|
26
|
Wells Fargo
San Francisco,
California
|
$597K
|
+$11.8K
|
+100
|
+2%
|
|
|
27
|
Choate Investment Advisors
Boston,
Massachusetts
|
$578K
|
+$611K
|
+5,163
|
+185%
|
|
|
28
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$513K
|
–
|
–
|
–
|
|
|
29
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$436K
|
+$432K
|
+3,653
|
New
|
|
|
30
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$409K
|
–
|
–
|
–
|
|
|
31
|
Bessemer Group
Woodbridge,
New Jersey
|
$355K
|
–
|
–
|
–
|
|
|
32
|
Bridges Investment Management
Omaha,
Nebraska
|
$322K
|
+$319K
|
+2,700
|
New
|
|
|
33
|
|
$275K
|
+$272K
|
+2,300
|
New
|
|
|
34
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$271K
|
+$16.7K
|
+141
|
+7%
|
|
|
35
|
West Paces Advisors
Atlanta,
Georgia
|
$215K
|
–
|
–
|
–
|
|
|
36
|
WealthTrust Fairport
Cleveland,
Ohio
|
$158K
|
-$2.76M
|
-23,299
|
-95%
|
|
|
37
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$156K
|
–
|
–
|
–
|
|
|
38
|
US Bancorp
Minneapolis,
Minnesota
|
$95K
|
–
|
–
|
–
|
|
|
39
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$40K
|
–
|
–
|
–
|
|
|
40
|
Bank of America
Charlotte,
North Carolina
|
$25K
|
–
|
–
|
–
|
|
|
41
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$24K
|
–
|
–
|
–
|
|
|
42
|
Geneos Wealth Management
Englewood,
Colorado
|
$22K
|
+$118
|
+1
|
+0.5%
|
|
|
43
|
Pin Oak Investment Advisors
Houston,
Texas
|
$18K
|
+$17.7K
|
+150
|
New
|
|
|
44
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$17K
|
–
|
–
|
–
|
|
|
45
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$2K
|
+$2.37K
|
+20
|
New
|
|
|
46
|
|
–
|
-$1.96M
|
-17,245
|
Closed
|
|
|
47
|
Lincoln National Corp
Radnor,
Pennsylvania
|
–
|
-$610K
|
-5,367
|
Closed
|
|
|
48
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$550K
|
-4,843
|
Closed
|
|
|
49
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
–
|
-$230K
|
-2,022
|
Closed
|
|
|
50
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
–
|
-$99K
|
-870
|
Closed
|
|
