|
26
|
|
$435K
|
+$423K
|
+12,044
|
New
|
|
|
27
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$372K
|
+$32.6K
|
+929
|
+10%
|
|
|
28
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$278K
|
+$527
|
+15
|
+0.2%
|
|
|
29
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$276K
|
+$269K
|
+7,649
|
New
|
|
|
30
|
Twele Capital Management
Minnetonka,
Minnesota
|
$209K
|
+$203K
|
+5,790
|
New
|
|
|
31
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$151K
|
+$35.1K
|
+1,000
|
+31%
|
|
|
32
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$126K
|
+$123K
|
+3,500
|
New
|
|
|
33
|
Ameriprise
Minneapolis,
Minnesota
|
$111K
|
-$64.8K
|
-1,846
|
-37%
|
|
|
34
|
Envestnet Asset Management
Chicago,
Illinois
|
$96K
|
-$35.5K
|
-1,012
|
-28%
|
|
|
35
|
|
$72K
|
+$70.3K
|
+2,000
|
New
|
|
|
36
|
Canada Life
Winnipeg,
Manitoba, Canada
|
$38K
|
+$36.9K
|
+1,050
|
New
|
|
|
37
|
Creative Planning
Overland Park,
Kansas
|
$33K
|
-$256K
|
-7,288
|
-89%
|
|
|
38
|
MSI Financial Services
Springfield,
Massachusetts
|
$23K
|
+$22.1K
|
+630
|
New
|
|
|
39
|
|
$16K
|
+$8.57K
|
+244
|
+122%
|
|
|
40
|
WhitTier Trust Company
Reno,
Nevada
|
$11K
|
–
|
–
|
–
|
|
|
41
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$3K
|
+$2.67K
|
+76
|
New
|
|
|
42
|
Legacy Private Trust
Neenah,
Wisconsin
|
–
|
-$10.5M
|
-305,431
|
Closed
|
|
|
43
|
Nomura Holdings
Tokyo,
Japan
|
–
|
-$2.71M
|
-78,847
|
Closed
|
|
|
44
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
–
|
-$829K
|
-24,171
|
Closed
|
|
|
45
|
Raymond James & Associates
St Petersburg,
Florida
|
–
|
-$443K
|
-12,925
|
Closed
|
|
