|
51
|
Sandy Spring Bank
Olney,
Maryland
|
$165K
|
–
|
–
|
–
|
|
|
52
|
Whittier Trust
South Pasadena,
California
|
$143K
|
–
|
–
|
–
|
|
|
53
|
People's United Financial
Bridgeport,
Connecticut
|
$73K
|
–
|
–
|
–
|
|
|
54
|
Advisory Services Network
Atlanta,
Georgia
|
$51K
|
–
|
–
|
–
|
|
|
55
|
D.A. Davidson & Co
Great Falls,
Montana
|
$47K
|
–
|
–
|
–
|
|
|
56
|
US Bancorp
Minneapolis,
Minnesota
|
$43K
|
–
|
–
|
–
|
|
|
57
|
Shamrock Asset Management
Dallas,
Texas
|
$41K
|
–
|
–
|
–
|
|
|
58
|
Bessemer Group
Woodbridge,
New Jersey
|
$38K
|
–
|
–
|
–
|
|
|
59
|
Canada Life
Winnipeg,
Manitoba, Canada
|
$35K
|
–
|
–
|
–
|
|
|
60
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$33K
|
–
|
–
|
–
|
|
|
61
|
Creative Planning
Overland Park,
Kansas
|
$32K
|
-$17.4K
|
-730
|
-35%
|
|
|
62
|
Gemmer Asset Management
Walnut Creek,
California
|
$28K
|
–
|
–
|
–
|
|
|
63
|
Parsons Capital Management
Providence,
Rhode Island
|
$26K
|
+$26.2K
|
+1,100
|
New
|
|
|
64
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$24K
|
–
|
–
|
–
|
|
|
65
|
Catalyst Capital Advisors
Huntington,
New York
|
$24K
|
+$23.8K
|
+1,000
|
New
|
|
|
66
|
Gradient Investments
Arden Hills,
Minnesota
|
$23K
|
+$23.4K
|
+985
|
New
|
|
|
67
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$21K
|
+$21.4K
|
+899
|
New
|
|
|
68
|
Klingman & Associates
New York
|
$15K
|
–
|
–
|
–
|
|
|
69
|
Cordasco Financial Network
Naples,
Florida
|
$14K
|
+$14.3K
|
+600
|
New
|
|
|
70
|
Next Financial Group
Houston,
Texas
|
$11K
|
–
|
–
|
–
|
|
|
71
|
Intersect Capital
San Ramon,
California
|
$10K
|
–
|
–
|
–
|
|
|
72
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$10K
|
+$10.6K
|
+444
|
New
|
|
|
73
|
Gupta Wealth Management
San Diego,
California
|
$9K
|
+$9.04K
|
+380
|
New
|
|
|
74
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5K
|
+$5.35K
|
+225
|
New
|
|
|
75
|
Regal Investment Advisors
Kentwood,
Michigan
|
$4K
|
-$11.4K
|
-480
|
-75%
|
|
