|
26
|
Bank of America
Charlotte,
North Carolina
|
$267K
|
-$16.5K
|
-2,916
|
-6%
|
|
|
27
|
ProVise Management Group
Clearwater,
Florida
|
$231K
|
+$5.64K
|
+1,000
|
+3%
|
|
|
28
|
North Star Investment Management
Chicago,
Illinois
|
$215K
|
–
|
–
|
–
|
|
|
29
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$211K
|
–
|
–
|
–
|
|
|
30
|
Barrett Asset Management
New York
|
$200K
|
+$192K
|
+34,046
|
New
|
|
|
31
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$189K
|
+$181K
|
+32,149
|
New
|
|
|
32
|
Steward Partners Investment Advisory
New York
|
$173K
|
+$627
|
+111
|
+0.4%
|
|
|
33
|
|
$152K
|
–
|
–
|
–
|
|
|
34
|
Allegis Investment Advisors
Idaho Falls,
Idaho
|
$148K
|
-$196K
|
-34,660
|
-58%
|
|
|
35
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$137K
|
–
|
–
|
–
|
|
|
36
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$137K
|
+$132K
|
+23,367
|
New
|
|
|
37
|
LPL Financial
San Diego,
California
|
$130K
|
+$6.18K
|
+1,095
|
+5%
|
|
|
38
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$129K
|
–
|
–
|
–
|
|
|
39
|
Whittier Trust
South Pasadena,
California
|
$128K
|
–
|
–
|
–
|
|
|
40
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$119K
|
–
|
–
|
–
|
|
|
41
|
WhitTier Trust Company
Reno,
Nevada
|
$104K
|
–
|
–
|
–
|
|
|
42
|
|
$104K
|
+$99.5K
|
+17,634
|
New
|
|
|
43
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$93.9K
|
+$90.3K
|
+16,000
|
New
|
|
|
44
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$90K
|
+$3.81K
|
+675
|
+5%
|
|
|
45
|
Stifel Financial
St. Louis,
Missouri
|
$82K
|
-$10.2K
|
-1,800
|
-12%
|
|
|
46
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$79K
|
-$22.5K
|
-3,979
|
-23%
|
|
|
47
|
Creative Planning
Overland Park,
Kansas
|
$70K
|
–
|
–
|
–
|
|
|
48
|
Biegel & Waller
Columbia,
Maryland
|
$61K
|
+$587
|
+104
|
+1%
|
|
|
49
|
SeaCrest Wealth Management
Purchase,
New York
|
$61K
|
+$58.7K
|
+10,398
|
New
|
|
|
50
|
Focused Wealth Management
Newburgh,
New York
|
$58K
|
-$23.2K
|
-4,106
|
-29%
|
|
