|
51
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$1M
|
–
|
–
|
–
|
|
|
52
|
HL Financial Services
Louisville,
Kentucky
|
$918K
|
+$36.8K
|
+1,200
|
+4%
|
|
|
53
|
|
$857K
|
+$119K
|
+3,870
|
+16%
|
|
|
54
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$832K
|
-$107K
|
-3,477
|
-11%
|
|
|
55
|
Bank of the West
Monterey Park,
California
|
$746K
|
–
|
–
|
–
|
|
|
56
|
Parsons Capital Management
Providence,
Rhode Island
|
$709K
|
+$708K
|
+23,057
|
New
|
|
|
57
|
Rock Point Advisors
Burlington,
Vermont
|
$697K
|
+$307
|
+10
|
+0%
|
|
|
58
|
Krilogy Financial
St. Louis,
Missouri
|
$679K
|
+$85.9K
|
+2,796
|
+15%
|
|
|
59
|
Bank of New York Mellon
New York
|
$652K
|
-$555K
|
-18,082
|
-46%
|
|
|
60
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$643K
|
+$4.27M
|
+139,006
|
+198%
|
|
|
61
|
Courier Capital
Buffalo,
New York
|
$539K
|
-$121K
|
-3,926
|
-18%
|
|
|
62
|
Cerity Partners OCIO
New York
|
$539K
|
-$72.3K
|
-2,356
|
-12%
|
|
|
63
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$445K
|
+$444K
|
+14,469
|
New
|
|
|
64
|
Ausdal Financial Partners
Davenport,
Iowa
|
$427K
|
+$69.2K
|
+2,253
|
+19%
|
|
|
65
|
Perigon Wealth Management
San Francisco,
California
|
$399K
|
+$290K
|
+9,450
|
+268%
|
|
|
66
|
Coastline Trust
Providence,
Rhode Island
|
$395K
|
–
|
–
|
–
|
|
|
67
|
|
$394K
|
+$9.7K
|
+316
|
+3%
|
|
|
68
|
LVZ Inc
Holland,
Michigan
|
$391K
|
+$40K
|
+1,303
|
+11%
|
|
|
69
|
American National Bank & Trust
Wichita Falls,
Texas
|
$349K
|
+$38.8K
|
+1,263
|
+13%
|
|
|
70
|
AllSquare Wealth Management
Albany,
New York
|
$343K
|
–
|
–
|
–
|
|
|
71
|
Canal Capital Management
Richmond,
Virginia
|
$341K
|
-$50K
|
-1,627
|
-13%
|
|
|
72
|
Stifel Financial
St. Louis,
Missouri
|
$327K
|
–
|
–
|
–
|
|
|
73
|
Steward Partners Investment Advisory
New York
|
$309K
|
+$20.8K
|
+677
|
+7%
|
|
|
74
|
HighTower Advisors
Chicago,
Illinois
|
$307K
|
+$58.2K
|
+1,897
|
+23%
|
|
|
75
|
WesBanco Bank
Wheeling,
West Virginia
|
$300K
|
–
|
–
|
–
|
|
