|
51
|
Whittier Trust
South Pasadena,
California
|
$33K
|
–
|
–
|
–
|
|
|
52
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$26K
|
–
|
–
|
–
|
|
|
53
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$24K
|
–
|
–
|
–
|
|
|
54
|
William Blair & Company
Chicago,
Illinois
|
$24K
|
+$24K
|
+498
|
New
|
|
|
55
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$22.7K
|
–
|
–
|
–
|
|
|
56
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
$19K
|
+$9.64K
|
+200
|
+100%
|
|
|
57
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$19K
|
+$19.3K
|
+400
|
New
|
|
|
58
|
Global Retirement Partners
San Rafael,
California
|
$18K
|
+$4.14K
|
+86
|
+29%
|
|
|
59
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$16K
|
-$164K
|
-3,400
|
-91%
|
|
|
60
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$16K
|
–
|
–
|
–
|
|
|
61
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$14.3K
|
+$14.5K
|
+300
|
New
|
|
|
62
|
Bartlett & Co
Cincinnati,
Ohio
|
$14K
|
–
|
–
|
–
|
|
|
63
|
Huntington National Bank
Columbus,
Ohio
|
$14K
|
–
|
–
|
–
|
|
|
64
|
Geneos Wealth Management
Englewood,
Colorado
|
$12K
|
–
|
–
|
–
|
|
|
65
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$11K
|
+$10.6K
|
+220
|
New
|
|
|
66
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$11K
|
+$11.4K
|
+236
|
New
|
|
|
67
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$10K
|
–
|
–
|
–
|
|
|
68
|
Tortoise Investment Management
White Plains,
New York
|
$9K
|
–
|
–
|
–
|
|
|
69
|
Private Capital Group
West Hartford,
Connecticut
|
$6K
|
+$1.54K
|
+32
|
+36%
|
|
|
70
|
AllSquare Wealth Management
Albany,
New York
|
$2K
|
–
|
–
|
–
|
|
|
71
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$1K
|
+$675
|
+14
|
New
|
|
|
72
|
|
–
|
-$1.95M
|
-39,941
|
Closed
|
|
|
73
|
Segment Wealth Management
Houston,
Texas
|
–
|
-$1.65M
|
-33,805
|
Closed
|
|
|
74
|
Ford Financial Group
Fresno,
California
|
–
|
-$18K
|
-366
|
Closed
|
|
|
75
|
Isthmus Partners
Madison,
Wisconsin
|
–
|
-$11K
|
-231
|
Closed
|
|
