|
26
|
Hollencrest Capital Management
Newport Beach,
California
|
$295K
|
+$294K
|
+12,000
|
New
|
|
|
27
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$222K
|
–
|
–
|
–
|
|
|
28
|
Hilltop Holdings
Dallas,
Texas
|
$210K
|
+$210K
|
+8,559
|
New
|
|
|
29
|
Stifel Financial
St. Louis,
Missouri
|
$201K
|
+$200K
|
+8,167
|
New
|
|
|
30
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$198K
|
+$169K
|
+6,880
|
+590%
|
|
|
31
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$177K
|
+$114K
|
+4,634
|
+180%
|
|
|
32
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$130K
|
–
|
–
|
–
|
|
|
33
|
US Bancorp
Minneapolis,
Minnesota
|
$92K
|
+$80.4K
|
+3,277
|
+651%
|
|
|
34
|
Apriem Advisors
Irvine,
California
|
$81K
|
+$65.8K
|
+2,682
|
+426%
|
|
|
35
|
Central Trust Company
Jefferson City,
Missouri
|
$54K
|
+$53.8K
|
+2,193
|
New
|
|
|
36
|
MSI Financial Services
Springfield,
Massachusetts
|
$49K
|
–
|
–
|
–
|
|
|
37
|
Endurance Wealth Management
Providence,
Rhode Island
|
$49K
|
+$49.1K
|
+2,000
|
New
|
|
|
38
|
|
$18K
|
–
|
–
|
–
|
|
|
39
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$18K
|
+$18.1K
|
+737
|
New
|
|
|
40
|
SEI Investments
Oaks,
Pennsylvania
|
$15K
|
-$52.8K
|
-2,151
|
-78%
|
|
|
41
|
|
$3K
|
–
|
–
|
–
|
|
|
42
|
Tradewinds Capital Management
Bellingham,
Washington
|
$2K
|
–
|
–
|
–
|
|
|
43
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
–
|
-$6.8M
|
-278,939
|
Closed
|
|
|
44
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$490K
|
-20,073
|
Closed
|
|
|
45
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
–
|
-$300K
|
-12,300
|
Closed
|
|
|
46
|
Whittier Trust
South Pasadena,
California
|
–
|
-$35K
|
-1,456
|
Closed
|
|
