|
26
|
Dunvegan Associates
Santa Barbara,
California
|
$32K
|
+$31.3K
|
+978
|
New
|
|
|
27
|
Trutina Financial
Bellevue,
Washington
|
$31K
|
+$29.9K
|
+935
|
New
|
|
|
28
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$30K
|
–
|
–
|
–
|
|
|
29
|
Partnervest Advisory Services
Santa Barbara,
California
|
$30K
|
–
|
–
|
–
|
|
|
30
|
|
$29K
|
–
|
–
|
–
|
|
|
31
|
Raffa Wealth Management
Washington,
District of Columbia
|
$27.3K
|
+$26.8K
|
+838
|
New
|
|
|
32
|
Ameriprise
Minneapolis,
Minnesota
|
$23K
|
–
|
–
|
–
|
|
|
33
|
|
$20K
|
+$19.2K
|
+600
|
New
|
|
|
34
|
American International Group
New York
|
$18.8K
|
+$1.31K
|
+41
|
+8%
|
|
|
35
|
Crosspoint Capital Strategies
Orinda,
California
|
$16K
|
–
|
–
|
–
|
|
|
36
|
Rockefeller Financial Services
New York
|
$16K
|
–
|
–
|
–
|
|
|
37
|
Torch Wealth Management
Cincinnati,
Ohio
|
$16K
|
–
|
–
|
–
|
|
|
38
|
Evercore Wealth Management
New York
|
$13K
|
-$19.7K
|
-615
|
-61%
|
|
|
39
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$13K
|
–
|
–
|
–
|
|
|
40
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$11.7K
|
–
|
–
|
–
|
|
|
41
|
Creative Planning
Overland Park,
Kansas
|
$7K
|
–
|
–
|
–
|
|
|
42
|
Lenox Wealth Advisors
New York
|
$5K
|
–
|
–
|
–
|
|
|
43
|
MSI Financial Services
Springfield,
Massachusetts
|
$5K
|
+$5.21K
|
+163
|
New
|
|
|
44
|
American Research & Management Company
Marion,
Massachusetts
|
$4K
|
–
|
–
|
–
|
|
|
45
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
46
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$3K
|
–
|
–
|
–
|
|
|
47
|
Howe & Rusling
Rochester,
New York
|
$3K
|
–
|
–
|
–
|
|
|
48
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$2K
|
-$14.4K
|
-450
|
-90%
|
|
|
49
|
New England Securities
New York
|
$2K
|
+$2.4K
|
+75
|
New
|
|
|
50
|
|
–
|
-$2.07M
|
-65,083
|
Closed
|
|
