|
26
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$55K
|
–
|
–
|
–
|
|
|
27
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$29.4K
|
–
|
–
|
–
|
|
|
28
|
Clean Yield Group
Norwich,
Vermont
|
$28K
|
-$3.67K
|
-300
|
-12%
|
|
|
29
|
Whittier Trust
South Pasadena,
California
|
$25K
|
–
|
–
|
–
|
|
|
30
|
Advisor Group
Phoenix,
Arizona
|
$15K
|
–
|
–
|
–
|
|
|
31
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15K
|
–
|
–
|
–
|
|
|
32
|
HM Payson & Co
Portland,
Maine
|
$12K
|
+$11.6K
|
+950
|
New
|
|
|
33
|
Advisory Services Network
Atlanta,
Georgia
|
$6K
|
–
|
–
|
–
|
|
|
34
|
Asset Dedication LLC
San Francisco,
California
|
$6K
|
–
|
–
|
–
|
|
|
35
|
Steward Partners Investment Advisory
New York
|
$6K
|
+$6.12K
|
+500
|
New
|
|
|
36
|
American Portfolios Advisors
Holbrook,
New York
|
$5.02K
|
–
|
–
|
–
|
|
|
37
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$5K
|
–
|
–
|
–
|
|
|
38
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$5K
|
–
|
–
|
–
|
|
|
39
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$5K
|
–
|
–
|
–
|
|
|
40
|
QCI Asset Management
Pittsford,
New York
|
$5K
|
–
|
–
|
–
|
|
|
41
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$4K
|
–
|
–
|
–
|
|
|
42
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
43
|
Financial Management Professionals
Austin,
Texas
|
$3K
|
–
|
–
|
–
|
|
|
44
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$2K
|
–
|
–
|
–
|
|
|
45
|
Executive Wealth Management
Brighton,
Michigan
|
$1K
|
+$489
|
+40
|
New
|
|
|
46
|
|
–
|
-$581K
|
-48,478
|
Closed
|
|
|
47
|
Citadel Advisors
Miami,
Florida
|
–
|
-$433K
|
-36,199
|
Closed
|
|
|
48
|
Advisory Alpha
Holland,
Michigan
|
–
|
-$95.9K
|
-7,915
|
Closed
|
|
|
49
|
Cetera Advisors
Denver,
Colorado
|
–
|
-$12K
|
-1,000
|
Closed
|
|
|
50
|
Marino Stram & Associates
Braintree,
Massachusetts
|
–
|
-$12K
|
-1,000
|
Closed
|
|
