|
26
|
Buffington Mohr McNeal
Boise,
Idaho
|
$260K
|
-$5K
|
-200
|
-2%
|
|
|
27
|
|
$258K
|
–
|
–
|
–
|
|
|
28
|
KCM Investment Advisors
Greenbrae,
California
|
$234K
|
-$7.5K
|
-300
|
-3%
|
|
|
29
|
Ameriprise
Minneapolis,
Minnesota
|
$233K
|
+$60K
|
+2,400
|
+35%
|
|
|
30
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$219K
|
+$26.9K
|
+1,077
|
+14%
|
|
|
31
|
Evercore Wealth Management
New York
|
$207K
|
-$52.5K
|
-2,100
|
-20%
|
|
|
32
|
|
$192K
|
+$5.9K
|
+236
|
+3%
|
|
|
33
|
BHF Kleinwort Benson Group
Brussels,
Belgium
|
$126K
|
+$125K
|
+5,000
|
New
|
|
|
34
|
Creative Planning
Overland Park,
Kansas
|
$115K
|
-$12.5K
|
-500
|
-10%
|
|
|
35
|
D.A. Davidson & Co
Great Falls,
Montana
|
$111K
|
–
|
–
|
–
|
|
|
36
|
Duncker Streett & Co
St. Louis,
Missouri
|
$101K
|
–
|
–
|
–
|
|
|
37
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$97K
|
+$59.6K
|
+2,384
|
+163%
|
|
|
38
|
US Bancorp
Minneapolis,
Minnesota
|
$86K
|
+$25K
|
+1,000
|
+42%
|
|
|
39
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$78K
|
–
|
–
|
–
|
|
|
40
|
LBA Wealth Management
Jacksonville,
Florida
|
$76K
|
–
|
–
|
–
|
|
|
41
|
American International Group
New York
|
$75.8K
|
+$22.5K
|
+900
|
+43%
|
|
|
42
|
WFG Advisors
Dallas,
Texas
|
$56K
|
–
|
–
|
–
|
|
|
43
|
City Holding Co
Charleston,
West Virginia
|
$33K
|
–
|
–
|
–
|
|
|
44
|
MSI Financial Services
Springfield,
Massachusetts
|
$29K
|
+$175
|
+7
|
+0.6%
|
|
|
45
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$25K
|
–
|
–
|
–
|
|
|
46
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$25K
|
–
|
–
|
–
|
|
|
47
|
EFG Asset Management (Americas)
Miami,
Florida
|
$13K
|
–
|
–
|
–
|
|
|
48
|
Tarbox Family Office
Newport Beach,
California
|
$12K
|
–
|
–
|
–
|
|
|
49
|
1919 Investment Counsel
Baltimore,
Maryland
|
$11K
|
–
|
–
|
–
|
|
|
50
|
Lehman Financial Resources
Media,
Pennsylvania
|
$10K
|
–
|
–
|
–
|
|
