|
26
|
|
$260K
|
+$260K
|
+13,700
|
New
|
|
|
27
|
Round Table Services
Westfield,
New Jersey
|
$256K
|
+$256K
|
+13,500
|
New
|
|
|
28
|
|
$240K
|
-$133K
|
-7,020
|
-36%
|
|
|
29
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$208K
|
+$208K
|
+11,000
|
New
|
|
|
30
|
Gould Asset Management
Claremont,
California
|
$203K
|
–
|
–
|
–
|
|
|
31
|
Point View Wealth Management
Summit,
New Jersey
|
$200K
|
+$14.4K
|
+761
|
+8%
|
|
|
32
|
Wells Fargo
San Francisco,
California
|
$124K
|
+$15.2K
|
+800
|
+14%
|
|
|
33
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$103K
|
–
|
–
|
–
|
|
|
34
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$66K
|
+$66.3K
|
+3,500
|
New
|
|
|
35
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$62K
|
-$32K
|
-1,690
|
-3%
|
|
|
36
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$60K
|
–
|
–
|
–
|
|
|
37
|
Advisor Group
Phoenix,
Arizona
|
$51K
|
+$12K
|
+635
|
+31%
|
|
|
38
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$24K
|
–
|
–
|
–
|
|
|
39
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$19K
|
–
|
–
|
–
|
|
|
40
|
Advisory Services Network
Atlanta,
Georgia
|
$13K
|
–
|
–
|
–
|
|
|
41
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$12K
|
+$8.56K
|
+452
|
New
|
|
|
42
|
|
$10K
|
–
|
–
|
–
|
|
|
43
|
Lindbrook Capital
Calabasas,
California
|
$9K
|
–
|
–
|
–
|
|
|
44
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$8K
|
-$947
|
-50
|
-11%
|
|
|
45
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$7K
|
+$6.63K
|
+350
|
New
|
|
|
46
|
Rockefeller Capital Management
New York
|
$6K
|
–
|
–
|
–
|
|
|
47
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$5.68K
|
–
|
–
|
–
|
|
|
48
|
Cordasco Financial Network
Naples,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
49
|
KCS Wealth Advisory
Los Angeles,
California
|
$872
|
+$872
|
+46
|
New
|
|
|
50
|
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
|
–
|
-$5.35M
|
-255,265
|
Closed
|
|
