|
1
|
Fiduciary Trust
Boston,
Massachusetts
|
$365K
|
–
|
–
|
–
|
|
|
2
|
|
$338K
|
-$84.4K
|
-3,220
|
-20%
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$312K
|
+$313K
|
+11,935
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$177K
|
-$150K
|
-5,722
|
-46%
|
|
|
5
|
|
$173K
|
-$22.8K
|
-869
|
-12%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$163K
|
-$20.9K
|
-799
|
-11%
|
|
|
7
|
US Bancorp
Minneapolis,
Minnesota
|
$52K
|
–
|
–
|
–
|
|
|
8
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$31K
|
–
|
–
|
–
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$17K
|
-$42.1K
|
-1,605
|
-71%
|
|
|
10
|
Asset Dedication LLC
San Francisco,
California
|
$17K
|
+$17.4K
|
+663
|
New
|
|
|
11
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$13K
|
–
|
–
|
–
|
|
|
12
|
Regions Financial Corp
Birmingham,
Alabama
|
$13K
|
+$13.1K
|
+500
|
New
|
|
|
13
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$11K
|
+$10.9K
|
+414
|
New
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$7K
|
-$1.47K
|
-56
|
-18%
|
|
|
15
|
KWMG LLC
Overland Park,
Kansas
|
$3K
|
–
|
–
|
–
|
|
|
16
|
Next Financial Group
Houston,
Texas
|
$3K
|
+$2.62K
|
+100
|
New
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
18
|
Advisors Preferred
Rockville,
Maryland
|
–
|
-$259K
|
-9,992
|
Closed
|
|
|
19
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
–
|
-$18K
|
-700
|
Closed
|
|
|
20
|
Gryphon Financial Partners
Columbus,
Ohio
|
–
|
-$18K
|
-691
|
Closed
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$13K
|
-500
|
Closed
|
|
