|
51
|
Mission Wealth Management
Santa Barbara,
California
|
$300K
|
+$305K
|
+5,500
|
New
|
|
|
52
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$291K
|
-$64.1K
|
-1,156
|
-18%
|
|
|
53
|
Windhaven Investment Management
Boston,
Massachusetts
|
$271K
|
-$163K
|
-2,942
|
-37%
|
|
|
54
|
MSI Financial Services
Springfield,
Massachusetts
|
$250K
|
-$832
|
-15
|
-0.3%
|
|
|
55
|
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
$242K
|
+$7.82K
|
+141
|
+3%
|
|
|
56
|
Perigon Wealth Management
San Francisco,
California
|
$237K
|
-$7.49K
|
-135
|
-3%
|
|
|
57
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$229K
|
–
|
–
|
–
|
|
|
58
|
Parkside Advisors
Berkeley,
California
|
$227K
|
–
|
–
|
–
|
|
|
59
|
Edmond de Rothschild (Europe)
Luxembourg
|
$220K
|
+$222K
|
+4,000
|
New
|
|
|
60
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$220K
|
+$222K
|
+4,000
|
New
|
|
|
61
|
Chevy Chase Trust
Bethesda,
Maryland
|
$218K
|
–
|
–
|
–
|
|
|
62
|
Investment Centers of America
Bismarck,
North Dakota
|
$202K
|
-$79.3K
|
-1,430
|
-28%
|
|
|
63
|
Cordasco Financial Network
Naples,
Florida
|
$198K
|
-$19.4K
|
-350
|
-9%
|
|
|
64
|
Evercore Wealth Management
New York
|
$192K
|
-$194K
|
-3,500
|
-50%
|
|
|
65
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$183K
|
-$60.6K
|
-1,092
|
-25%
|
|
|
66
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$135K
|
-$82.7K
|
-1,491
|
-38%
|
|
|
67
|
|
$130K
|
–
|
–
|
–
|
|
|
68
|
American International Group
New York
|
$123K
|
-$10.4K
|
-188
|
-8%
|
|
|
69
|
|
$90K
|
–
|
–
|
–
|
|
|
70
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$80K
|
–
|
–
|
–
|
|
|
71
|
Fusion Investment Group
Pittsburgh,
Pennsylvania
|
$75K
|
+$75.3K
|
+1,357
|
New
|
|
|
72
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$66K
|
-$776
|
-14
|
-1%
|
|
|
73
|
D.A. Davidson & Co
Great Falls,
Montana
|
$57K
|
–
|
–
|
–
|
|
|
74
|
SignatureFD
Atlanta,
Georgia
|
$41K
|
-$39.8K
|
-718
|
-49%
|
|
|
75
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$38K
|
-$154K
|
-2,775
|
-80%
|
|
