|
26
|
Wells Fargo
San Francisco,
California
|
$115K
|
+$1.47K
|
+49
|
+1%
|
|
|
27
|
WhitTier Trust Company
Reno,
Nevada
|
$92K
|
+$60.1K
|
+2,000
|
+222%
|
|
|
28
|
|
$39K
|
+$37.3K
|
+1,240
|
New
|
|
|
29
|
Evercore Wealth Management
New York
|
$32K
|
–
|
–
|
–
|
|
|
30
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$29K
|
–
|
–
|
–
|
|
|
31
|
Partnervest Advisory Services
Santa Barbara,
California
|
$29K
|
–
|
–
|
–
|
|
|
32
|
|
$28K
|
+$26.8K
|
+890
|
New
|
|
|
33
|
Ameriprise
Minneapolis,
Minnesota
|
$23K
|
-$7.49K
|
-249
|
-26%
|
|
|
34
|
Crosspoint Capital Strategies
Orinda,
California
|
$17K
|
+$15K
|
+500
|
New
|
|
|
35
|
American International Group
New York
|
$17K
|
–
|
–
|
–
|
|
|
36
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$16K
|
–
|
–
|
–
|
|
|
37
|
Rockefeller Financial Services
New York
|
$16K
|
–
|
–
|
–
|
|
|
38
|
Torch Wealth Management
Cincinnati,
Ohio
|
$16K
|
+$15K
|
+500
|
New
|
|
|
39
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$12K
|
–
|
–
|
–
|
|
|
40
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$11K
|
+$10.8K
|
+360
|
New
|
|
|
41
|
Creative Planning
Overland Park,
Kansas
|
$7K
|
–
|
–
|
–
|
|
|
42
|
Lenox Wealth Advisors
New York
|
$5K
|
–
|
–
|
–
|
|
|
43
|
American Research & Management Company
Marion,
Massachusetts
|
$4K
|
–
|
–
|
–
|
|
|
44
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$3K
|
–
|
–
|
–
|
|
|
45
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
46
|
Howe & Rusling
Rochester,
New York
|
$3K
|
–
|
–
|
–
|
|
|
47
|
Tower Research Capital (TRC)
New York
|
$3K
|
+$3.01K
|
+100
|
New
|
|
|
48
|
Whittier Trust
South Pasadena,
California
|
$1K
|
–
|
–
|
–
|
|
|
49
|
Trutina Financial
Bellevue,
Washington
|
–
|
-$27K
|
-935
|
Closed
|
|
|
50
|
Simply Money Advisors
Cincinnati,
Ohio
|
–
|
-$8K
|
-278
|
Closed
|
|
