|
51
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$98K
|
+$31.8K
|
+2,195
|
+50%
|
|
|
52
|
Rockefeller Capital Management
New York
|
$89K
|
–
|
–
|
–
|
|
|
53
|
Oakworth Capital
Birmingham,
Alabama
|
$71K
|
–
|
–
|
–
|
|
|
54
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$53K
|
+$50.3K
|
+3,465
|
New
|
|
|
55
|
Geneos Wealth Management
Englewood,
Colorado
|
$48K
|
–
|
–
|
–
|
|
|
56
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$44K
|
–
|
–
|
–
|
|
|
57
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$31K
|
+$29.7K
|
+2,044
|
New
|
|
|
58
|
Perkins Coie Trust Company
Seattle,
Washington
|
$29K
|
–
|
–
|
–
|
|
|
59
|
Ironwood Financial
Tucson,
Arizona
|
$21K
|
–
|
–
|
–
|
|
|
60
|
Eudaimonia Partners
Winchester,
Tennessee
|
$21K
|
+$20K
|
+1,378
|
New
|
|
|
61
|
Pathstone Family Office
Englewood,
New Jersey
|
$16K
|
+$14.5K
|
+998
|
+1,426%
|
|
|
62
|
Advisory Services Network
Atlanta,
Georgia
|
$15K
|
–
|
–
|
–
|
|
|
63
|
Central Trust Company
Jefferson City,
Missouri
|
$15K
|
–
|
–
|
–
|
|
|
64
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$9K
|
-$868K
|
-59,864
|
-99%
|
|
|
65
|
Valeo Financial Advisors
Carmel,
Indiana
|
$7K
|
–
|
–
|
–
|
|
|
66
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$2K
|
+$2.16K
|
+149
|
New
|
|
|
67
|
Vivaldi Capital Management
Chicago,
Illinois
|
–
|
-$2.01M
|
-140,051
|
Closed
|
|
|
68
|
Mercer Global Advisors
Denver,
Colorado
|
–
|
-$224K
|
-15,760
|
Closed
|
|
|
69
|
Ceeto Capital Group
Coral Gables,
Florida
|
–
|
-$214K
|
-15,000
|
Closed
|
|
|
70
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
–
|
-$164K
|
-11,552
|
Closed
|
|
|
71
|
Panagora Asset Management
Boston,
Massachusetts
|
–
|
-$3K
|
-190
|
Closed
|
|
|
72
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
–
|
-$232
|
-16
|
-50%
|
|
