|
26
|
Wells Fargo
San Francisco,
California
|
$538K
|
+$454K
|
+4,000
|
+445%
|
|
|
27
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$472K
|
–
|
–
|
–
|
|
|
28
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$379K
|
-$26.4K
|
-233
|
-6%
|
|
|
29
|
Bessemer Group
Woodbridge,
New Jersey
|
$325K
|
-$137K
|
-1,209
|
-29%
|
|
|
30
|
Choate Investment Advisors
Boston,
Massachusetts
|
$307K
|
–
|
–
|
–
|
|
|
31
|
Bank of America
Charlotte,
North Carolina
|
$256K
|
-$1.17M
|
-10,295
|
-81%
|
|
|
32
|
MML Investors Services
Springfield,
Massachusetts
|
$251K
|
+$259K
|
+2,288
|
New
|
|
|
33
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$222K
|
–
|
–
|
–
|
|
|
34
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$219K
|
-$55.3K
|
-488
|
-20%
|
|
|
35
|
West Paces Advisors
Atlanta,
Georgia
|
$197K
|
–
|
–
|
–
|
|
|
36
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$143K
|
+$454
|
+4
|
+0.3%
|
|
|
37
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$100K
|
–
|
–
|
–
|
|
|
38
|
US Bancorp
Minneapolis,
Minnesota
|
$87K
|
-$88.2K
|
-778
|
-49%
|
|
|
39
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$41K
|
–
|
–
|
–
|
|
|
40
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$22K
|
+$9.98K
|
+88
|
+79%
|
|
|
41
|
Geneos Wealth Management
Englewood,
Colorado
|
$20K
|
–
|
–
|
–
|
|
|
42
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$16K
|
–
|
–
|
–
|
|
|
43
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$2K
|
+$2.27K
|
+20
|
New
|
|
|
44
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$671K
|
-6,000
|
Closed
|
|
|
45
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
–
|
-$295K
|
-2,638
|
Closed
|
|
