|
26
|
Whittier Trust
South Pasadena,
California
|
$219K
|
–
|
–
|
–
|
|
|
27
|
William Blair & Company
Chicago,
Illinois
|
$157K
|
+$465
|
+8
|
+0.3%
|
|
|
28
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$152K
|
+$58
|
+1
|
+0%
|
|
|
29
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$139K
|
+$39.4K
|
+678
|
+40%
|
|
|
30
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$124K
|
–
|
–
|
–
|
|
|
31
|
US Bancorp
Minneapolis,
Minnesota
|
$68K
|
-$37.8K
|
-650
|
-36%
|
|
|
32
|
Global Retirement Partners
San Rafael,
California
|
$59K
|
+$69.8K
|
+1,200
|
New
|
|
|
33
|
4Thought Financial Group
Syosset,
New York
|
$52K
|
+$1.74K
|
+30
|
+4%
|
|
|
34
|
Strategic Asset Management
Rochester,
Minnesota
|
$48K
|
+$1.57K
|
+27
|
+3%
|
|
|
35
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$40K
|
–
|
–
|
–
|
|
|
36
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$39K
|
+$58
|
+1
|
+0.1%
|
|
|
37
|
UBS Group
Zurich,
Switzerland
|
$14K
|
+$13.6K
|
+234
|
New
|
|
|
38
|
|
$11K
|
–
|
–
|
–
|
|
|
39
|
Spire Wealth Management
Mclean,
Virginia
|
$5K
|
–
|
–
|
–
|
|
|
40
|
Arax Advisory Partners
Denver,
Colorado
|
$4K
|
–
|
–
|
–
|
|
|
41
|
Newton One Investments
Newark,
Delaware
|
$3K
|
–
|
–
|
–
|
|
|
42
|
Clearstead Advisors
Cleveland,
Ohio
|
$1K
|
–
|
–
|
–
|
|
|
43
|
Westside Investment Management
Santa Monica,
California
|
$29
|
–
|
–
|
–
|
|
|
44
|
Stockman Wealth Management
Billings,
Montana
|
–
|
-$373K
|
-5,795
|
Closed
|
|
|
45
|
Southport Capital Management
Chattanooga,
Tennessee
|
–
|
-$231K
|
-3,581
|
Closed
|
|
|
46
|
Bristlecone Advisors
Bellevue,
Washington
|
–
|
-$212K
|
-3,289
|
Closed
|
|
|
47
|
Clean Yield Group
Norwich,
Vermont
|
–
|
-$10K
|
-154
|
Closed
|
|
|
48
|
Wells Fargo
San Francisco,
California
|
–
|
-$58
|
-1
|
Closed
|
|
