|
101
|
Bank of America
Charlotte,
North Carolina
|
$228K
|
-$682K
|
-20,196
|
-75%
|
|
|
102
|
US Bancorp
Minneapolis,
Minnesota
|
$220K
|
–
|
–
|
–
|
|
|
103
|
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
|
$190K
|
+$131K
|
+3,883
|
+227%
|
|
|
104
|
Fort LP
Chevy Chase,
Maryland
|
$186K
|
+$185K
|
+5,480
|
New
|
|
|
105
|
Zurich Cantonal Bank
Zurich,
Switzerland
|
$181K
|
–
|
–
|
–
|
|
|
106
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$170K
|
–
|
–
|
–
|
|
|
107
|
Amundi Asset Management US
Boston,
Massachusetts
|
$153K
|
+$152K
|
+4,500
|
New
|
|
|
108
|
Credential Qtrade Securities
Vancouver,
|
$152K
|
+$152K
|
+4,506
|
New
|
|
|
109
|
Advisor Group
Phoenix,
Arizona
|
$151K
|
-$28.9K
|
-855
|
-16%
|
|
|
110
|
WhitTier Trust Company
Reno,
Nevada
|
$102K
|
–
|
–
|
–
|
|
|
111
|
SEI Investments
Oaks,
Pennsylvania
|
$61K
|
-$101K
|
-2,979
|
-66%
|
|
|
112
|
Thompson Davis & Co
Richmond,
Virginia
|
$59K
|
+$50.6K
|
+1,500
|
+600%
|
|
|
113
|
Turtle Creek Asset Management
Toronto,
Ontario, Canada
|
$58K
|
–
|
–
|
–
|
|
|
114
|
Whittier Trust
South Pasadena,
California
|
$34K
|
–
|
–
|
–
|
|
|
115
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$18.1K
|
-$7.56K
|
-224
|
-29%
|
|
|
116
|
Wells Fargo
San Francisco,
California
|
$18K
|
–
|
–
|
–
|
|
|
117
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$17K
|
–
|
–
|
–
|
|
|
118
|
Geneos Wealth Management
Englewood,
Colorado
|
$14K
|
–
|
–
|
–
|
|
|
119
|
Arax Advisory Partners
Denver,
Colorado
|
$7K
|
–
|
–
|
–
|
|
|
120
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$6K
|
+$6.75K
|
+200
|
New
|
|
|
121
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$5K
|
-$3.11K
|
-92
|
-37%
|
|
|
122
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3K
|
–
|
–
|
–
|
|
|
123
|
|
$3K
|
+$2.5K
|
+74
|
New
|
|
|
124
|
AssetMark Inc
Concord,
California
|
$1K
|
–
|
–
|
–
|
|
|
125
|
|
–
|
-$3.27M
|
-100,448
|
Closed
|
|
