|
101
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$740K
|
–
|
–
|
–
|
|
|
102
|
Northeast Financial Consultants
Westport,
Connecticut
|
$735K
|
–
|
–
|
–
|
|
|
103
|
Osaic Holdings
Scottsdale,
Arizona
|
$721K
|
+$825K
|
+12,033
|
New
|
|
|
104
|
Veritable
Wilmington,
Delaware
|
$697K
|
+$283K
|
+4,125
|
+55%
|
|
|
105
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$659K
|
-$710K
|
-10,350
|
-48%
|
|
|
106
|
Ameriprise
Minneapolis,
Minnesota
|
$647K
|
+$269K
|
+3,924
|
+57%
|
|
|
107
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$639K
|
-$89K
|
-1,297
|
-11%
|
|
|
108
|
L.J. Altfest & Co
New York
|
$615K
|
-$306K
|
-4,454
|
-30%
|
|
|
109
|
Eaton Vance Management
Boston,
Massachusetts
|
$615K
|
–
|
–
|
–
|
|
|
110
|
Vivaldi Capital Management
Chicago,
Illinois
|
$608K
|
-$715K
|
-10,425
|
-51%
|
|
|
111
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$597K
|
–
|
–
|
–
|
|
|
112
|
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
|
$582K
|
–
|
–
|
–
|
|
|
113
|
Moody National Bank Trust Division
Galveston,
Texas
|
$532K
|
-$593K
|
-8,647
|
-49%
|
|
|
114
|
Chatham Capital Group
Savannah,
Georgia
|
$495K
|
-$122K
|
-1,775
|
-18%
|
|
|
115
|
Transcend Capital Advisors
Madison,
New Jersey
|
$490K
|
+$563K
|
+8,213
|
New
|
|
|
116
|
Northern Trust
Chicago,
Illinois
|
$488K
|
+$61K
|
+889
|
+12%
|
|
|
117
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$460K
|
-$126K
|
-1,831
|
-19%
|
|
|
118
|
Goelzer Investment Management
Carmel,
Indiana
|
$452K
|
–
|
–
|
–
|
|
|
119
|
TrinityPoint Wealth
Milford,
Connecticut
|
$450K
|
+$517K
|
+7,533
|
New
|
|
|
120
|
Stephens Inc
Little Rock,
Arkansas
|
$436K
|
+$501K
|
+7,308
|
New
|
|
|
121
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
$424K
|
–
|
–
|
–
|
|
|
122
|
swisspartners Advisors
Zurich,
Switzerland
|
$409K
|
+$82.3K
|
+1,200
|
+21%
|
|
|
123
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$370K
|
+$101K
|
+1,469
|
+31%
|
|
|
124
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$355K
|
–
|
–
|
–
|
|
|
125
|
Callan Capital
La Jolla,
California
|
$351K
|
–
|
–
|
–
|
|
