|
26
|
Haberer Registered Investment Advisor
Cincinnati,
Ohio
|
$61K
|
–
|
–
|
–
|
|
|
27
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$48K
|
–
|
–
|
–
|
|
|
28
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$28K
|
–
|
–
|
–
|
|
|
29
|
|
$23K
|
–
|
–
|
–
|
|
|
30
|
Dunvegan Associates
Santa Barbara,
California
|
$17K
|
–
|
–
|
–
|
|
|
31
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$15K
|
–
|
–
|
–
|
|
|
32
|
Rockefeller Financial Services
New York
|
$15K
|
–
|
–
|
–
|
|
|
33
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$13K
|
–
|
–
|
–
|
|
|
34
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$10.8K
|
–
|
–
|
–
|
|
|
35
|
Evercore Wealth Management
New York
|
$10K
|
+$9.53K
|
+325
|
New
|
|
|
36
|
American International Group
New York
|
$8.24K
|
-$9.83K
|
-335
|
-55%
|
|
|
37
|
MSI Financial Services
Springfield,
Massachusetts
|
$7K
|
+$2.2K
|
+75
|
+46%
|
|
|
38
|
Creative Planning
Overland Park,
Kansas
|
$6K
|
–
|
–
|
–
|
|
|
39
|
Lenox Wealth Advisors
New York
|
$5K
|
–
|
–
|
–
|
|
|
40
|
Sandy Spring Bank
Olney,
Maryland
|
$5K
|
–
|
–
|
–
|
|
|
41
|
American Research & Management Company
Marion,
Massachusetts
|
$4K
|
–
|
–
|
–
|
|
|
42
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$3K
|
–
|
–
|
–
|
|
|
43
|
Howe & Rusling
Rochester,
New York
|
$3K
|
–
|
–
|
–
|
|
|
44
|
Gradient Investments
Arden Hills,
Minnesota
|
$2K
|
–
|
–
|
–
|
|
|
45
|
Crosspoint Capital Strategies
Orinda,
California
|
–
|
-$14K
|
-500
|
Closed
|
|
|
46
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
–
|
-$10K
|
-350
|
Closed
|
|
|
47
|
Tower Research Capital (TRC)
New York
|
–
|
-$6K
|
-191
|
Closed
|
|
