|
26
|
UBS Group
Zurich,
Switzerland
|
$5.13M
|
+$852K
|
+27,904
|
+20%
|
|
|
27
|
Klingenstein Fields & Co
New York
|
$4.81M
|
+$2.69M
|
+88,153
|
+134%
|
|
|
28
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$3.33M
|
-$993K
|
-32,500
|
-23%
|
|
|
29
|
Fiduciary Alliance
Greenville,
South Carolina
|
$3.24M
|
+$261K
|
+8,560
|
+9%
|
|
|
30
|
Stifel Financial
St. Louis,
Missouri
|
$3.03M
|
+$1.7M
|
+55,533
|
+135%
|
|
|
31
|
|
$2.88M
|
+$2.49M
|
+81,552
|
+779%
|
|
|
32
|
Advisor OS
Chicago,
Illinois
|
$2.69M
|
-$29.7K
|
-971
|
-1%
|
|
|
33
|
Raymond James Financial
St Petersburg,
Florida
|
$2.51M
|
+$537K
|
+17,590
|
+28%
|
|
|
34
|
Northern Trust
Chicago,
Illinois
|
$2.17M
|
–
|
–
|
–
|
|
|
35
|
Morse Asset Management
Darien,
Connecticut
|
$2.13M
|
+$970K
|
+31,745
|
+87%
|
|
|
36
|
Lazard Asset Management
New York
|
$1.6M
|
+$7.64M
|
+250,141
|
+46%
|
|
|
37
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.42M
|
+$1.38M
|
+45,300
|
New
|
|
|
38
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.14M
|
+$339K
|
+11,108
|
+44%
|
|
|
39
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.07M
|
+$1.04M
|
+34,148
|
New
|
|
|
40
|
Old Mission Capital
Chicago,
Illinois
|
$854K
|
+$835K
|
+27,327
|
New
|
|
|
41
|
|
$584K
|
+$571K
|
+18,681
|
New
|
|
|
42
|
Neuberger Berman Group
New York
|
$583K
|
–
|
–
|
–
|
|
|
43
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$452K
|
–
|
–
|
–
|
|
|
44
|
HB Wealth Management
Atlanta,
Georgia
|
$383K
|
+$374K
|
+12,250
|
New
|
|
|
45
|
LPL Financial
San Diego,
California
|
$292K
|
–
|
–
|
–
|
|
|
46
|
Bank of America
Charlotte,
North Carolina
|
$236K
|
-$157K
|
-5,150
|
-41%
|
|
|
47
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$218K
|
+$213K
|
+6,965
|
New
|
|
|
48
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$215K
|
+$210K
|
+6,876
|
New
|
|
|
49
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$93.8K
|
+$91.6K
|
+3,000
|
New
|
|
|
50
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
–
|
-$1.52M
|
-50,339
|
Closed
|
|
