|
51
|
Evercore Wealth Management
New York
|
$14K
|
–
|
–
|
–
|
|
|
52
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$13K
|
–
|
–
|
–
|
|
|
53
|
|
$13K
|
+$1.27K
|
+66
|
+11%
|
|
|
54
|
Envestnet Asset Management
Chicago,
Illinois
|
$12K
|
-$14.1K
|
-728
|
-55%
|
|
|
55
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$12K
|
+$12.4K
|
+640
|
New
|
|
|
56
|
Next Financial Group
Houston,
Texas
|
$11K
|
+$4.91K
|
+254
|
+79%
|
|
|
57
|
Advisor Group
Phoenix,
Arizona
|
$6K
|
-$1.2K
|
-62
|
-16%
|
|
|
58
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$5K
|
–
|
–
|
–
|
|
|
59
|
Wealthcare Capital Management
Richmond,
Virginia
|
$5K
|
+$19
|
+1
|
+0.4%
|
|
|
60
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$4.24K
|
-$17K
|
-880
|
-80%
|
|
|
61
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$4K
|
–
|
–
|
–
|
|
|
62
|
Cribstone Capital Management
Augusta,
Maine
|
$4K
|
–
|
–
|
–
|
|
|
63
|
|
$4K
|
–
|
–
|
–
|
|
|
64
|
IFP Advisors
Tampa,
Florida
|
$4K
|
+$19
|
+1
|
+0.5%
|
|
|
65
|
Allworth Financial
Folsom,
California
|
$3K
|
–
|
–
|
–
|
|
|
66
|
Concert Wealth Management
San Jose,
California
|
$3K
|
+$2.98K
|
+154
|
New
|
|
|
67
|
Creative Planning
Overland Park,
Kansas
|
$2K
|
-$8.44K
|
-437
|
-78%
|
|
|
68
|
Apriem Advisors
Irvine,
California
|
$2K
|
–
|
–
|
–
|
|
|
69
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$2K
|
–
|
–
|
–
|
|
|
70
|
Bessemer Group
Woodbridge,
New Jersey
|
$2K
|
–
|
–
|
–
|
|
|
71
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$2K
|
–
|
–
|
–
|
|
|
72
|
Tradewinds Capital Management
Bellingham,
Washington
|
$2K
|
–
|
–
|
–
|
|
|
73
|
Lebenthal Asset Management
New York
|
$2K
|
+$1.74K
|
+90
|
New
|
|
|
74
|
American Research & Management Company
Marion,
Massachusetts
|
$1K
|
-$676
|
-35
|
Closed
|
|
|
75
|
Clean Yield Group
Norwich,
Vermont
|
$1K
|
–
|
–
|
–
|
|
