|
26
|
Envestnet Asset Management
Chicago,
Illinois
|
$223K
|
+$41K
|
+2,832
|
+25%
|
|
|
27
|
First Foundation Advisors
Irvine,
California
|
$221K
|
–
|
–
|
–
|
|
|
28
|
MSI Financial Services
Springfield,
Massachusetts
|
$206K
|
+$2.1K
|
+145
|
+1%
|
|
|
29
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$158K
|
+$145K
|
+10,000
|
New
|
|
|
30
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$119K
|
+$109K
|
+7,500
|
New
|
|
|
31
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$106K
|
–
|
–
|
–
|
|
|
32
|
Advisor Group
Phoenix,
Arizona
|
$72K
|
+$62.2K
|
+4,300
|
+1,706%
|
|
|
33
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$40K
|
+$8.68K
|
+600
|
+30%
|
|
|
34
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$11.5K
|
–
|
–
|
–
|
|
|
35
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$11K
|
–
|
–
|
–
|
|
|
36
|
Creative Planning
Overland Park,
Kansas
|
$8K
|
–
|
–
|
–
|
|
|
37
|
Winch Advisory Services
Appleton,
Wisconsin
|
$7K
|
+$6.14K
|
+424
|
New
|
|
|
38
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2K
|
+$1.59K
|
+110
|
New
|
|
|
39
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$1K
|
–
|
–
|
–
|
|
|
40
|
Lebenthal Asset Management
New York
|
–
|
-$359K
|
-25,000
|
Closed
|
|
|
41
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
–
|
-$141K
|
-9,855
|
Closed
|
|
|
42
|
D.A. Davidson & Co
Great Falls,
Montana
|
–
|
-$57K
|
-4,000
|
Closed
|
|
|
43
|
IFP Advisors
Tampa,
Florida
|
–
|
-$9K
|
-600
|
Closed
|
|
