|
51
|
Perkins Coie Trust Company
Seattle,
Washington
|
$30K
|
–
|
–
|
–
|
|
|
52
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$23K
|
–
|
–
|
–
|
|
|
53
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$16K
|
–
|
–
|
–
|
|
|
54
|
Tower Research Capital (TRC)
New York
|
$15K
|
+$16.1K
|
+690
|
New
|
|
|
55
|
IFP Advisors
Tampa,
Florida
|
$14K
|
-$131K
|
-5,599
|
-90%
|
|
|
56
|
TCI Wealth Advisors
Tucson,
Arizona
|
$12K
|
+$12.9K
|
+554
|
New
|
|
|
57
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$11K
|
–
|
–
|
–
|
|
|
58
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$10K
|
+$10.4K
|
+445
|
New
|
|
|
59
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$9K
|
–
|
–
|
–
|
|
|
60
|
US Bancorp
Minneapolis,
Minnesota
|
$7K
|
-$37K
|
-1,587
|
-84%
|
|
|
61
|
Security National Trust
Wheeling,
West Virginia
|
$7K
|
–
|
–
|
–
|
|
|
62
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$7K
|
+$8.11K
|
+348
|
New
|
|
|
63
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$6K
|
–
|
–
|
–
|
|
|
64
|
North Star Investment Management
Chicago,
Illinois
|
$4K
|
-$10.6K
|
-454
|
-69%
|
|
|
65
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$3.89K
|
–
|
–
|
–
|
|
|
66
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3K
|
+$2.91K
|
+125
|
New
|
|
|
67
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$2K
|
–
|
–
|
–
|
|
|
68
|
Global Retirement Partners
San Rafael,
California
|
$1K
|
+$863
|
+37
|
New
|
|
|
69
|
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
–
|
-$7.12M
|
-286,479
|
Closed
|
|
|
70
|
Curi RMB Capital
Chicago,
Illinois
|
–
|
-$5.08M
|
-204,508
|
Closed
|
|
|
71
|
Wolverine Asset Management
Chicago,
Illinois
|
–
|
-$5.04M
|
-202,539
|
Closed
|
|
|
72
|
Beck Capital Management
Austin,
Texas
|
–
|
-$2.21M
|
-88,690
|
Closed
|
|
|
73
|
Doliver Advisors
Houston,
Texas
|
–
|
-$2.03M
|
-81,632
|
Closed
|
|
|
74
|
Cetera Advisor Networks
El Segundo,
California
|
–
|
-$417K
|
-16,776
|
Closed
|
|
|
75
|
Williams Jones & Associates
New York
|
–
|
-$229K
|
-9,220
|
Closed
|
|
