|
51
|
Bank of the West
Monterey Park,
California
|
$281K
|
+$268K
|
+7,751
|
New
|
|
|
52
|
WhitTier Trust Company
Reno,
Nevada
|
$263K
|
+$250K
|
+7,250
|
New
|
|
|
53
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$222K
|
+$211K
|
+6,110
|
New
|
|
|
54
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$218K
|
+$84.7K
|
+2,453
|
+72%
|
|
|
55
|
Bank of New York Mellon
New York
|
$204K
|
+$194K
|
+5,619
|
New
|
|
|
56
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$179K
|
+$47K
|
+1,360
|
+38%
|
|
|
57
|
Tortoise Investment Management
White Plains,
New York
|
$144K
|
+$31.2K
|
+905
|
+30%
|
|
|
58
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$138K
|
+$124K
|
+3,580
|
+1,492%
|
|
|
59
|
New England Securities
New York
|
$127K
|
-$78.9K
|
-2,285
|
-39%
|
|
|
60
|
US Bancorp
Minneapolis,
Minnesota
|
$125K
|
+$115K
|
+3,341
|
+3,554%
|
|
|
61
|
Choate Investment Advisors
Boston,
Massachusetts
|
$82.2K
|
+$78.3K
|
+2,267
|
New
|
|
|
62
|
|
$52K
|
+$17.6K
|
+510
|
+55%
|
|
|
63
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$36K
|
–
|
–
|
–
|
|
|
64
|
Partnervest Advisory Services
Santa Barbara,
California
|
$32K
|
–
|
–
|
–
|
|
|
65
|
Avior Wealth Management
Omaha,
Nebraska
|
$30K
|
+$28.5K
|
+824
|
New
|
|
|
66
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$27K
|
+$25.9K
|
+750
|
New
|
|
|
67
|
Shamrock Asset Management
Dallas,
Texas
|
$22K
|
+$21.1K
|
+611
|
New
|
|
|
68
|
D.A. Davidson & Co
Great Falls,
Montana
|
$20K
|
+$19.1K
|
+552
|
New
|
|
|
69
|
Crosspoint Capital Strategies
Orinda,
California
|
$18K
|
–
|
–
|
–
|
|
|
70
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$9K
|
–
|
–
|
–
|
|
|
71
|
Creative Planning
Overland Park,
Kansas
|
$5K
|
+$4.97K
|
+144
|
New
|
|
|
72
|
American International Group
New York
|
$4.17K
|
+$3.97K
|
+115
|
New
|
|
|
73
|
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
|
$3K
|
+$2.62K
|
+76
|
New
|
|
|
74
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
75
|
SignatureFD
Atlanta,
Georgia
|
$1K
|
–
|
–
|
–
|
|
