|
51
|
Rockefeller Financial Services
New York
|
$103K
|
–
|
–
|
–
|
|
|
52
|
Duncker Streett & Co
St. Louis,
Missouri
|
$98K
|
–
|
–
|
–
|
|
|
53
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$77K
|
–
|
–
|
–
|
|
|
54
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$74K
|
–
|
–
|
–
|
|
|
55
|
Oakworth Capital
Birmingham,
Alabama
|
$66K
|
–
|
–
|
–
|
|
|
56
|
American International Group
New York
|
$65K
|
–
|
–
|
–
|
|
|
57
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$62K
|
–
|
–
|
–
|
|
|
58
|
Bruderman Asset Management
Locust Valley,
New York
|
$41K
|
–
|
–
|
–
|
|
|
59
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$41K
|
–
|
–
|
–
|
|
|
60
|
MSI Financial Services
Springfield,
Massachusetts
|
$37K
|
+$3.9K
|
+150
|
+12%
|
|
|
61
|
US Bancorp
Minneapolis,
Minnesota
|
$36K
|
–
|
–
|
–
|
|
|
62
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$28K
|
–
|
–
|
–
|
|
|
63
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$26K
|
–
|
–
|
–
|
|
|
64
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$26K
|
–
|
–
|
–
|
|
|
65
|
Sonora Investment Management
Tucson,
Arizona
|
$26K
|
+$26K
|
+1,000
|
New
|
|
|
66
|
D.A. Davidson & Co
Great Falls,
Montana
|
$25K
|
–
|
–
|
–
|
|
|
67
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$20.7K
|
–
|
–
|
–
|
|
|
68
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$15K
|
–
|
–
|
–
|
|
|
69
|
Central Trust Company
Jefferson City,
Missouri
|
$10K
|
–
|
–
|
–
|
|
|
70
|
Gemmer Asset Management
Walnut Creek,
California
|
$10K
|
–
|
–
|
–
|
|
|
71
|
Lehman Financial Resources
Media,
Pennsylvania
|
$10K
|
–
|
–
|
–
|
|
|
72
|
High Point Bank & Trust
High Point,
North Carolina
|
$6K
|
–
|
–
|
–
|
|
|
73
|
Advisory Services Network
Atlanta,
Georgia
|
$3K
|
+$2.6K
|
+100
|
New
|
|
|
74
|
Crosspoint Capital Strategies
Orinda,
California
|
$1K
|
+$650
|
+25
|
New
|
|
|
75
|
Compton Capital Management
Providence,
Rhode Island
|
–
|
-$212K
|
-8,199
|
Closed
|
|
