|
51
|
Community Bank
Dewitt,
New York
|
$147K
|
-$25.8K
|
-1,200
|
-15%
|
|
|
52
|
Barrett Asset Management
New York
|
$125K
|
–
|
–
|
–
|
|
|
53
|
Stancorp Investment Advisers
Portland,
Oregon
|
$102K
|
+$101K
|
+4,701
|
New
|
|
|
54
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$99K
|
-$6.45K
|
-300
|
-6%
|
|
|
55
|
US Bancorp
Minneapolis,
Minnesota
|
$85K
|
–
|
–
|
–
|
|
|
56
|
|
$66K
|
+$6.07K
|
+282
|
+10%
|
|
|
57
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$52K
|
+$667
|
+31
|
+1%
|
|
|
58
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$50K
|
+$49.5K
|
+2,300
|
New
|
|
|
59
|
Searle & Co
Greenwich,
Connecticut
|
$41K
|
–
|
–
|
–
|
|
|
60
|
Creative Planning
Overland Park,
Kansas
|
$39K
|
+$2.99K
|
+139
|
+8%
|
|
|
61
|
Sandy Spring Bank
Olney,
Maryland
|
$35K
|
+$34.6K
|
+1,609
|
New
|
|
|
62
|
Hudock Inc
Williamsport,
Pennsylvania
|
$33K
|
–
|
–
|
–
|
|
|
63
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$32K
|
–
|
–
|
–
|
|
|
64
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$32K
|
–
|
–
|
–
|
|
|
65
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$31K
|
–
|
–
|
–
|
|
|
66
|
Oakworth Capital
Birmingham,
Alabama
|
$27K
|
–
|
–
|
–
|
|
|
67
|
MSI Financial Services
Springfield,
Massachusetts
|
$12K
|
+$323
|
+15
|
+3%
|
|
|
68
|
Mariner Wealth Advisors (NYC)
Overland Park,
Kansas
|
$12K
|
+$12.3K
|
+570
|
New
|
|
|
69
|
First Personal Financial Services
Charlotte,
North Carolina
|
$5K
|
–
|
–
|
–
|
|
|
70
|
South Georgia Capital
Naperville,
Illinois
|
$4K
|
–
|
–
|
–
|
|
|
71
|
WealthPLAN Partners
Omaha,
Nebraska
|
$4K
|
+$4.3K
|
+200
|
New
|
|
|
72
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
73
|
|
–
|
-$881K
|
-41,136
|
Closed
|
|
|
74
|
Bank of New York Mellon
New York
|
–
|
-$277K
|
-12,958
|
Closed
|
|
|
75
|
Panagora Asset Management
Boston,
Massachusetts
|
–
|
-$52K
|
-2,441
|
Closed
|
|
