|
51
|
United Capital Financial Advisors
Irving,
Texas
|
$483K
|
–
|
–
|
–
|
|
|
52
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$460K
|
+$258K
|
+6,050
|
+152%
|
|
|
53
|
International Assets Investment Management
Orlando,
Florida
|
$459K
|
-$282K
|
-6,603
|
-40%
|
|
|
54
|
Vontobel Holding
Zurich,
Switzerland
|
$459K
|
+$427K
|
+10,000
|
New
|
|
|
55
|
J.W. Cole Advisors
Tampa,
Florida
|
$437K
|
-$422K
|
-9,867
|
-51%
|
|
|
56
|
Rockefeller Capital Management
New York
|
$426K
|
-$641
|
-15
|
-0.2%
|
|
|
57
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$410K
|
–
|
–
|
–
|
|
|
58
|
HighTower Advisors
Chicago,
Illinois
|
$369K
|
+$342K
|
+7,998
|
New
|
|
|
59
|
Northern Trust
Chicago,
Illinois
|
$316K
|
+$294K
|
+6,893
|
New
|
|
|
60
|
James Investment Research
Alpha,
Ohio
|
$295K
|
-$168K
|
-3,925
|
-38%
|
|
|
61
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$275K
|
–
|
–
|
–
|
|
|
62
|
Oppenheimer & Co
New York
|
$246K
|
+$6.92K
|
+162
|
+3%
|
|
|
63
|
Creative Planning
Overland Park,
Kansas
|
$240K
|
+$224K
|
+5,233
|
New
|
|
|
64
|
Kestra Advisory Services
Austin,
Texas
|
$228K
|
+$215K
|
+5,037
|
New
|
|
|
65
|
Cooper Financial Group
Irvine,
California
|
$220K
|
+$205K
|
+4,800
|
New
|
|
|
66
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$160K
|
+$24.5K
|
+573
|
+20%
|
|
|
67
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$150K
|
+$140K
|
+3,268
|
New
|
|
|
68
|
SVB Wealth
Boston,
Massachusetts
|
$137K
|
–
|
–
|
–
|
|
|
69
|
Geneos Wealth Management
Englewood,
Colorado
|
$54K
|
-$29.9K
|
-700
|
-36%
|
|
|
70
|
North Star Investment Management
Chicago,
Illinois
|
$46K
|
–
|
–
|
–
|
|
|
71
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$41K
|
–
|
–
|
–
|
|
|
72
|
Main Management
San Francisco,
California
|
$40K
|
-$42.7K
|
-1,000
|
-53%
|
|
|
73
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$40K
|
–
|
–
|
–
|
|
|
74
|
|
$36K
|
–
|
–
|
–
|
|
|
75
|
Perigon Wealth Management
San Francisco,
California
|
$35K
|
+$32.9K
|
+770
|
New
|
|
