|
51
|
Whittier Trust
South Pasadena,
California
|
$178K
|
–
|
–
|
–
|
|
|
52
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$177K
|
-$11.7K
|
-160
|
-6%
|
|
|
53
|
CoreCap Advisors
Southfield,
Michigan
|
$167K
|
-$1.09K
|
-15
|
-0.7%
|
|
|
54
|
UBS Group
Zurich,
Switzerland
|
$151K
|
+$82.5K
|
+1,131
|
+127%
|
|
|
55
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$114K
|
–
|
–
|
–
|
|
|
56
|
Allworth Financial
Folsom,
California
|
$83.8K
|
–
|
–
|
–
|
|
|
57
|
Kings Path Partners
Sugar Land,
Texas
|
$82.2K
|
-$1.02K
|
-14
|
-1%
|
|
|
58
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$66K
|
+$73
|
+1
|
+0.1%
|
|
|
59
|
Fidelity Investments
Boston,
Massachusetts
|
$50.2K
|
–
|
–
|
–
|
|
|
60
|
Marquette Associates
Chicago,
Illinois
|
$35.5K
|
-$1.02K
|
-14
|
-3%
|
|
|
61
|
Harbour Investments
Madison,
Wisconsin
|
$28.2K
|
-$3.5K
|
-48
|
-11%
|
|
|
62
|
Curio Wealth
Annapolis,
Maryland
|
$28.2K
|
-$29.8K
|
-408
|
-100%
|
|
|
63
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$19.3K
|
+$9.27K
|
+127
|
+100%
|
|
|
64
|
Larson Financial Group
St Louis,
Missouri
|
$16.3K
|
–
|
–
|
–
|
|
|
65
|
ORG Partners
Roanoke,
Indiana
|
$14K
|
-$1.97K
|
-27
|
-13%
|
|
|
66
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$7.71K
|
–
|
–
|
–
|
|
|
67
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$6.58K
|
–
|
–
|
–
|
|
|
68
|
Steward Partners Investment Advisory
New York
|
$5.99K
|
+$5.84K
|
+80
|
New
|
|
|
69
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$1.01K
|
+$1.02K
|
+14
|
New
|
|
|
70
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$524
|
–
|
–
|
–
|
|
|
71
|
Wells Fargo
San Francisco,
California
|
$22
|
–
|
–
|
–
|
|
|
72
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.26M
|
-18,272
|
Closed
|
|
|
73
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
–
|
-$310K
|
-4,506
|
Closed
|
|
|
74
|
Axxcess Wealth Management
Carlsbad,
California
|
–
|
-$235K
|
-3,411
|
Closed
|
|
|
75
|
Colonial River Investments
Midlothian,
Virginia
|
–
|
-$235K
|
-3,411
|
Closed
|
|
