|
201
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$60K
|
–
|
–
|
–
|
|
|
202
|
Security National Trust
Wheeling,
West Virginia
|
$60K
|
+$59.5K
|
+2,000
|
New
|
|
|
203
|
Next Financial Group
Houston,
Texas
|
$56K
|
+$13.8K
|
+464
|
+33%
|
|
|
204
|
Anchor Investment Management
Columbia,
South Carolina
|
$54.1K
|
–
|
–
|
–
|
|
|
205
|
MSI Financial Services
Springfield,
Massachusetts
|
$45K
|
-$48.4K
|
-1,628
|
-52%
|
|
|
206
|
Penserra Capital Management
Orinda,
California
|
$45K
|
+$5.03K
|
+169
|
+12%
|
|
|
207
|
BNP Paribas Financial Markets
Paris,
France
|
$41.5K
|
+$2.23K
|
+75
|
+6%
|
|
|
208
|
Bruderman Asset Management
Locust Valley,
New York
|
$38K
|
+$863
|
+29
|
+2%
|
|
|
209
|
GAM Holding
Zurich,
Switzerland
|
$37K
|
+$9.73K
|
+327
|
+36%
|
|
|
210
|
Evercore Wealth Management
New York
|
$32K
|
–
|
–
|
–
|
|
|
211
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$30K
|
–
|
–
|
–
|
|
|
212
|
ClearBridge Investments
New York
|
$30K
|
–
|
–
|
–
|
|
|
213
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$28K
|
-$5.83K
|
-196
|
-17%
|
|
|
214
|
Geneos Wealth Management
Englewood,
Colorado
|
$22K
|
-$2.98K
|
-100
|
-12%
|
|
|
215
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$22K
|
+$20.5K
|
+690
|
New
|
|
|
216
|
WFG Advisors
Dallas,
Texas
|
$21K
|
–
|
–
|
–
|
|
|
217
|
Highlander Capital Management
Short Hills,
New Jersey
|
$15K
|
–
|
–
|
–
|
|
|
218
|
Ancora Advisors
Cleveland,
Ohio
|
$15K
|
+$14.9K
|
+500
|
New
|
|
|
219
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$14K
|
+$179
|
+6
|
+1%
|
|
|
220
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$13K
|
+$13.1K
|
+439
|
New
|
|
|
221
|
Global Retirement Partners
San Rafael,
California
|
$11K
|
+$10.7K
|
+358
|
New
|
|
|
222
|
|
$10K
|
–
|
–
|
–
|
|
|
223
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$10K
|
+$9.05K
|
+304
|
New
|
|
|
224
|
Edge Wealth Management
New York
|
$9K
|
–
|
–
|
–
|
|
|
225
|
Cutler Group
San Francisco,
California
|
$9K
|
+$8.93K
|
+300
|
New
|
|
