|
26
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$300K
|
+$300K
|
+12,300
|
New
|
|
|
27
|
Wells Fargo
San Francisco,
California
|
$298K
|
-$157K
|
-6,438
|
-34%
|
|
|
28
|
Hollencrest Capital Management
Newport Beach,
California
|
$293K
|
–
|
–
|
–
|
|
|
29
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$282K
|
+$107K
|
+4,373
|
+61%
|
|
|
30
|
Park National Corp
Newark,
Ohio
|
$239K
|
+$239K
|
+9,790
|
New
|
|
|
31
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$220K
|
–
|
–
|
–
|
|
|
32
|
Hilltop Holdings
Dallas,
Texas
|
$209K
|
–
|
–
|
–
|
|
|
33
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$190K
|
-$6K
|
-246
|
-3%
|
|
|
34
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$125K
|
+$126K
|
+5,145
|
New
|
|
|
35
|
US Bancorp
Minneapolis,
Minnesota
|
$92K
|
–
|
–
|
–
|
|
|
36
|
Central Trust Company
Jefferson City,
Missouri
|
$53K
|
–
|
–
|
–
|
|
|
37
|
Endurance Wealth Management
Providence,
Rhode Island
|
$49K
|
–
|
–
|
–
|
|
|
38
|
MSI Financial Services
Springfield,
Massachusetts
|
$49K
|
–
|
–
|
–
|
|
|
39
|
|
$18K
|
–
|
–
|
–
|
|
|
40
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$17K
|
–
|
–
|
–
|
|
|
41
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$8K
|
-$121K
|
-4,947
|
-94%
|
|
|
42
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$6K
|
+$6.1K
|
+250
|
New
|
|
|
43
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$4K
|
+$3.81K
|
+156
|
New
|
|
|
44
|
Apriem Advisors
Irvine,
California
|
$3K
|
-$77.5K
|
-3,176
|
-96%
|
|
|
45
|
|
$3K
|
–
|
–
|
–
|
|
|
46
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$3K
|
+$3.29K
|
+135
|
New
|
|
|
47
|
|
–
|
-$967K
|
-39,317
|
Closed
|
|
|
48
|
Stifel Financial
St. Louis,
Missouri
|
–
|
-$201K
|
-8,167
|
Closed
|
|
|
49
|
SEI Investments
Oaks,
Pennsylvania
|
–
|
-$15K
|
-591
|
Closed
|
|
|
50
|
Tradewinds Capital Management
Bellingham,
Washington
|
–
|
-$2K
|
-100
|
Closed
|
|
