|
26
|
Chesley Taft & Associates
Chicago,
Illinois
|
$253K
|
–
|
–
|
–
|
|
|
27
|
Investors Trust
Dallas,
Texas
|
$250K
|
-$1.2M
|
-49,147
|
-83%
|
|
|
28
|
Evercore Wealth Management
New York
|
$248K
|
-$159K
|
-6,500
|
-39%
|
|
|
29
|
|
$246K
|
–
|
–
|
–
|
|
|
30
|
Credit Suisse
Zurich,
Switzerland
|
$242K
|
-$252K
|
-10,302
|
-51%
|
|
|
31
|
KCM Investment Advisors
Greenbrae,
California
|
$231K
|
-$52.2K
|
-2,135
|
-18%
|
|
|
32
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$183K
|
+$40.1K
|
+1,641
|
+28%
|
|
|
33
|
|
$179K
|
-$100K
|
-4,091
|
-36%
|
|
|
34
|
Ameriprise
Minneapolis,
Minnesota
|
$165K
|
+$140K
|
+5,709
|
+507%
|
|
|
35
|
Creative Planning
Overland Park,
Kansas
|
$122K
|
+$36.7K
|
+1,500
|
+42%
|
|
|
36
|
D.A. Davidson & Co
Great Falls,
Montana
|
$106K
|
+$95.3K
|
+3,900
|
+780%
|
|
|
37
|
Duncker Streett & Co
St. Louis,
Missouri
|
$97K
|
–
|
–
|
–
|
|
|
38
|
Huntington National Bank
Columbus,
Ohio
|
$91K
|
–
|
–
|
–
|
|
|
39
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$76K
|
–
|
–
|
–
|
|
|
40
|
LBA Wealth Management
Jacksonville,
Florida
|
$72K
|
+$73.3K
|
+3,000
|
New
|
|
|
41
|
US Bancorp
Minneapolis,
Minnesota
|
$58K
|
+$24.4K
|
+1,000
|
+71%
|
|
|
42
|
WFG Advisors
Dallas,
Texas
|
$53K
|
–
|
–
|
–
|
|
|
43
|
American International Group
New York
|
$50.7K
|
–
|
–
|
–
|
|
|
44
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$37K
|
+$32.3K
|
+1,322
|
+678%
|
|
|
45
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$35K
|
-$41.8K
|
-1,711
|
-54%
|
|
|
46
|
City Holding Co
Charleston,
West Virginia
|
$31K
|
+$31.8K
|
+1,300
|
New
|
|
|
47
|
MSI Financial Services
Springfield,
Massachusetts
|
$27K
|
-$6.4K
|
-262
|
-19%
|
|
|
48
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$24K
|
–
|
–
|
–
|
|
|
49
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$24K
|
–
|
–
|
–
|
|
|
50
|
Windsor Capital Management
Phoenix,
Arizona
|
$24K
|
–
|
–
|
–
|
|
