|
26
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$337K
|
–
|
–
|
–
|
|
|
27
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$330K
|
-$37.9K
|
-2,572
|
-10%
|
|
|
28
|
Truist Financial
Charlotte,
North Carolina
|
$318K
|
+$236
|
+16
|
+0.1%
|
|
|
29
|
Horizon Kinetics Asset Management
New York
|
$317K
|
–
|
–
|
–
|
|
|
30
|
Synovus Financial
Columbus,
Georgia
|
$258K
|
-$24.3K
|
-1,649
|
-9%
|
|
|
31
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$252K
|
+$247K
|
+16,778
|
New
|
|
|
32
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$219K
|
–
|
–
|
–
|
|
|
33
|
Raymond James Trust
St. Petersburg,
Florida
|
$213K
|
+$209K
|
+14,211
|
New
|
|
|
34
|
First Foundation Advisors
Irvine,
California
|
$191K
|
–
|
–
|
–
|
|
|
35
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$172K
|
–
|
–
|
–
|
|
|
36
|
Wolverine Asset Management
Chicago,
Illinois
|
$166K
|
+$164K
|
+11,107
|
New
|
|
|
37
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$150K
|
-$330K
|
-22,391
|
-69%
|
|
|
38
|
Osaic Holdings
Scottsdale,
Arizona
|
$92K
|
+$74
|
+5
|
+0.1%
|
|
|
39
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$81K
|
+$486
|
+33
|
+0.6%
|
|
|
40
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$57K
|
–
|
–
|
–
|
|
|
41
|
Sandy Spring Bank
Olney,
Maryland
|
$32K
|
+$31.7K
|
+2,153
|
New
|
|
|
42
|
Castleview Partners
Dallas,
Texas
|
$26K
|
+$25.8K
|
+1,750
|
New
|
|
|
43
|
Creative Financial Designs
Kokomo,
Indiana
|
$7K
|
+$7.36K
|
+500
|
New
|
|
|
44
|
Northern Trust
Chicago,
Illinois
|
$2K
|
-$58.9K
|
-4,000
|
-25%
|
|
|
45
|
Cadence Wealth Management
Westborough,
Massachusetts
|
–
|
-$160K
|
-10,911
|
Closed
|
|
|
46
|
TFO Wealth Partners
Maumee,
Ohio
|
–
|
-$44K
|
-3,000
|
Closed
|
|
|
47
|
American National Bank & Trust
Wichita Falls,
Texas
|
–
|
-$10K
|
-680
|
Closed
|
|
