|
51
|
Placemark Investments
Chicago,
Illinois
|
$254K
|
+$23.7K
|
+969
|
+10%
|
|
|
52
|
ProVise Management Group
Clearwater,
Florida
|
$247K
|
+$245K
|
+10,000
|
New
|
|
|
53
|
Cerity Partners OCIO
New York
|
$242K
|
-$6.09K
|
-249
|
-2%
|
|
|
54
|
Cetera Advisors
Denver,
Colorado
|
$220K
|
–
|
–
|
–
|
|
|
55
|
KMS Financial Services
Seattle,
Washington
|
$209K
|
+$208K
|
+8,492
|
New
|
|
|
56
|
City National Bank
Beverly Hills,
Delaware
|
$208K
|
+$206K
|
+8,443
|
New
|
|
|
57
|
Boston Advisors
Boston,
Massachusetts
|
$203K
|
+$201K
|
+8,235
|
New
|
|
|
58
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$201K
|
+$199K
|
+8,150
|
New
|
|
|
59
|
Country Trust Bank
Bloomington,
Illinois
|
$197K
|
+$195K
|
+7,986
|
New
|
|
|
60
|
New England Securities
New York
|
$172K
|
+$34.3K
|
+1,401
|
+25%
|
|
|
61
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$137K
|
-$36.2K
|
-1,479
|
-21%
|
|
|
62
|
ClearBridge Investments
New York
|
$129K
|
-$29.5K
|
-1,205
|
-19%
|
|
|
63
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$55K
|
–
|
–
|
–
|
|
|
64
|
Madden Advisory Services
Jacksonville,
Florida
|
$44K
|
–
|
–
|
–
|
|
|
65
|
US Bancorp
Minneapolis,
Minnesota
|
$37K
|
-$15.9K
|
-650
|
-30%
|
|
|
66
|
Creative Planning
Overland Park,
Kansas
|
$37K
|
–
|
–
|
–
|
|
|
67
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$31K
|
+$26.8K
|
+1,097
|
+630%
|
|
|
68
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$20K
|
-$15.1K
|
-618
|
-44%
|
|
|
69
|
Formidable Asset Management
Cincinnati,
Ohio
|
$19K
|
–
|
–
|
–
|
|
|
70
|
Northern Trust
Chicago,
Illinois
|
$12K
|
+$92.8K
|
+3,796
|
+9%
|
|
|
71
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$5K
|
+$4.89K
|
+200
|
New
|
|
|
72
|
BlackRock Institutional Trust
San Francisco,
California
|
$2K
|
+$2.32K
|
+95
|
New
|
|
|
73
|
First Business Financial Services
Madison,
Wisconsin
|
–
|
-$447K
|
-18,517
|
Closed
|
|
|
74
|
Yellowstone Partners
Idaho Falls,
Idaho
|
–
|
-$338K
|
-14,005
|
Closed
|
|
|
75
|
Bares Capital Management
Austin,
Texas
|
–
|
-$209K
|
-8,668
|
Closed
|
|
