$44K
|
+$43.5K
|
+909
|
New
|
|
|
31
|
|
$39K
|
+$39.3K
|
+820
|
New
|
|
|
32
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$19K
|
–
|
–
|
–
|
|
|
33
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$16K
|
–
|
–
|
–
|
|
|
34
|
West Paces Advisors
Atlanta,
Georgia
|
$12.9K
|
-$12.1K
|
-253
|
-48%
|
|
|
35
|
|
$11K
|
+$11.3K
|
+235
|
New
|
|
|
36
|
SEI Investments
Oaks,
Pennsylvania
|
$5K
|
-$1.72K
|
-36
|
-26%
|
|
|
37
|
Advisory Services Network
Atlanta,
Georgia
|
$5K
|
+$4.69K
|
+98
|
New
|
|
|
38
|
|
$4K
|
–
|
–
|
–
|
|
|
39
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$4K
|
–
|
–
|
–
|
|
|
40
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
–
|
–
|
–
|
|
|
41
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$1K
|
+$814
|
+17
|
New
|
|
|
42
|
|
–
|
-$945K
|
-20,132
|
Closed
|
|
|
43
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$283K
|
-6,031
|
Closed
|
|
|
44
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
–
|
-$209K
|
-4,455
|
Closed
|
|
|
45
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
–
|
-$38K
|
-806
|
Closed
|
|
|
46
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$18K
|
-374
|
Closed
|
|
|
47
|
Next Financial Group
Houston,
Texas
|
–
|
-$13K
|
-275
|
Closed
|
|
|
48
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
–
|
-$7.88K
|
-168
|
Closed
|
|
