|
26
|
Sequoia Financial Advisors
Akron,
Ohio
|
$293K
|
+$971
|
+31
|
+0.3%
|
|
|
27
|
The Family Firm
Bethesda,
Maryland
|
$290K
|
–
|
–
|
–
|
|
|
28
|
M&T Bank
Buffalo,
New York
|
$290K
|
+$306K
|
+9,757
|
New
|
|
|
29
|
Bank of New York Mellon
New York
|
$253K
|
+$266K
|
+8,504
|
New
|
|
|
30
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$238K
|
+$167K
|
+5,342
|
+201%
|
|
|
31
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$185K
|
–
|
–
|
–
|
|
|
32
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$152K
|
+$42.6K
|
+1,359
|
+36%
|
|
|
33
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$126K
|
-$242K
|
-7,723
|
-65%
|
|
|
34
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$100K
|
+$98.7K
|
+3,152
|
+1,592%
|
|
|
35
|
Wealthfront
Palo Alto,
California
|
$96K
|
+$101K
|
+3,233
|
New
|
|
|
36
|
Central Trust Company
Jefferson City,
Missouri
|
$67K
|
+$70.4K
|
+2,246
|
New
|
|
|
37
|
Apriem Advisors
Irvine,
California
|
$65K
|
-$41.4K
|
-1,321
|
-38%
|
|
|
38
|
US Bancorp
Minneapolis,
Minnesota
|
$56K
|
+$44.8K
|
+1,429
|
+313%
|
|
|
39
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$39K
|
–
|
–
|
–
|
|
|
40
|
Whittier Trust
South Pasadena,
California
|
$32K
|
–
|
–
|
–
|
|
|
41
|
American International Group
New York
|
$29.3K
|
–
|
–
|
–
|
|
|
42
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$23K
|
–
|
–
|
–
|
|
|
43
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$21K
|
+$22.8K
|
+729
|
New
|
|
|
44
|
MSI Financial Services
Springfield,
Massachusetts
|
$20K
|
–
|
–
|
–
|
|
|
45
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$10K
|
-$34.5K
|
-1,100
|
-77%
|
|
|
46
|
Tradewinds Capital Management
Bellingham,
Washington
|
$9K
|
–
|
–
|
–
|
|
|
47
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$7K
|
–
|
–
|
–
|
|
|
48
|
Washington Trust Bank
Spokane,
Washington
|
$6K
|
–
|
–
|
–
|
|
|
49
|
SEI Investments
Oaks,
Pennsylvania
|
$4K
|
-$26.4K
|
-844
|
-87%
|
|
|
50
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
–
|
-$2.27M
|
-76,193
|
Closed
|
|
