|
51
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$143K
|
-$69K
|
-2,327
|
-33%
|
|
|
52
|
BB&T Investment Services
Charlotte,
North Carolina
|
$107K
|
+$89.9K
|
+3,032
|
+500%
|
|
|
53
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$65K
|
-$12.7K
|
-429
|
-17%
|
|
|
54
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$60K
|
-$65.8K
|
-2,220
|
-53%
|
|
|
55
|
Steward Partners Investment Advisory
New York
|
$50K
|
-$9.88K
|
-333
|
-16%
|
|
|
56
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$42K
|
–
|
–
|
–
|
|
|
57
|
Perigon Wealth Management
San Francisco,
California
|
$42K
|
–
|
–
|
–
|
|
|
58
|
Whittier Trust
South Pasadena,
California
|
$38K
|
–
|
–
|
–
|
|
|
59
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$38K
|
+$37.8K
|
+1,276
|
New
|
|
|
60
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$33K
|
–
|
–
|
–
|
|
|
61
|
Envestnet Asset Management
Chicago,
Illinois
|
$32K
|
+$25.9K
|
+875
|
+405%
|
|
|
62
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$28K
|
+$11.2K
|
+378
|
+67%
|
|
|
63
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$25K
|
–
|
–
|
–
|
|
|
64
|
Bessemer Group
Woodbridge,
New Jersey
|
$22K
|
+$20.4K
|
+687
|
+1,108%
|
|
|
65
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$17.3K
|
-$15.4K
|
-519
|
-47%
|
|
|
66
|
US Bancorp
Minneapolis,
Minnesota
|
$17K
|
–
|
–
|
–
|
|
|
67
|
Focused Wealth Management
Newburgh,
New York
|
$15K
|
–
|
–
|
–
|
|
|
68
|
Creative Planning
Overland Park,
Kansas
|
$14K
|
+$14.1K
|
+476
|
New
|
|
|
69
|
Perennial Advisors
New York
|
$13K
|
–
|
–
|
–
|
|
|
70
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$11K
|
–
|
–
|
–
|
|
|
71
|
Westside Investment Management
Santa Monica,
California
|
$8.81K
|
–
|
–
|
–
|
|
|
72
|
First Horizon Advisors
Memphis,
Tennessee
|
$6K
|
–
|
–
|
–
|
|
|
73
|
|
$3K
|
-$3.77K
|
-127
|
-56%
|
|
|
74
|
SEI Investments
Oaks,
Pennsylvania
|
$3K
|
+$2.79K
|
+94
|
New
|
|
|
75
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$541K
|
-18,413
|
Closed
|
|
