|
26
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$139K
|
–
|
–
|
–
|
|
|
27
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$129K
|
–
|
–
|
–
|
|
|
28
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$119K
|
+$116K
|
+1,040
|
New
|
|
|
29
|
Arax Advisory Partners
Denver,
Colorado
|
$107K
|
+$104K
|
+939
|
New
|
|
|
30
|
RhumbLine Advisers
Boston,
Massachusetts
|
$39.8K
|
-$15.6K
|
-140
|
-29%
|
|
|
31
|
CX Institutional
Auburn,
Indiana
|
$33K
|
+$1.45K
|
+13
|
+5%
|
|
|
32
|
Global Retirement Partners
San Rafael,
California
|
$12.8K
|
–
|
–
|
–
|
|
|
33
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$11.4K
|
–
|
–
|
–
|
|
|
34
|
|
$7.67K
|
–
|
–
|
–
|
|
|
35
|
NBT Bank
Norwich,
New York
|
$6.87K
|
–
|
–
|
–
|
|
|
36
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.38K
|
-$8.33K
|
-75
|
-61%
|
|
|
37
|
Wells Fargo
San Francisco,
California
|
$4.69K
|
–
|
–
|
–
|
|
|
38
|
William Blair & Company
Chicago,
Illinois
|
$2.4K
|
–
|
–
|
–
|
|
|
39
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.37K
|
+$1.33K
|
+12
|
New
|
|
|
40
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$1.15K
|
+$1.11K
|
+10
|
New
|
|
|
41
|
Private Trust Company
Cleveland,
Ohio
|
$916
|
–
|
–
|
–
|
|
|
42
|
Horizon Investments
Charlotte,
North Carolina
|
$572
|
-$111
|
-1
|
-17%
|
|
|
43
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$228
|
+$222
|
+2
|
New
|
|
|
44
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$5K
|
-44
|
Closed
|
|
|
45
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
–
|
-$106
|
-1
|
Closed
|
|
|
46
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
+$444
|
+4
|
New
|
|
