|
51
|
CPWM LLC
Seattle,
Washington
|
$250K
|
–
|
–
|
–
|
|
|
52
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$233K
|
-$57.7K
|
-495
|
-19%
|
|
|
53
|
CoreCap Advisors
Southfield,
Michigan
|
$213K
|
-$22.8K
|
-196
|
-9%
|
|
|
54
|
Stifel Financial
St. Louis,
Missouri
|
$211K
|
-$12.8K
|
-110
|
-5%
|
|
|
55
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$200K
|
-$7.46K
|
-64
|
-3%
|
|
|
56
|
Rockefeller Capital Management
New York
|
$188K
|
+$100K
|
+860
|
+100%
|
|
|
57
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$168K
|
+$114K
|
+977
|
+178%
|
|
|
58
|
Osaic Holdings
Scottsdale,
Arizona
|
$156K
|
-$40K
|
-343
|
-20%
|
|
|
59
|
UMB Bank
Kansas City,
Missouri
|
$120K
|
–
|
–
|
–
|
|
|
60
|
Global Retirement Partners
San Rafael,
California
|
$112K
|
+$132K
|
+1,129
|
New
|
|
|
61
|
Rockbridge Investment Management
Syracuse,
New York
|
$105K
|
–
|
–
|
–
|
|
|
62
|
Activest Wealth Management
Aventure,
Florida
|
$104K
|
+$932
|
+8
|
+0.9%
|
|
|
63
|
Clearstead Advisors
Cleveland,
Ohio
|
$73K
|
–
|
–
|
–
|
|
|
64
|
Resources Management Corp
West Hartford,
Connecticut
|
$69K
|
-$11.7K
|
-100
|
-14%
|
|
|
65
|
US Bancorp
Minneapolis,
Minnesota
|
$63K
|
–
|
–
|
–
|
|
|
66
|
WhitTier Trust Company
Reno,
Nevada
|
$63K
|
–
|
–
|
–
|
|
|
67
|
Spire Wealth Management
Mclean,
Virginia
|
$61K
|
–
|
–
|
–
|
|
|
68
|
Fidelity Investments
Boston,
Massachusetts
|
$55K
|
–
|
–
|
–
|
|
|
69
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$55K
|
–
|
–
|
–
|
|
|
70
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$55K
|
–
|
–
|
–
|
|
|
71
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$47K
|
–
|
–
|
–
|
|
|
72
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$37K
|
-$45.1K
|
-387
|
-53%
|
|
|
73
|
Parallel Advisors
San Francisco,
California
|
$27K
|
–
|
–
|
–
|
|
|
74
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$24K
|
–
|
–
|
–
|
|
|
75
|
Ballast Advisors
Woodbury,
Minnesota
|
$16K
|
+$9.32K
|
+80
|
+125%
|
|
