|
51
|
Capital One National Association
New York
|
$473K
|
+$479K
|
+15,994
|
New
|
|
|
52
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$472K
|
–
|
–
|
–
|
|
|
53
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$441K
|
+$20.5K
|
+685
|
+5%
|
|
|
54
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$386K
|
-$2.1K
|
-70
|
-0.5%
|
|
|
55
|
Credit Suisse
Zurich,
Switzerland
|
$342K
|
–
|
–
|
–
|
|
|
56
|
Cypress Capital Group
Palm Beach,
Florida
|
$321K
|
–
|
–
|
–
|
|
|
57
|
Bank of New York Mellon
New York
|
$297K
|
+$12.5K
|
+416
|
+4%
|
|
|
58
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$296K
|
+$300K
|
+10,000
|
New
|
|
|
59
|
National Planning Corporation
El Segundo,
California
|
$277K
|
-$170K
|
-5,682
|
-38%
|
|
|
60
|
EP Wealth Advisors
Torrance,
California
|
$264K
|
+$267K
|
+8,910
|
New
|
|
|
61
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$258K
|
-$450
|
-15
|
-0.2%
|
|
|
62
|
Cetera Advisors
Denver,
Colorado
|
$250K
|
-$33.4K
|
-1,116
|
-12%
|
|
|
63
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$241K
|
–
|
–
|
–
|
|
|
64
|
EFG Asset Management (Americas)
Miami,
Florida
|
$222K
|
-$8.78K
|
-293
|
-4%
|
|
|
65
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$156K
|
+$158K
|
+5,259
|
New
|
|
|
66
|
American International Group
New York
|
$141K
|
-$6.44K
|
-215
|
-4%
|
|
|
67
|
WFG Advisors
Dallas,
Texas
|
$127K
|
-$4.5K
|
-150
|
-3%
|
|
|
68
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$121K
|
+$47.1K
|
+1,571
|
+62%
|
|
|
69
|
Gupta Wealth Management
San Diego,
California
|
$89K
|
–
|
–
|
–
|
|
|
70
|
Klingman & Associates
New York
|
$78K
|
–
|
–
|
–
|
|
|
71
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$78K
|
+$77.9K
|
+2,601
|
+17,340%
|
|
|
72
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$70K
|
–
|
–
|
–
|
|
|
73
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$61K
|
-$3.81K
|
-127
|
-6%
|
|
|
74
|
|
$49K
|
+$50K
|
+1,667
|
New
|
|
|
75
|
Managed Account Advisors
Jersey City,
New Jersey
|
$31K
|
+$21.3K
|
+710
|
+215%
|
|
