|
51
|
Presidio Capital Management
San Diego,
California
|
$276K
|
+$3.35K
|
+30
|
+1%
|
|
|
52
|
James Investment Research
Alpha,
Ohio
|
$273K
|
-$437K
|
-3,911
|
-61%
|
|
|
53
|
Rockefeller Capital Management
New York
|
$268K
|
+$3.35K
|
+30
|
+1%
|
|
|
54
|
Evercore Wealth Management
New York
|
$267K
|
–
|
–
|
–
|
|
|
55
|
MML Investors Services
Springfield,
Massachusetts
|
$266K
|
-$7.82K
|
-70
|
-3%
|
|
|
56
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$264K
|
-$11.1M
|
-99,759
|
-98%
|
|
|
57
|
Valicenti Advisory Services
Elmira,
New York
|
$252K
|
–
|
–
|
–
|
|
|
58
|
US Bancorp
Minneapolis,
Minnesota
|
$225K
|
–
|
–
|
–
|
|
|
59
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$224K
|
+$230K
|
+2,058
|
New
|
|
|
60
|
Carr Financial Group
Worcester,
Massachusetts
|
$218K
|
–
|
–
|
–
|
|
|
61
|
Corient Private Wealth
Miami,
Florida
|
$218K
|
–
|
–
|
–
|
|
|
62
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$202K
|
–
|
–
|
–
|
|
|
63
|
Brown Brothers Harriman & Co
New York
|
$164K
|
–
|
–
|
–
|
|
|
64
|
Key Financial Inc
West Chester,
Pennsylvania
|
$131K
|
–
|
–
|
–
|
|
|
65
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$127K
|
-$3.13M
|
-28,003
|
-96%
|
|
|
66
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$113K
|
-$16.3K
|
-146
|
-12%
|
|
|
67
|
|
$97.1K
|
+$100K
|
+898
|
New
|
|
|
68
|
Farther Finance Advisors
San Francisco,
California
|
$86.9K
|
-$7.03K
|
-63
|
-7%
|
|
|
69
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$62.1K
|
+$63.5K
|
+569
|
New
|
|
|
70
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$60K
|
–
|
–
|
–
|
|
|
71
|
Fairman Group
Chesterbrook,
Pennsylvania
|
$56.7K
|
–
|
–
|
–
|
|
|
72
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$54.5K
|
–
|
–
|
–
|
|
|
73
|
Jones Financial Companies
Des Peres,
Missouri
|
$49K
|
+$50.2K
|
+450
|
New
|
|
|
74
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$47.4K
|
+$48.6K
|
+435
|
New
|
|
|
75
|
Sterling Capital Management
Charlotte,
North Carolina
|
$45.1K
|
–
|
–
|
–
|
|
