|
51
|
Astor Investment Management
Chicago,
Illinois
|
$300K
|
+$294K
|
+10,431
|
New
|
|
|
52
|
Evergreen Capital Management
Bellevue,
Washington
|
$288K
|
–
|
–
|
–
|
|
|
53
|
Vicus Capital
State College,
Pennsylvania
|
$265K
|
-$86.8K
|
-3,077
|
-25%
|
|
|
54
|
United Capital Financial Advisors
Irving,
Texas
|
$254K
|
+$250K
|
+8,850
|
New
|
|
|
55
|
GlobalBridge
Minneapolis,
Minnesota
|
$249K
|
+$20.7K
|
+733
|
+9%
|
|
|
56
|
Whittier Trust
South Pasadena,
California
|
$247K
|
-$2.82K
|
-100
|
-1%
|
|
|
57
|
WhitTier Trust Company
Reno,
Nevada
|
$238K
|
–
|
–
|
–
|
|
|
58
|
Oppenheimer & Co
New York
|
$232K
|
+$228K
|
+8,068
|
New
|
|
|
59
|
Lazard Asset Management
New York
|
$230K
|
–
|
–
|
–
|
|
|
60
|
Community Financial Services Group
Newport,
Vermont
|
$218K
|
+$214K
|
+7,600
|
New
|
|
|
61
|
|
$215K
|
–
|
–
|
–
|
|
|
62
|
American International Group
New York
|
$203K
|
+$5.64K
|
+200
|
+3%
|
|
|
63
|
1919 Investment Counsel
Baltimore,
Maryland
|
$176K
|
–
|
–
|
–
|
|
|
64
|
New England Securities
New York
|
$142K
|
+$52.8K
|
+1,870
|
+61%
|
|
|
65
|
Boston Private Bank & Trust
Boston,
Massachusetts
|
$133K
|
–
|
–
|
–
|
|
|
66
|
US Bancorp
Minneapolis,
Minnesota
|
$104K
|
–
|
–
|
–
|
|
|
67
|
Creative Planning
Overland Park,
Kansas
|
$69K
|
-$7.05K
|
-250
|
-9%
|
|
|
68
|
Envestnet Asset Management
Chicago,
Illinois
|
$68K
|
+$66.6K
|
+2,361
|
New
|
|
|
69
|
TCI Wealth Advisors
Tucson,
Arizona
|
$67K
|
+$846
|
+30
|
+1%
|
|
|
70
|
|
$43K
|
-$3.32M
|
-117,654
|
-99%
|
|
|
71
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$24K
|
–
|
–
|
–
|
|
|
72
|
MSI Financial Services
Springfield,
Massachusetts
|
$17K
|
–
|
–
|
–
|
|
|
73
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$17K
|
–
|
–
|
–
|
|
|
74
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$14K
|
–
|
–
|
–
|
|
|
75
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12K
|
+$11.4K
|
+405
|
New
|
|
