|
101
|
Brown Brothers Harriman & Co
New York
|
$39K
|
–
|
–
|
–
|
|
|
102
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$35K
|
–
|
–
|
–
|
|
|
103
|
Global Retirement Partners
San Rafael,
California
|
$34K
|
–
|
–
|
–
|
|
|
104
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$34K
|
–
|
–
|
–
|
|
|
105
|
Salomon & Ludwin
Richmond,
Virginia
|
$29K
|
–
|
–
|
–
|
|
|
106
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$28.2K
|
–
|
–
|
–
|
|
|
107
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$28K
|
+$28.9K
|
+1,000
|
New
|
|
|
108
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$22.8K
|
–
|
–
|
–
|
|
|
109
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$22K
|
–
|
–
|
–
|
|
|
110
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$18K
|
–
|
–
|
–
|
|
|
111
|
Vigilant Capital Management
Portland,
Maine
|
$17K
|
-$8.68K
|
-300
|
-33%
|
|
|
112
|
Golden State Wealth Management
Santa Ana,
California
|
$14K
|
–
|
–
|
–
|
|
|
113
|
Sonora Investment Management
Tucson,
Arizona
|
$14K
|
–
|
–
|
–
|
|
|
114
|
Toth Financial Advisory
Leesburg,
Virginia
|
$14K
|
–
|
–
|
–
|
|
|
115
|
Kings Point Capital Management
Great Neck,
New York
|
$13K
|
+$13.7K
|
+473
|
New
|
|
|
116
|
Weaver Consulting Group
Huntington Beach,
California
|
$12K
|
–
|
–
|
–
|
|
|
117
|
First Interstate Bank
Billings,
Montana
|
$11K
|
+$11.6K
|
+400
|
New
|
|
|
118
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$9.4K
|
–
|
–
|
–
|
|
|
119
|
Fidelity Investments
Boston,
Massachusetts
|
$7K
|
-$67.1K
|
-2,317
|
-90%
|
|
|
120
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$4K
|
-$37.9K
|
-1,309
|
-88%
|
|
|
121
|
Advisornet Financial
Minnetonka,
Minnesota
|
$4K
|
–
|
–
|
–
|
|
|
122
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$4K
|
–
|
–
|
–
|
|
|
123
|
Gradient Investments
Arden Hills,
Minnesota
|
$1K
|
–
|
–
|
–
|
|
|
124
|
Portfolio Strategies
Monsey,
New York
|
–
|
-$3.55M
|
-125,070
|
Closed
|
|
|
125
|
US Bancorp
Minneapolis,
Minnesota
|
–
|
-$2.05M
|
-71,615
|
Closed
|
|
