|
26
|
Legacy Private Trust
Neenah,
Wisconsin
|
$811K
|
+$568K
|
+17,944
|
+188%
|
|
|
27
|
Bank of New York Mellon
New York
|
$735K
|
-$316K
|
-9,983
|
-29%
|
|
|
28
|
Oppenheimer & Co
New York
|
$593K
|
-$111K
|
-3,504
|
-15%
|
|
|
29
|
International Assets Investment Management
Orlando,
Florida
|
$593K
|
+$636K
|
+20,110
|
New
|
|
|
30
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$484K
|
–
|
–
|
–
|
|
|
31
|
Osaic Holdings
Scottsdale,
Arizona
|
$360K
|
+$2.5M
|
+79,020
|
New
|
|
|
32
|
Wells Fargo
San Francisco,
California
|
$336K
|
+$78.2K
|
+2,473
|
+28%
|
|
|
33
|
Wealth Quarterback
Toms River,
New Jersey
|
$333K
|
-$2.45M
|
-77,475
|
-87%
|
|
|
34
|
CIBC World Market
Toronto,
Ontario, Canada
|
$328K
|
-$987K
|
-31,202
|
-74%
|
|
|
35
|
United Capital Financial Advisors
Irving,
Texas
|
$311K
|
+$4.93K
|
+156
|
+2%
|
|
|
36
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$275K
|
–
|
–
|
–
|
|
|
37
|
Rockefeller Capital Management
New York
|
$274K
|
+$294K
|
+9,284
|
New
|
|
|
38
|
Raymond James & Associates
St Petersburg,
Florida
|
$262K
|
-$133K
|
-4,197
|
-32%
|
|
|
39
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$259K
|
+$171K
|
+5,404
|
+153%
|
|
|
40
|
Stifel Financial
St. Louis,
Missouri
|
$257K
|
+$4.49K
|
+142
|
+2%
|
|
|
41
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$236K
|
+$3.64K
|
+115
|
+1%
|
|
|
42
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$117K
|
–
|
–
|
–
|
|
|
43
|
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
|
$88K
|
–
|
–
|
–
|
|
|
44
|
SVB Wealth
Boston,
Massachusetts
|
$88K
|
+$94.9K
|
+3,000
|
New
|
|
|
45
|
Citizens Financial Group
Providence,
Rhode Island
|
$77K
|
+$63.3K
|
+2,000
|
+333%
|
|
|
46
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$74K
|
+$79.1K
|
+2,500
|
New
|
|
|
47
|
Geneos Wealth Management
Englewood,
Colorado
|
$67K
|
-$19K
|
-600
|
-20%
|
|
|
48
|
Main Management
San Francisco,
California
|
$55K
|
+$28.6K
|
+904
|
+93%
|
|
|
49
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$48K
|
+$51.6K
|
+1,630
|
New
|
|
|
50
|
William Blair & Company
Chicago,
Illinois
|
$44K
|
+$15.8K
|
+500
|
+50%
|
|
