|
26
|
Wealthspire Advisors (New York)
New York
|
$388K
|
–
|
–
|
–
|
|
|
27
|
Bank of America
Charlotte,
North Carolina
|
$337K
|
-$5.02K
|
-60
|
-1%
|
|
|
28
|
Rathbones Group
Liverpool,
United Kingdom
|
$337K
|
–
|
–
|
–
|
|
|
29
|
GAMCO Investors
Greenwich,
Connecticut
|
$329K
|
-$234K
|
-2,800
|
-38%
|
|
|
30
|
Tower Bridge Advisors
Conshohocken,
Pennsylvania
|
$293K
|
–
|
–
|
–
|
|
|
31
|
CIBC World Markets
New York
|
$271K
|
+$318K
|
+3,801
|
New
|
|
|
32
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$253K
|
-$258K
|
-3,090
|
-47%
|
|
|
33
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$245K
|
+$280K
|
+3,346
|
New
|
|
|
34
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$241K
|
-$43.6K
|
-522
|
-14%
|
|
|
35
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$229K
|
–
|
–
|
–
|
|
|
36
|
Chevy Chase Trust
Bethesda,
Maryland
|
$220K
|
–
|
–
|
–
|
|
|
37
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$218K
|
-$1.42K
|
-17
|
-0.6%
|
|
|
38
|
D.A. Davidson & Co
Great Falls,
Montana
|
$208K
|
–
|
–
|
–
|
|
|
39
|
UBS Group
Zurich,
Switzerland
|
$205K
|
+$16.1K
|
+193
|
+7%
|
|
|
40
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$145K
|
–
|
–
|
–
|
|
|
41
|
William Blair & Company
Chicago,
Illinois
|
$142K
|
+$752
|
+9
|
+0.5%
|
|
|
42
|
Wells Fargo
San Francisco,
California
|
$123K
|
-$251K
|
-3,000
|
-64%
|
|
|
43
|
Whittier Trust
South Pasadena,
California
|
$29K
|
–
|
–
|
–
|
|
|
44
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$23K
|
–
|
–
|
–
|
|
|
45
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$18.3K
|
–
|
–
|
–
|
|
|
46
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$12K
|
–
|
–
|
–
|
|
|
47
|
Tower Research Capital (TRC)
New York
|
$9K
|
-$20.2K
|
-242
|
-68%
|
|
|
48
|
Osaic Holdings
Scottsdale,
Arizona
|
$6K
|
–
|
–
|
–
|
|
|
49
|
Loudon Investment Management
West Lebanon,
New Hampshire
|
–
|
-$429K
|
-5,155
|
Closed
|
|
|
50
|
Freestone Capital Holdings
Seattle,
Washington
|
–
|
-$246K
|
-2,968
|
Closed
|
|
