|
26
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$379K
|
–
|
–
|
–
|
|
|
27
|
Matisse Capital
Portland,
Oregon
|
$282K
|
-$6.71M
|
-247,980
|
-96%
|
|
|
28
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$280K
|
+$8.01K
|
+296
|
+3%
|
|
|
29
|
Samalin Investment Counsel
Chappaqua,
New York
|
$269K
|
–
|
–
|
–
|
|
|
30
|
Gould Asset Management
Claremont,
California
|
$267K
|
-$8.93K
|
-330
|
-3%
|
|
|
31
|
Millennium Management
New York
|
$225K
|
+$228K
|
+8,421
|
New
|
|
|
32
|
MML Investors Services
Springfield,
Massachusetts
|
$223K
|
-$5.82K
|
-215
|
-3%
|
|
|
33
|
Ancora Advisors
Cleveland,
Ohio
|
$185K
|
–
|
–
|
–
|
|
|
34
|
Osaic Holdings
Scottsdale,
Arizona
|
$143K
|
+$27.1K
|
+1,000
|
+23%
|
|
|
35
|
Rockefeller Capital Management
New York
|
$121K
|
–
|
–
|
–
|
|
|
36
|
Wells Fargo
San Francisco,
California
|
$76K
|
-$13.3M
|
-491,875
|
-99%
|
|
|
37
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$33K
|
-$1.35K
|
-50
|
-4%
|
|
|
38
|
Spire Wealth Management
Mclean,
Virginia
|
$31K
|
–
|
–
|
–
|
|
|
39
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$17K
|
+$17.6K
|
+652
|
New
|
|
|
40
|
Allworth Financial
Folsom,
California
|
$13K
|
–
|
–
|
–
|
|
|
41
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$8.01K
|
–
|
–
|
–
|
|
|
42
|
Bessemer Group
Woodbridge,
New Jersey
|
$8K
|
+$8.14K
|
+301
|
New
|
|
|
43
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
44
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
|
45
|
SOA Wealth Advisors
New York
|
$1K
|
–
|
–
|
–
|
|
|
46
|
Barclays
London,
United Kingdom
|
–
|
-$764K
|
-24,049
|
Closed
|
|
|
47
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
–
|
-$315K
|
-11,424
|
Closed
|
|
|
48
|
|
–
|
-$12K
|
-464
|
Closed
|
|
