|
26
|
Mercer Capital Advisers
Little Silver,
New Jersey
|
$223K
|
+$221K
|
+9,000
|
New
|
|
|
27
|
WFG Advisors
Dallas,
Texas
|
$149K
|
–
|
–
|
–
|
|
|
28
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$148K
|
–
|
–
|
–
|
|
|
29
|
US Bancorp
Minneapolis,
Minnesota
|
$119K
|
–
|
–
|
–
|
|
|
30
|
|
$75K
|
+$27.9K
|
+1,136
|
+60%
|
|
|
31
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$62K
|
–
|
–
|
–
|
|
|
32
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$58K
|
–
|
–
|
–
|
|
|
33
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$39K
|
–
|
–
|
–
|
|
|
34
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$37K
|
+$36.8K
|
+1,500
|
New
|
|
|
35
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$34K
|
-$1.13K
|
-46
|
-3%
|
|
|
36
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$30K
|
–
|
–
|
–
|
|
|
37
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$26K
|
+$418
|
+17
|
+2%
|
|
|
38
|
Creative Planning
Overland Park,
Kansas
|
$16K
|
+$15.4K
|
+628
|
New
|
|
|
39
|
Whitnell & Co
Oak Brook,
Illinois
|
$10K
|
–
|
–
|
–
|
|
|
40
|
SEI Investments
Oaks,
Pennsylvania
|
$10K
|
+$8.47K
|
+345
|
New
|
|
|
41
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$10K
|
+$9.83K
|
+400
|
New
|
|
|
42
|
MSI Financial Services
Springfield,
Massachusetts
|
$7K
|
–
|
–
|
–
|
|
|
43
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$3K
|
+$2.85K
|
+116
|
New
|
|
|
44
|
Investors Trust
Dallas,
Texas
|
–
|
-$287K
|
-11,708
|
Closed
|
|
|
45
|
BHF Kleinwort Benson Group
Brussels,
Belgium
|
–
|
-$147K
|
-6,000
|
Closed
|
|
|
46
|
Ameriprise
Minneapolis,
Minnesota
|
–
|
-$98K
|
-4,009
|
Closed
|
|
|
47
|
Sandy Spring Bank
Olney,
Maryland
|
–
|
-$13K
|
-532
|
Closed
|
|
