|
51
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$49K
|
+$49K
|
+1,500
|
New
|
|
|
52
|
LBA Wealth Management
Jacksonville,
Florida
|
$39K
|
–
|
–
|
–
|
|
|
53
|
SEI Investments
Oaks,
Pennsylvania
|
$39K
|
–
|
–
|
–
|
|
|
54
|
Oakworth Capital
Birmingham,
Alabama
|
$36K
|
–
|
–
|
–
|
|
|
55
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$31K
|
–
|
–
|
–
|
|
|
56
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$28K
|
–
|
–
|
–
|
|
|
57
|
Security National Trust
Wheeling,
West Virginia
|
$26K
|
–
|
–
|
–
|
|
|
58
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$26K
|
+$13.5K
|
+413
|
+103%
|
|
|
59
|
Highlander Capital Management
Short Hills,
New Jersey
|
$20K
|
–
|
–
|
–
|
|
|
60
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$16K
|
–
|
–
|
–
|
|
|
61
|
Geneos Wealth Management
Englewood,
Colorado
|
$16K
|
–
|
–
|
–
|
|
|
62
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$16K
|
–
|
–
|
–
|
|
|
63
|
Cordasco Financial Network
Naples,
Florida
|
$11K
|
–
|
–
|
–
|
|
|
64
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$6K
|
–
|
–
|
–
|
|
|
65
|
People's United Financial
Bridgeport,
Connecticut
|
$5K
|
–
|
–
|
–
|
|
|
66
|
Royal Fund Management
Lady Lake,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
67
|
US Bancorp
Minneapolis,
Minnesota
|
$2K
|
-$850
|
-26
|
-27%
|
|
|
68
|
|
–
|
-$564K
|
-18,377
|
Closed
|
|
|
69
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$327K
|
-10,354
|
Closed
|
|
|
70
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
–
|
-$241K
|
-7,843
|
Closed
|
|
|
71
|
National Planning Corporation
El Segundo,
California
|
–
|
-$214K
|
-6,510
|
Closed
|
|
|
72
|
Monetary Management Group
St Louis,
Missouri
|
–
|
-$123K
|
-4,000
|
Closed
|
|
|
73
|
Joel Isaacson & Co
New York
|
–
|
-$61K
|
-2,000
|
Closed
|
|
|
74
|
Physicians Financial Services
Raleigh,
North Carolina
|
–
|
-$3K
|
-100
|
Closed
|
|
|
75
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
–
|
+$196
|
+6
|
New
|
|
