|
26
|
Wells Fargo
San Francisco,
California
|
$305K
|
+$213K
|
+9,110
|
+203%
|
|
|
27
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$299K
|
+$313K
|
+13,360
|
New
|
|
|
28
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$244K
|
-$4.17K
|
-178
|
-2%
|
|
|
29
|
Matisse Capital
Portland,
Oregon
|
$236K
|
–
|
–
|
–
|
|
|
30
|
Samalin Investment Counsel
Chappaqua,
New York
|
$233K
|
–
|
–
|
–
|
|
|
31
|
Gould Asset Management
Claremont,
California
|
$224K
|
–
|
–
|
–
|
|
|
32
|
Ancora Advisors
Cleveland,
Ohio
|
$155K
|
–
|
–
|
–
|
|
|
33
|
Rockefeller Capital Management
New York
|
$102K
|
-$2.81K
|
-120
|
-3%
|
|
|
34
|
Osaic Holdings
Scottsdale,
Arizona
|
$87K
|
-$11.7K
|
-500
|
-11%
|
|
|
35
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28K
|
–
|
–
|
–
|
|
|
36
|
Spire Wealth Management
Mclean,
Virginia
|
$27K
|
–
|
–
|
–
|
|
|
37
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$19K
|
+$20.1K
|
+858
|
New
|
|
|
38
|
Global Retirement Partners
San Rafael,
California
|
$17K
|
–
|
–
|
–
|
|
|
39
|
Allworth Financial
Folsom,
California
|
$11K
|
–
|
–
|
–
|
|
|
40
|
GHP Investment Advisors
Denver,
Colorado
|
$11K
|
–
|
–
|
–
|
|
|
41
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$6.71K
|
–
|
–
|
–
|
|
|
42
|
US Bancorp
Minneapolis,
Minnesota
|
$6K
|
+$5.86K
|
+250
|
New
|
|
|
43
|
Bessemer Group
Woodbridge,
New Jersey
|
$4K
|
-$1.99K
|
-85
|
-35%
|
|
|
44
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$4K
|
+$4.19K
|
+179
|
New
|
|
|
45
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$3K
|
-$928K
|
-39,621
|
-100%
|
|
|
46
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
47
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
|
48
|
Evergreen Capital Management
Bellevue,
Washington
|
–
|
-$1.46M
|
-58,295
|
Closed
|
|
|
49
|
Hightower 6M Holding
Wichita,
Kansas
|
–
|
-$385K
|
-15,333
|
Closed
|
|
|
50
|
MML Investors Services
Springfield,
Massachusetts
|
–
|
-$205K
|
-8,176
|
Closed
|
|
