|
51
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$210K
|
–
|
–
|
–
|
|
|
52
|
WFG Advisors
Dallas,
Texas
|
$209K
|
+$129K
|
+2,411
|
+143%
|
|
|
53
|
Rothschild Investment LLC
Chicago,
Illinois
|
$207K
|
-$4.02K
|
-75
|
-2%
|
|
|
54
|
Yellowstone Partners
Idaho Falls,
Idaho
|
$205K
|
+$215K
|
+4,020
|
New
|
|
|
55
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$169K
|
–
|
–
|
–
|
|
|
56
|
AllSquare Wealth Management
Albany,
New York
|
$163K
|
-$13.8K
|
-257
|
-7%
|
|
|
57
|
Tortoise Investment Management
White Plains,
New York
|
$153K
|
–
|
–
|
–
|
|
|
58
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$128K
|
+$134K
|
+2,500
|
New
|
|
|
59
|
US Bancorp
Minneapolis,
Minnesota
|
$120K
|
–
|
–
|
–
|
|
|
60
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$82K
|
–
|
–
|
–
|
|
|
61
|
MSI Financial Services
Springfield,
Massachusetts
|
$63K
|
-$4.61K
|
-86
|
-6%
|
|
|
62
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$62K
|
–
|
–
|
–
|
|
|
63
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$61K
|
–
|
–
|
–
|
|
|
64
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$27K
|
+$17.7K
|
+330
|
+165%
|
|
|
65
|
American International Group
New York
|
$20.5K
|
-$11.7K
|
-219
|
-35%
|
|
|
66
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$19K
|
+$20.3K
|
+380
|
New
|
|
|
67
|
Karp Capital Management
Sausalito,
California
|
$13K
|
+$13.2K
|
+247
|
New
|
|
|
68
|
Tarbox Family Office
Newport Beach,
California
|
$6K
|
–
|
–
|
–
|
|
|
69
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$6K
|
+$3K
|
+56
|
+73%
|
|
|
70
|
Next Financial Group
Houston,
Texas
|
$5K
|
–
|
–
|
–
|
|
|
71
|
Argent Trust Company
Ruston,
Louisiana
|
–
|
-$699K
|
-13,500
|
Closed
|
|
|
72
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$490K
|
-9,466
|
Closed
|
|
|
73
|
Tower Research Capital (TRC)
New York
|
–
|
-$2K
|
-31
|
Closed
|
|
