|
26
|
Bank of New York Mellon
New York
|
$405K
|
-$33.3K
|
-1,365
|
-8%
|
|
|
27
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$329K
|
-$62.5K
|
-2,560
|
-16%
|
|
|
28
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$326K
|
+$108K
|
+4,416
|
+50%
|
|
|
29
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$304K
|
–
|
–
|
–
|
|
|
30
|
Hollencrest Capital Management
Newport Beach,
California
|
$297K
|
–
|
–
|
–
|
|
|
31
|
Wells Fargo
San Francisco,
California
|
$270K
|
+$47K
|
+1,927
|
+21%
|
|
|
32
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$243K
|
-$100K
|
-4,111
|
-29%
|
|
|
33
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$187K
|
+$32.4K
|
+1,325
|
+21%
|
|
|
34
|
Cedar Wealth Management
Walnut Creek,
California
|
$108K
|
–
|
–
|
–
|
|
|
35
|
US Bancorp
Minneapolis,
Minnesota
|
$85K
|
-$14.6K
|
-600
|
-15%
|
|
|
36
|
|
$72K
|
+$71K
|
+2,907
|
New
|
|
|
37
|
Creative Planning
Overland Park,
Kansas
|
$59K
|
+$58.6K
|
+2,402
|
New
|
|
|
38
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$58K
|
–
|
–
|
–
|
|
|
39
|
Endurance Wealth Management
Providence,
Rhode Island
|
$50K
|
–
|
–
|
–
|
|
|
40
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$18K
|
–
|
–
|
–
|
|
|
41
|
|
$18K
|
–
|
–
|
–
|
|
|
42
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$18K
|
–
|
–
|
–
|
|
|
43
|
TCI Wealth Advisors
Tucson,
Arizona
|
$10K
|
+$9.77K
|
+400
|
New
|
|
|
44
|
MSI Financial Services
Springfield,
Massachusetts
|
$9K
|
-$40K
|
-1,640
|
-82%
|
|
|
45
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$9K
|
+$8.74K
|
+358
|
New
|
|
|
46
|
|
$3K
|
–
|
–
|
–
|
|
|
47
|
Roberts, Glore & Co
Deerfield,
Illinois
|
–
|
-$218K
|
-9,036
|
Closed
|
|
|
48
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
–
|
-$124K
|
-5,145
|
Closed
|
|
|
49
|
Apriem Advisors
Irvine,
California
|
–
|
-$12K
|
-509
|
Closed
|
|
|
50
|
American International Group
New York
|
–
|
-$5K
|
-199
|
Closed
|
|
