|
26
|
PGIM Custom Harvest
Newark,
New Jersey
|
$5.13M
|
+$841K
|
+15,358
|
+20%
|
|
|
27
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$4.71M
|
+$2.37M
|
+43,331
|
+103%
|
|
|
28
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$3.68M
|
+$1.02M
|
+18,696
|
+39%
|
|
|
29
|
Equitable Holdings
New York
|
$3.52M
|
+$28.6K
|
+523
|
+0.8%
|
|
|
30
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.34M
|
-$1.09M
|
-19,818
|
-25%
|
|
|
31
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$3.3M
|
+$298K
|
+5,438
|
+10%
|
|
|
32
|
Creative Planning
Overland Park,
Kansas
|
$2.68M
|
+$163K
|
+2,968
|
+7%
|
|
|
33
|
|
$2.61M
|
+$180K
|
+3,280
|
+7%
|
|
|
34
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$2.19M
|
+$179K
|
+3,273
|
+9%
|
|
|
35
|
Rockefeller Capital Management
New York
|
$2.1M
|
+$25.2K
|
+460
|
+1%
|
|
|
36
|
M&T Bank
Buffalo,
New York
|
$1.9M
|
–
|
–
|
–
|
|
|
37
|
MONECO Advisors
Fairfield,
Connecticut
|
$1.66M
|
-$1.04K
|
-19
|
-0.1%
|
|
|
38
|
Simon Quick Advisors
Morristown,
New Jersey
|
$1.65M
|
-$602
|
-11
|
-0%
|
|
|
39
|
Zacks Investment Management
Chicago,
Illinois
|
$1.6M
|
-$815K
|
-14,886
|
-34%
|
|
|
40
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$1.53M
|
–
|
–
|
–
|
|
|
41
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$1.52M
|
+$122K
|
+2,230
|
+9%
|
|
|
42
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.51M
|
+$399K
|
+7,287
|
+37%
|
|
|
43
|
Idaho Trust Bank
Boise,
Idaho
|
$1.44M
|
-$122K
|
-2,224
|
-8%
|
|
|
44
|
Corient Private Wealth
Miami,
Florida
|
$1.41M
|
+$777K
|
+14,182
|
+125%
|
|
|
45
|
BFI Infinity
Zurich,
Switzerland
|
$1.4M
|
+$285K
|
+5,207
|
+26%
|
|
|
46
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.36M
|
+$35.9K
|
+655
|
+3%
|
|
|
47
|
Steward Partners Investment Advisory
New York
|
$1.19M
|
-$138K
|
-2,527
|
-10%
|
|
|
48
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$1.18M
|
-$309K
|
-5,644
|
-21%
|
|
|
49
|
LMCG Investments
Boston,
Massachusetts
|
$1.12M
|
+$67.6K
|
+1,235
|
+6%
|
|
|
50
|
Evergreen Capital Management
Bellevue,
Washington
|
$1.12M
|
+$23K
|
+420
|
+2%
|
|
