|
26
|
Ballentine Partners
Waltham,
Massachusetts
|
$216K
|
+$222K
|
+3,031
|
New
|
|
|
27
|
Main Management
San Francisco,
California
|
$154K
|
–
|
–
|
–
|
|
|
28
|
Rockefeller Capital Management
New York
|
$119K
|
+$20.5K
|
+280
|
+20%
|
|
|
29
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$116K
|
+$27.1K
|
+370
|
+29%
|
|
|
30
|
Wells Fargo
San Francisco,
California
|
$106K
|
-$15.5K
|
-212
|
-12%
|
|
|
31
|
Investmark Advisory Group
Shelton,
Connecticut
|
$101K
|
+$104K
|
+1,417
|
New
|
|
|
32
|
HM Payson & Co
Portland,
Maine
|
$71K
|
–
|
–
|
–
|
|
|
33
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$67K
|
–
|
–
|
–
|
|
|
34
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$44K
|
–
|
–
|
–
|
|
|
35
|
Koshinski Asset Management
Decatur,
Illinois
|
$40K
|
–
|
–
|
–
|
|
|
36
|
William Blair & Company
Chicago,
Illinois
|
$31K
|
–
|
–
|
–
|
|
|
37
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$25K
|
+$24.7K
|
+337
|
+1,685%
|
|
|
38
|
Lindbrook Capital
Calabasas,
California
|
$25K
|
+$25.6K
|
+350
|
New
|
|
|
39
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$18K
|
-$23.5K
|
-321
|
-56%
|
|
|
40
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$16K
|
–
|
–
|
–
|
|
|
41
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$14K
|
+$14.6K
|
+200
|
New
|
|
|
42
|
Next Financial Group
Houston,
Texas
|
$13K
|
–
|
–
|
–
|
|
|
43
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$13K
|
+$13.6K
|
+186
|
New
|
|
|
44
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$11K
|
–
|
–
|
–
|
|
|
45
|
Asset Dedication LLC
San Francisco,
California
|
$4K
|
–
|
–
|
–
|
|
|
46
|
American Portfolios Advisors
Holbrook,
New York
|
$2.34K
|
+$73
|
+1
|
+3%
|
|
|
47
|
Fidelity Investments
Boston,
Massachusetts
|
$2K
|
–
|
–
|
–
|
|
|
48
|
CoreCap Advisors
Southfield,
Michigan
|
$1K
|
+$293
|
+4
|
New
|
|
|
49
|
|
–
|
-$11.8M
|
-154,190
|
Closed
|
|
|
50
|
Flow Traders U.S.
New York
|
–
|
-$3M
|
-39,049
|
Closed
|
|
