|
26
|
Dunvegan Associates
Santa Barbara,
California
|
$29K
|
–
|
–
|
–
|
|
|
27
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$27K
|
–
|
–
|
–
|
|
|
28
|
Ameriprise
Minneapolis,
Minnesota
|
$26K
|
+$5.24K
|
+168
|
+24%
|
|
|
29
|
|
$22K
|
–
|
–
|
–
|
|
|
30
|
American International Group
New York
|
$17.9K
|
+$1.03K
|
+33
|
+6%
|
|
|
31
|
Next Financial Group
Houston,
Texas
|
$16K
|
+$17.2K
|
+550
|
New
|
|
|
32
|
Crosspoint Capital Strategies
Orinda,
California
|
$15K
|
–
|
–
|
–
|
|
|
33
|
Rockefeller Financial Services
New York
|
$15K
|
–
|
–
|
–
|
|
|
34
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$11K
|
–
|
–
|
–
|
|
|
35
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$10.6K
|
–
|
–
|
–
|
|
|
36
|
Evercore Wealth Management
New York
|
$10K
|
–
|
–
|
–
|
|
|
37
|
Private Advisor Group
Morristown,
New Jersey
|
$9K
|
+$9.36K
|
+300
|
New
|
|
|
38
|
Creative Planning
Overland Park,
Kansas
|
$6K
|
–
|
–
|
–
|
|
|
39
|
MSI Financial Services
Springfield,
Massachusetts
|
$5K
|
–
|
–
|
–
|
|
|
40
|
American Research & Management Company
Marion,
Massachusetts
|
$4K
|
–
|
–
|
–
|
|
|
41
|
Lenox Wealth Advisors
New York
|
$4K
|
–
|
–
|
–
|
|
|
42
|
Sandy Spring Bank
Olney,
Maryland
|
$4K
|
–
|
–
|
–
|
|
|
43
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$3K
|
–
|
–
|
–
|
|
|
44
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
45
|
Howe & Rusling
Rochester,
New York
|
$3K
|
–
|
–
|
–
|
|
|
46
|
New England Securities
New York
|
$2K
|
–
|
–
|
–
|
|
|
47
|
|
–
|
-$204K
|
-6,218
|
Closed
|
|
|
48
|
Partnervest Advisory Services
Santa Barbara,
California
|
–
|
-$30K
|
-907
|
Closed
|
|
|
49
|
Raffa Wealth Management
Washington,
District of Columbia
|
–
|
-$27.5K
|
-838
|
Closed
|
|
|
50
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
–
|
-$11.5K
|
-350
|
Closed
|
|
