|
51
|
Rockefeller Financial Services
New York
|
$104K
|
–
|
–
|
–
|
|
|
52
|
Duncker Streett & Co
St. Louis,
Missouri
|
$99K
|
–
|
–
|
–
|
|
|
53
|
Creative Planning
Overland Park,
Kansas
|
$98K
|
-$58.8K
|
-2,300
|
-38%
|
|
|
54
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$77K
|
–
|
–
|
–
|
|
|
55
|
Oakworth Capital
Birmingham,
Alabama
|
$66K
|
–
|
–
|
–
|
|
|
56
|
American International Group
New York
|
$65.3K
|
–
|
–
|
–
|
|
|
57
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$62K
|
+$61.4K
|
+2,400
|
New
|
|
|
58
|
MSI Financial Services
Springfield,
Massachusetts
|
$45K
|
-$511
|
-20
|
-1%
|
|
|
59
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$42K
|
–
|
–
|
–
|
|
|
60
|
WFG Advisors
Dallas,
Texas
|
$42K
|
–
|
–
|
–
|
|
|
61
|
BlackRock Investment Management
Wilmington,
Delaware
|
$34K
|
+$32.7K
|
+1,280
|
+2,667%
|
|
|
62
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$30K
|
–
|
–
|
–
|
|
|
63
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$26K
|
–
|
–
|
–
|
|
|
64
|
Stifel Trust
St. Louis,
Missouri
|
$26K
|
–
|
–
|
–
|
|
|
65
|
Kanaly Trust
Houston,
Texas
|
$26K
|
+$25.6K
|
+1,000
|
New
|
|
|
66
|
D.A. Davidson & Co
Great Falls,
Montana
|
$25K
|
–
|
–
|
–
|
|
|
67
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$20.8K
|
+$20.5K
|
+800
|
New
|
|
|
68
|
Central Trust Company
Jefferson City,
Missouri
|
$19K
|
–
|
–
|
–
|
|
|
69
|
Partnervest Advisory Services
Santa Barbara,
California
|
$15K
|
–
|
–
|
–
|
|
|
70
|
|
$12K
|
+$11.5K
|
+450
|
New
|
|
|
71
|
Hoxton Financial
Shepherdstown,
West Virginia
|
$10K
|
–
|
–
|
–
|
|
|
72
|
Lehman Financial Resources
Media,
Pennsylvania
|
$10K
|
–
|
–
|
–
|
|
|
73
|
US Bancorp
Minneapolis,
Minnesota
|
$10K
|
–
|
–
|
–
|
|
|
74
|
Gemmer Asset Management
Walnut Creek,
California
|
$10K
|
+$10.2K
|
+400
|
New
|
|
|
75
|
Somerset Trust
Somerset,
Pennsylvania
|
$10K
|
+$10.2K
|
+400
|
New
|
|
