|
26
|
Bank of New York Mellon
New York
|
$266K
|
–
|
–
|
–
|
|
|
27
|
Klingenstein Fields & Co
New York
|
$255K
|
–
|
–
|
–
|
|
|
28
|
Wells Fargo
San Francisco,
California
|
$234K
|
-$10.1K
|
-200
|
-4%
|
|
|
29
|
Osborne Partners Capital Management
San Francisco,
California
|
$223K
|
-$10.1K
|
-200
|
-5%
|
|
|
30
|
Country Club Trust
Kansas City,
Missouri
|
$201K
|
+$192K
|
+3,783
|
New
|
|
|
31
|
|
$164K
|
-$12.7K
|
-250
|
-8%
|
|
|
32
|
Tradewinds Capital Management
Bellingham,
Washington
|
$127K
|
+$122K
|
+2,400
|
New
|
|
|
33
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$110K
|
–
|
–
|
–
|
|
|
34
|
MSI Financial Services
Springfield,
Massachusetts
|
$72K
|
+$15.7K
|
+310
|
+30%
|
|
|
35
|
D.A. Davidson & Co
Great Falls,
Montana
|
$70K
|
–
|
–
|
–
|
|
|
36
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$53K
|
–
|
–
|
–
|
|
|
37
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$41K
|
-$39.5K
|
-780
|
-50%
|
|
|
38
|
Advisory Services Network
Atlanta,
Georgia
|
$40K
|
+$38K
|
+750
|
New
|
|
|
39
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$39K
|
–
|
–
|
–
|
|
|
40
|
New England Securities
New York
|
$28K
|
+$26.5K
|
+523
|
New
|
|
|
41
|
Highlander Capital Management
Short Hills,
New Jersey
|
$26.6K
|
–
|
–
|
–
|
|
|
42
|
|
$23K
|
+$8.96K
|
+177
|
+69%
|
|
|
43
|
EFG Asset Management (Americas)
Miami,
Florida
|
$19.6K
|
+$18.7K
|
+370
|
New
|
|
|
44
|
Formidable Asset Management
Cincinnati,
Ohio
|
$11K
|
–
|
–
|
–
|
|
|
45
|
Ameriprise
Minneapolis,
Minnesota
|
$5K
|
–
|
–
|
–
|
|
|
46
|
WFG Advisors
Dallas,
Texas
|
$5K
|
+$5.06K
|
+100
|
New
|
|
|
47
|
Howe & Rusling
Rochester,
New York
|
$4K
|
-$568K
|
-11,220
|
-99%
|
|
|
48
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$3K
|
+$2.73K
|
+54
|
New
|
|
|
49
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$899K
|
-18,793
|
Closed
|
|
|
50
|
Altavista Wealth Management
Asheville,
North Carolina
|
–
|
-$201K
|
-4,200
|
Closed
|
|
