|
26
|
Waverly Advisors
Birmingham,
Alabama
|
$250K
|
-$15.6K
|
-580
|
-6%
|
|
|
27
|
Bank of America
Charlotte,
North Carolina
|
$166K
|
+$102K
|
+3,786
|
+151%
|
|
|
28
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$148K
|
-$14K
|
-520
|
-8%
|
|
|
29
|
|
$143K
|
+$145K
|
+5,408
|
New
|
|
|
30
|
Envestnet Asset Management
Chicago,
Illinois
|
$92K
|
+$23.8K
|
+886
|
+34%
|
|
|
31
|
|
$82K
|
-$48.8K
|
-1,816
|
-37%
|
|
|
32
|
|
$82K
|
+$83.1K
|
+3,096
|
New
|
|
|
33
|
Perkins Coie Trust Company
Seattle,
Washington
|
$53K
|
+$53.7K
|
+2,000
|
New
|
|
|
34
|
|
$34K
|
+$34.3K
|
+1,276
|
New
|
|
|
35
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$26K
|
–
|
–
|
–
|
|
|
36
|
WFG Advisors
Dallas,
Texas
|
$25K
|
+$25.2K
|
+940
|
New
|
|
|
37
|
Ameriprise
Minneapolis,
Minnesota
|
$21K
|
-$18.5K
|
-688
|
-46%
|
|
|
38
|
Apriem Advisors
Irvine,
California
|
$12K
|
-$11.2K
|
-418
|
-49%
|
|
|
39
|
Tower Research Capital (TRC)
New York
|
$10K
|
+$10.4K
|
+386
|
New
|
|
|
40
|
Wells Fargo
San Francisco,
California
|
$8K
|
-$167K
|
-6,202
|
-95%
|
|
|
41
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$1K
|
+$644
|
+24
|
New
|
|
|
42
|
Founders Bank & Trust
Grand Rapids,
Michigan
|
$1K
|
+$1.45K
|
+54
|
New
|
|
|
43
|
BlackRock Institutional Trust
San Francisco,
California
|
–
|
-$484K
|
-17,898
|
Closed
|
|
|
44
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$225K
|
-8,322
|
Closed
|
|
|
45
|
Stevens First Principles Investment Advisors
Newport Beach,
California
|
–
|
-$73K
|
-2,700
|
Closed
|
|
|
46
|
D.A. Davidson & Co
Great Falls,
Montana
|
–
|
-$18K
|
-700
|
Closed
|
|
|
47
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
–
|
-$14K
|
-510
|
Closed
|
|
|
48
|
SignatureFD
Atlanta,
Georgia
|
–
|
-$4K
|
-132
|
Closed
|
|
