|
101
|
Next Financial Group
Houston,
Texas
|
$55K
|
+$58.7K
|
+1,010
|
New
|
|
|
102
|
Emerson Investment Management
Boston,
Massachusetts
|
$49K
|
+$52.3K
|
+900
|
New
|
|
|
103
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$46K
|
–
|
–
|
–
|
|
|
104
|
Evercore Wealth Management
New York
|
$33K
|
+$35.5K
|
+610
|
New
|
|
|
105
|
North Star Investment Management
Chicago,
Illinois
|
$28K
|
+$291
|
+5
|
+1%
|
|
|
106
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$23K
|
+$24.7K
|
+425
|
New
|
|
|
107
|
Canada Life
Winnipeg,
Manitoba, Canada
|
$17K
|
–
|
–
|
–
|
|
|
108
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$16K
|
+$17.4K
|
+300
|
New
|
|
|
109
|
1919 Investment Counsel
Baltimore,
Maryland
|
$14K
|
–
|
–
|
–
|
|
|
110
|
Private Trust Company
Cleveland,
Ohio
|
$12K
|
–
|
–
|
–
|
|
|
111
|
WFG Advisors
Dallas,
Texas
|
$11K
|
–
|
–
|
–
|
|
|
112
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$11K
|
+$12K
|
+207
|
New
|
|
|
113
|
Howe & Rusling
Rochester,
New York
|
$11K
|
+$12.1K
|
+208
|
New
|
|
|
114
|
QCI Asset Management
Pittsford,
New York
|
$10K
|
–
|
–
|
–
|
|
|
115
|
Wealthfront
Palo Alto,
California
|
$5K
|
+$4.88K
|
+84
|
New
|
|
|
116
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$4K
|
–
|
–
|
–
|
|
|
117
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$3K
|
–
|
–
|
–
|
|
|
118
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
119
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$2K
|
+$2.04K
|
+35
|
New
|
|
|
120
|
Parametric Portfolio Associates
Seattle,
Washington
|
–
|
-$1.54M
|
-26,486
|
Closed
|
|
|
121
|
HHG & Company
Darien,
Connecticut
|
–
|
-$1.36M
|
-23,507
|
Closed
|
|
|
122
|
|
–
|
-$544K
|
-9,379
|
Closed
|
|
|
123
|
Concert Wealth Management
San Jose,
California
|
–
|
-$370K
|
-6,821
|
Closed
|
|
|
124
|
Goelzer Investment Management
Carmel,
Indiana
|
–
|
-$212K
|
-3,650
|
Closed
|
|
|
125
|
Advisors Preferred
Rockville,
Maryland
|
–
|
-$180K
|
-3,100
|
Closed
|
|
