|
26
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$355K
|
-$20.1K
|
-1,982
|
-6%
|
|
|
27
|
Matisse Capital
Portland,
Oregon
|
$336K
|
–
|
–
|
–
|
|
|
28
|
Charles Schwab
San Francisco,
California
|
$332K
|
+$332K
|
+32,700
|
New
|
|
|
29
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$315K
|
–
|
–
|
–
|
|
|
30
|
LPL Financial
San Diego,
California
|
$296K
|
+$98K
|
+9,644
|
+49%
|
|
|
31
|
IEQ Capital
Foster City,
California
|
$210K
|
+$210K
|
+20,700
|
New
|
|
|
32
|
Joel Isaacson & Co
New York
|
$168K
|
+$1.21K
|
+119
|
+0.7%
|
|
|
33
|
Bank of New York Mellon
New York
|
$165K
|
+$11.6K
|
+1,139
|
+8%
|
|
|
34
|
Ameriprise
Minneapolis,
Minnesota
|
$164K
|
+$22K
|
+2,165
|
+16%
|
|
|
35
|
|
$146K
|
–
|
–
|
–
|
|
|
36
|
Raymond James & Associates
St Petersburg,
Florida
|
$142K
|
–
|
–
|
–
|
|
|
37
|
NewEdge Advisors
New Orleans,
Louisiana
|
$142K
|
–
|
–
|
–
|
|
|
38
|
Landscape Capital Management
Englewood,
New Jersey
|
$140K
|
-$139K
|
-13,691
|
-50%
|
|
|
39
|
Osaic Holdings
Scottsdale,
Arizona
|
$127K
|
-$6.04K
|
-595
|
-5%
|
|
|
40
|
Credit Suisse
Zurich,
Switzerland
|
$124K
|
–
|
–
|
–
|
|
|
41
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$117K
|
–
|
–
|
–
|
|
|
42
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$113K
|
-$335
|
-33
|
-0.3%
|
|
|
43
|
TIAA FSB
Jacksonville,
Florida
|
$108K
|
–
|
–
|
–
|
|
|
44
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$105K
|
–
|
–
|
–
|
|
|
45
|
Northeast Financial Consultants
Westport,
Connecticut
|
$102K
|
–
|
–
|
–
|
|
|
46
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$86K
|
+$47.7K
|
+4,700
|
+125%
|
|
|
47
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$56.8K
|
+$56.9K
|
+5,600
|
New
|
|
|
48
|
UMB Bank
Kansas City,
Missouri
|
$24.5K
|
–
|
–
|
–
|
|
|
49
|
|
$18K
|
+$18.4K
|
+1,807
|
New
|
|
|
50
|
Belpointe Asset Management
Reno,
Nevada
|
$14.2K
|
–
|
–
|
–
|
|
