|
26
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$528K
|
+$558K
|
+30,515
|
New
|
|
|
27
|
Bank of New York Mellon
New York
|
$503K
|
+$532K
|
+29,070
|
New
|
|
|
28
|
Private Advisor Group
Morristown,
New Jersey
|
$455K
|
+$481K
|
+26,282
|
New
|
|
|
29
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$361K
|
+$382K
|
+20,880
|
New
|
|
|
30
|
Ignite Planners
San Clemente,
California
|
$326K
|
+$387K
|
+21,169
|
New
|
|
|
31
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$286K
|
+$298K
|
+16,281
|
New
|
|
|
32
|
Marcum Wealth
Cleveland,
Ohio
|
$260K
|
–
|
–
|
–
|
|
|
33
|
Mariner Investment Group
Harrison,
New York
|
$260K
|
+$275K
|
+15,000
|
New
|
|
|
34
|
Oppenheimer & Co
New York
|
$260K
|
+$275K
|
+15,000
|
New
|
|
|
35
|
Rockefeller Capital Management
New York
|
$209K
|
+$76.2K
|
+4,165
|
+52%
|
|
|
36
|
Osaic Holdings
Scottsdale,
Arizona
|
$206K
|
-$91.5K
|
-5,000
|
-30%
|
|
|
37
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$204K
|
+$172K
|
+9,383
|
+391%
|
|
|
38
|
Nomura Holdings
Tokyo,
Japan
|
$204K
|
+$215K
|
+11,765
|
New
|
|
|
39
|
|
$192K
|
+$203K
|
+11,081
|
New
|
|
|
40
|
Tranquility Partners
Brentwood,
Tennessee
|
$184K
|
+$194K
|
+10,621
|
New
|
|
|
41
|
Kestra Private Wealth Services
Austin,
Texas
|
$176K
|
+$3.06K
|
+167
|
+2%
|
|
|
42
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$101K
|
+$55.1K
|
+3,010
|
+107%
|
|
|
43
|
Steward Partners Investment Advisory
New York
|
$98K
|
+$104K
|
+5,678
|
New
|
|
|
44
|
Private Ocean
San Rafael,
California
|
$87K
|
–
|
–
|
–
|
|
|
45
|
Bessemer Group
Woodbridge,
New Jersey
|
$50K
|
+$52.8K
|
+2,884
|
New
|
|
|
46
|
Tower Research Capital (TRC)
New York
|
$38K
|
+$40K
|
+2,188
|
New
|
|
|
47
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$7K
|
+$7.41K
|
+405
|
New
|
|
|
48
|
Fiduciary Trust
Boston,
Massachusetts
|
–
|
-$3.81M
|
-200,000
|
Closed
|
|
