|
26
|
Northern Trust
Chicago,
Illinois
|
$929K
|
+$873K
|
+88,483
|
New
|
|
|
27
|
Wells Fargo
San Francisco,
California
|
$925K
|
-$551K
|
-55,833
|
-39%
|
|
|
28
|
|
$914K
|
+$369K
|
+37,361
|
+75%
|
|
|
29
|
Focused Wealth Management
Newburgh,
New York
|
$901K
|
+$37.2K
|
+3,765
|
+5%
|
|
|
30
|
Raymond James & Associates
St Petersburg,
Florida
|
$717K
|
+$23.9K
|
+2,425
|
+4%
|
|
|
31
|
UBS Group
Zurich,
Switzerland
|
$540K
|
-$180K
|
-18,259
|
-26%
|
|
|
32
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$499K
|
+$25.4K
|
+2,570
|
+6%
|
|
|
33
|
Centaurus Financial
Anaheim,
California
|
$454K
|
-$66.5K
|
-6,738
|
-13%
|
|
|
34
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$420K
|
–
|
–
|
–
|
|
|
35
|
Vontobel Holding
Zurich,
Switzerland
|
$380K
|
+$185K
|
+18,724
|
+107%
|
|
|
36
|
Platform Technology Partners
New York
|
$350K
|
+$329K
|
+33,314
|
New
|
|
|
37
|
Tocqueville Asset Management
New York
|
$325K
|
+$170K
|
+17,210
|
+125%
|
|
|
38
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$315K
|
+$296K
|
+30,000
|
New
|
|
|
39
|
NKCFO LLC
Geneva,
Illinois
|
$315K
|
+$296K
|
+30,000
|
New
|
|
|
40
|
Fidelity Investments
Boston,
Massachusetts
|
$310K
|
-$19.7K
|
-1,999
|
-6%
|
|
|
41
|
CPWM LLC
Seattle,
Washington
|
$288K
|
+$271K
|
+27,470
|
New
|
|
|
42
|
AJ Wealth Strategies
New York
|
$263K
|
–
|
–
|
–
|
|
|
43
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$212K
|
+$139K
|
+14,037
|
+229%
|
|
|
44
|
Charles Schwab
San Francisco,
California
|
$190K
|
+$178K
|
+18,079
|
New
|
|
|
45
|
Bank of New York Mellon
New York
|
$181K
|
+$170K
|
+17,220
|
New
|
|
|
46
|
Verity Asset Management
Durham,
North Carolina
|
$167K
|
+$14.9K
|
+1,512
|
+11%
|
|
|
47
|
NewEdge Advisors
New Orleans,
Louisiana
|
$166K
|
+$3.55K
|
+360
|
+2%
|
|
|
48
|
Alpine Global Management
New York
|
$143K
|
-$2.06M
|
-208,739
|
-94%
|
|
|
49
|
Blueshift Asset Management
Red Bank,
New Jersey
|
$120K
|
+$113K
|
+11,460
|
New
|
|
|
50
|
Pinz Capital Management
New York
|
$118K
|
+$111K
|
+11,200
|
New
|
|
