|
26
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$276K
|
-$441K
|
-9,230
|
-56%
|
|
|
27
|
Evolution Wealth Advisors
Aventura,
Florida
|
$276K
|
–
|
–
|
–
|
|
|
28
|
UBS Group
Zurich,
Switzerland
|
$255K
|
-$1.25M
|
-26,239
|
-80%
|
|
|
29
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$255K
|
+$320K
|
+6,698
|
New
|
|
|
30
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$231K
|
–
|
–
|
–
|
|
|
31
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$219K
|
-$1.46M
|
-30,565
|
-84%
|
|
|
32
|
|
$217K
|
+$45.6K
|
+955
|
+20%
|
|
|
33
|
Northern Trust
Chicago,
Illinois
|
$215K
|
+$270K
|
+5,656
|
New
|
|
|
34
|
Wells Fargo
San Francisco,
California
|
$199K
|
+$114K
|
+2,390
|
+84%
|
|
|
35
|
M&T Bank
Buffalo,
New York
|
$191K
|
+$240K
|
+5,020
|
New
|
|
|
36
|
SignatureFD
Atlanta,
Georgia
|
$169K
|
-$3.39K
|
-71
|
-2%
|
|
|
37
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$157K
|
-$5.45K
|
-114
|
-3%
|
|
|
38
|
Huntington National Bank
Columbus,
Ohio
|
$93K
|
–
|
–
|
–
|
|
|
39
|
Osaic Holdings
Scottsdale,
Arizona
|
$71K
|
+$88.6K
|
+1,855
|
New
|
|
|
40
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$61K
|
+$76.6K
|
+1,604
|
New
|
|
|
41
|
Capital Bank & Trust
Irvine,
California
|
$40K
|
–
|
–
|
–
|
|
|
42
|
Valeo Financial Advisors
Carmel,
Indiana
|
$38K
|
–
|
–
|
–
|
|
|
43
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$26K
|
-$9.89K
|
-207
|
-23%
|
|
|
44
|
Fidelity Investments
Boston,
Massachusetts
|
$22K
|
+$1.2K
|
+25
|
+4%
|
|
|
45
|
Squar Milner Financial Services
Irvine,
California
|
$16K
|
+$10.8K
|
+226
|
+105%
|
|
|
46
|
|
$13K
|
+$10.2K
|
+214
|
+166%
|
|
|
47
|
Kore Private Wealth
New York
|
$10K
|
+$12.8K
|
+268
|
New
|
|
|
48
|
Rockefeller Capital Management
New York
|
$9K
|
+$6.88K
|
+144
|
+153%
|
|
|
49
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6K
|
-$35.1K
|
-735
|
-82%
|
|
|
50
|
|
$5K
|
+$143
|
+3
|
+2%
|
|
