|
51
|
Oppenheimer & Co
New York
|
$306K
|
+$27.6K
|
+1,103
|
+10%
|
|
|
52
|
Edgewood Management
Greenwich,
Connecticut
|
$305K
|
–
|
–
|
–
|
|
|
53
|
Roosevelt Investment Group
New York
|
$304K
|
–
|
–
|
–
|
|
|
54
|
New England Research & Management
Chicago,
Illinois
|
$274K
|
–
|
–
|
–
|
|
|
55
|
Alpha Cubed Investments
Irvine,
California
|
$255K
|
–
|
–
|
–
|
|
|
56
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$252K
|
–
|
–
|
–
|
|
|
57
|
Regions Financial Corp
Birmingham,
Alabama
|
$244K
|
–
|
–
|
–
|
|
|
58
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$242K
|
–
|
–
|
–
|
|
|
59
|
Evercore Wealth Management
New York
|
$234K
|
+$91.3K
|
+3,645
|
+65%
|
|
|
60
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$229K
|
–
|
–
|
–
|
|
|
61
|
KeyBank National Association
Cleveland,
Ohio
|
$220K
|
+$12.5K
|
+500
|
+6%
|
|
|
62
|
HighTower Advisors
Chicago,
Illinois
|
$210K
|
+$207K
|
+8,260
|
New
|
|
|
63
|
Rockefeller Financial Services
New York
|
$178K
|
–
|
–
|
–
|
|
|
64
|
US Bancorp
Minneapolis,
Minnesota
|
$178K
|
–
|
–
|
–
|
|
|
65
|
Regal Investment Advisors
Kentwood,
Michigan
|
$176K
|
–
|
–
|
–
|
|
|
66
|
Optimum Investment Advisors
Chicago,
Illinois
|
$174K
|
-$10K
|
-400
|
-6%
|
|
|
67
|
Boston Private Bank & Trust
Boston,
Massachusetts
|
$102K
|
–
|
–
|
–
|
|
|
68
|
MSI Financial Services
Springfield,
Massachusetts
|
$99K
|
–
|
–
|
–
|
|
|
69
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$82K
|
+$6.61K
|
+264
|
+9%
|
|
|
70
|
Central Trust Company
Jefferson City,
Missouri
|
$54K
|
–
|
–
|
–
|
|
|
71
|
WFG Advisors
Dallas,
Texas
|
$52K
|
–
|
–
|
–
|
|
|
72
|
Barclays
London,
United Kingdom
|
$52K
|
+$2.38K
|
+95
|
+5%
|
|
|
73
|
Community Financial System
Syracuse,
New York
|
$51K
|
–
|
–
|
–
|
|
|
74
|
Whittier Trust
South Pasadena,
California
|
$51K
|
–
|
–
|
–
|
|
|
75
|
EFG Asset Management (Americas)
Miami,
Florida
|
$39K
|
–
|
–
|
–
|
|
