|
26
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$313K
|
-$18.2K
|
-735
|
-6%
|
|
|
27
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$307K
|
–
|
–
|
–
|
|
|
28
|
Hollencrest Capital Management
Newport Beach,
California
|
$299K
|
–
|
–
|
–
|
|
|
29
|
Sequoia Financial Advisors
Akron,
Ohio
|
$234K
|
-$356K
|
-14,382
|
-60%
|
|
|
30
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$152K
|
+$92.5K
|
+3,736
|
+159%
|
|
|
31
|
Cedar Wealth Management
Walnut Creek,
California
|
$109K
|
–
|
–
|
–
|
|
|
32
|
US Bancorp
Minneapolis,
Minnesota
|
$104K
|
+$18.7K
|
+754
|
+22%
|
|
|
33
|
Endurance Wealth Management
Providence,
Rhode Island
|
$50K
|
–
|
–
|
–
|
|
|
34
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$49K
|
+$31.1K
|
+1,257
|
+175%
|
|
|
35
|
Advisor Group
Phoenix,
Arizona
|
$39K
|
+$39.6K
|
+1,600
|
New
|
|
|
36
|
Evercore Wealth Management
New York
|
$37K
|
+$36.4K
|
+1,471
|
New
|
|
|
37
|
MSI Financial Services
Springfield,
Massachusetts
|
$33K
|
+$23.8K
|
+961
|
+264%
|
|
|
38
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$18K
|
–
|
–
|
–
|
|
|
39
|
|
$18K
|
–
|
–
|
–
|
|
|
40
|
Whitnell & Co
Oak Brook,
Illinois
|
$12K
|
+$12.4K
|
+500
|
New
|
|
|
41
|
TCI Wealth Advisors
Tucson,
Arizona
|
$10K
|
–
|
–
|
–
|
|
|
42
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$8K
|
+$7.63K
|
+308
|
New
|
|
|
43
|
|
$3K
|
–
|
–
|
–
|
|
|
44
|
Lourd Capital
Beverly Hills,
California
|
–
|
-$1.5M
|
-60,600
|
Closed
|
|
|
45
|
Comerica Securities
Detroit,
Michigan
|
–
|
-$1.15M
|
-46,575
|
Closed
|
|
|
46
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$594K
|
-24,018
|
Closed
|
|
|
47
|
Citadel Advisors
Miami,
Florida
|
–
|
-$463K
|
-18,698
|
Closed
|
|
|
48
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
–
|
-$187K
|
-7,550
|
Closed
|
|
|
49
|
|
–
|
-$72K
|
-2,907
|
Closed
|
|
|
50
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$59K
|
-2,402
|
Closed
|
|
