|
51
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$141K
|
+$144K
|
+3,331
|
New
|
|
|
52
|
D.A. Davidson & Co
Great Falls,
Montana
|
$123K
|
–
|
–
|
–
|
|
|
53
|
Creative Planning
Overland Park,
Kansas
|
$107K
|
+$87.3K
|
+2,013
|
+403%
|
|
|
54
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$96K
|
–
|
–
|
–
|
|
|
55
|
Private Trust Company
Cleveland,
Ohio
|
$76K
|
–
|
–
|
–
|
|
|
56
|
Tower Research Capital (TRC)
New York
|
$76K
|
+$78.1K
|
+1,800
|
New
|
|
|
57
|
Envestnet Asset Management
Chicago,
Illinois
|
$75K
|
+$20.2K
|
+466
|
+36%
|
|
|
58
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$68K
|
-$36.2K
|
-835
|
-34%
|
|
|
59
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$58K
|
+$59.6K
|
+1,373
|
New
|
|
|
60
|
Next Financial Group
Houston,
Texas
|
$46K
|
-$13.4K
|
-308
|
-22%
|
|
|
61
|
Ground Swell Capital
Folly Beach,
South Carolina
|
$44K
|
+$44.6K
|
+1,029
|
New
|
|
|
62
|
WFG Advisors
Dallas,
Texas
|
$32K
|
+$43
|
+1
|
+0.1%
|
|
|
63
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$25K
|
–
|
–
|
–
|
|
|
64
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$23.1K
|
+$20.4K
|
+471
|
+628%
|
|
|
65
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$21K
|
–
|
–
|
–
|
|
|
66
|
Avior Wealth Management
Omaha,
Nebraska
|
$17K
|
+$87
|
+2
|
+0.5%
|
|
|
67
|
AllianceBernstein
Nashville,
Tennessee
|
$2K
|
+$2.08K
|
+48
|
New
|
|
|
68
|
BlackRock Institutional Trust
San Francisco,
California
|
–
|
-$821K
|
-18,861
|
Closed
|
|
|
69
|
Brown Advisory Securities
Baltimore,
Maryland
|
–
|
-$281K
|
-4,325
|
Closed
|
|
|
70
|
Partnervest Advisory Services
Santa Barbara,
California
|
–
|
-$13K
|
-300
|
Closed
|
|
|
71
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
–
|
-$5.22K
|
-120
|
Closed
|
|
