|
51
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$116K
|
–
|
–
|
–
|
|
|
52
|
MSI Financial Services
Springfield,
Massachusetts
|
$101K
|
+$441
|
+34
|
+0.4%
|
|
|
53
|
US Bancorp
Minneapolis,
Minnesota
|
$88K
|
–
|
–
|
–
|
|
|
54
|
M&T Bank
Buffalo,
New York
|
$76K
|
–
|
–
|
–
|
|
|
55
|
Creative Planning
Overland Park,
Kansas
|
$70K
|
-$40.7K
|
-3,142
|
-37%
|
|
|
56
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$66K
|
+$4.28K
|
+330
|
+7%
|
|
|
57
|
Evercore Wealth Management
New York
|
$47K
|
–
|
–
|
–
|
|
|
58
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$28.7K
|
+$28.5K
|
+2,200
|
New
|
|
|
59
|
|
$26K
|
+$19.5K
|
+1,500
|
+295%
|
|
|
60
|
Waverly Advisors
Birmingham,
Alabama
|
$21K
|
–
|
–
|
–
|
|
|
61
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$21K
|
+$20.5K
|
+1,579
|
New
|
|
|
62
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$20K
|
+$207
|
+16
|
+1%
|
|
|
63
|
Kings Point Capital Management
Great Neck,
New York
|
$15K
|
–
|
–
|
–
|
|
|
64
|
People's United Financial
Bridgeport,
Connecticut
|
$13K
|
–
|
–
|
–
|
|
|
65
|
D'Orazio & Associates
Falls Church,
Virginia
|
$9K
|
–
|
–
|
–
|
|
|
66
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$8K
|
-$19.4K
|
-1,494
|
-71%
|
|
|
67
|
Gemmer Asset Management
Walnut Creek,
California
|
$8K
|
–
|
–
|
–
|
|
|
68
|
Lehman Financial Resources
Media,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
69
|
First Financial Corp
Terre Haute,
Indiana
|
$3K
|
–
|
–
|
–
|
|
|
70
|
WFG Advisors
Dallas,
Texas
|
$1K
|
–
|
–
|
–
|
|
|
71
|
Sit Investment Associates
Minneapolis,
Minnesota
|
–
|
-$7.05M
|
-551,088
|
Closed
|
|
|
72
|
Anchor Capital Advisors
Boston,
Massachusetts
|
–
|
-$563K
|
-43,950
|
Closed
|
|
|
73
|
1919 Investment Counsel
Baltimore,
Maryland
|
–
|
-$39K
|
-3,042
|
Closed
|
|
|
74
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
–
|
-$13K
|
-1,000
|
-98%
|
|
|
75
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
–
|
-$8K
|
-624
|
Closed
|
|
