|
26
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$3.83M
|
+$2.34M
|
+49,188
|
+163%
|
|
|
27
|
PGIM Custom Harvest
Newark,
New Jersey
|
$3.74M
|
-$151K
|
-3,180
|
-4%
|
|
|
28
|
Wells Fargo
San Francisco,
California
|
$3.71M
|
-$1.34M
|
-28,179
|
-27%
|
|
|
29
|
Equitable Holdings
New York
|
$2.94M
|
+$18.7K
|
+393
|
+0.6%
|
|
|
30
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$2.27M
|
+$174K
|
+3,647
|
+8%
|
|
|
31
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$1.98M
|
–
|
–
|
–
|
|
|
32
|
Creative Planning
Overland Park,
Kansas
|
$1.9M
|
+$60.9K
|
+1,279
|
+3%
|
|
|
33
|
Hilltop Holdings
Dallas,
Texas
|
$1.89M
|
+$1.87M
|
+39,258
|
New
|
|
|
34
|
HSBC Holdings
London,
United Kingdom
|
$1.84M
|
+$686K
|
+14,399
|
+60%
|
|
|
35
|
M&T Bank
Buffalo,
New York
|
$1.75M
|
-$149K
|
-3,128
|
-8%
|
|
|
36
|
Rockefeller Capital Management
New York
|
$1.7M
|
+$61.6K
|
+1,293
|
+4%
|
|
|
37
|
Proquility Private Wealth Partners
Las Vegas,
Nevada
|
$1.67M
|
-$2.14K
|
-45
|
-0.1%
|
|
|
38
|
Bridgewater Advisors
New York
|
$1.58M
|
–
|
–
|
–
|
|
|
39
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$1.56M
|
+$873K
|
+18,323
|
+130%
|
|
|
40
|
|
$1.56M
|
+$787K
|
+16,526
|
+104%
|
|
|
41
|
Atria Investments
Charlotte,
North Carolina
|
$1.51M
|
+$95.3K
|
+2,002
|
+7%
|
|
|
42
|
Idaho Trust Bank
Boise,
Idaho
|
$1.51M
|
+$1.49M
|
+31,388
|
New
|
|
|
43
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.5M
|
+$1.56M
|
+32,738
|
New
|
|
|
44
|
|
$1.33M
|
-$402K
|
-8,438
|
-23%
|
|
|
45
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.22M
|
+$1.21M
|
+25,341
|
New
|
|
|
46
|
Fisher Asset Management
Camas,
Washington
|
$1.21M
|
-$1.12M
|
-23,530
|
-48%
|
|
|
47
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$1.14M
|
+$213K
|
+4,470
|
+23%
|
|
|
48
|
|
$1.12M
|
+$42.9K
|
+900
|
+4%
|
|
|
49
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.11M
|
+$452K
|
+9,492
|
+71%
|
|
|
50
|
Zacks Investment Management
Chicago,
Illinois
|
$1.09M
|
-$549K
|
-11,522
|
-34%
|
|
