|
51
|
Zhang Financial
Portage,
Michigan
|
$249K
|
+$241K
|
+5,646
|
New
|
|
|
52
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$234K
|
+$226K
|
+5,301
|
+100%
|
|
|
53
|
D.J. St. Germain
Springfield,
Massachusetts
|
$216K
|
–
|
–
|
–
|
|
|
54
|
Ameriprise
Minneapolis,
Minnesota
|
$216K
|
+$73.7K
|
+1,725
|
+54%
|
|
|
55
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$213K
|
-$641
|
-15
|
-0.3%
|
|
|
56
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$183K
|
-$17.9K
|
-420
|
-9%
|
|
|
57
|
Syntal Capital Partners
Midland,
Texas
|
$109K
|
-$29.7K
|
-696
|
-22%
|
|
|
58
|
First Horizon Advisors
Memphis,
Tennessee
|
$103K
|
-$1.15K
|
-27
|
-1%
|
|
|
59
|
MSI Financial Services
Springfield,
Massachusetts
|
$67K
|
-$96.6K
|
-2,262
|
-60%
|
|
|
60
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$62K
|
–
|
–
|
–
|
|
|
61
|
Partnervest Advisory Services
Santa Barbara,
California
|
$62K
|
+$60K
|
+1,404
|
New
|
|
|
62
|
First Financial Corp
Terre Haute,
Indiana
|
$58K
|
–
|
–
|
–
|
|
|
63
|
Reilly Financial Advisors
La Mesa,
California
|
$37K
|
–
|
–
|
–
|
|
|
64
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$27K
|
–
|
–
|
–
|
|
|
65
|
Kanaly Trust
Houston,
Texas
|
$26K
|
–
|
–
|
–
|
|
|
66
|
Barclays
London,
United Kingdom
|
$19K
|
–
|
–
|
–
|
|
|
67
|
WhitTier Trust Company
Reno,
Nevada
|
$12K
|
–
|
–
|
–
|
|
|
68
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$9K
|
+$8.97K
|
+210
|
New
|
|
|
69
|
New England Securities
New York
|
$5K
|
–
|
–
|
–
|
|
|
70
|
Delta Asset Management
Memphis,
Tennessee
|
$5K
|
+$5.13K
|
+120
|
New
|
|
|
71
|
Haberer Registered Investment Advisor
Cincinnati,
Ohio
|
$4K
|
–
|
–
|
–
|
|
|
72
|
Timber Hill
Greenwich,
Connecticut
|
–
|
-$5.4M
|
-128,169
|
Closed
|
|
|
73
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$3.14M
|
-75,324
|
Closed
|
|
|
74
|
Investment Centers of America
Bismarck,
North Dakota
|
–
|
-$682K
|
-18,012
|
Closed
|
|
|
75
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
–
|
-$743K
|
-17,658
|
Closed
|
|
