|
26
|
WhitTier Trust Company
Reno,
Nevada
|
$350K
|
+$327K
|
+10,040
|
New
|
|
|
27
|
Principal Financial Group
Des Moines,
Iowa
|
$343K
|
+$320K
|
+9,834
|
New
|
|
|
28
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$337K
|
-$74K
|
-2,273
|
-19%
|
|
|
29
|
Equitable Holdings
New York
|
$319K
|
+$26K
|
+799
|
+10%
|
|
|
30
|
Whittier Trust
South Pasadena,
California
|
$274K
|
+$256K
|
+7,868
|
New
|
|
|
31
|
Franklin Resources
San Mateo,
California
|
$243K
|
–
|
–
|
–
|
|
|
32
|
|
$200K
|
+$187K
|
+5,734
|
New
|
|
|
33
|
US Bancorp
Minneapolis,
Minnesota
|
$189K
|
+$77.5K
|
+2,380
|
+78%
|
|
|
34
|
Farther Finance Advisors
San Francisco,
California
|
$106K
|
–
|
–
|
–
|
|
|
35
|
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
$91K
|
+$85K
|
+2,610
|
New
|
|
|
36
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$61.5K
|
+$423
|
+13
|
+0.7%
|
|
|
37
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$52.3K
|
+$45.2K
|
+1,390
|
+1,324%
|
|
|
38
|
Comerica Bank
Dallas,
Texas
|
$40.5K
|
+$944
|
+29
|
+3%
|
|
|
39
|
Main Management
San Francisco,
California
|
$33K
|
–
|
–
|
–
|
|
|
40
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$10.1K
|
+$9.05K
|
+278
|
New
|
|
|
41
|
|
$7.96K
|
+$33
|
+1
|
+0.4%
|
|
|
42
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.01K
|
+$3.74K
|
+115
|
New
|
|
|
43
|
M&R Capital Management
Summit,
New Jersey
|
$1.05K
|
+$976
|
+30
|
New
|
|
|
44
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$1.04K
|
–
|
–
|
–
|
|
|
45
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$174
|
–
|
–
|
–
|
|
|
46
|
Wells Fargo
San Francisco,
California
|
$11
|
-$33
|
-1
|
Closed
|
|
|
47
|
Pasadena Private Wealth
Pasadena,
California
|
–
|
-$2.61M
|
-82,354
|
Closed
|
|
|
48
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$729K
|
-23,041
|
Closed
|
|
|
49
|
Avantax Advisory Services
Dallas,
Texas
|
–
|
-$204K
|
-6,455
|
Closed
|
|
