|
26
|
Pathstone Family Office
Englewood,
New Jersey
|
$127K
|
–
|
–
|
–
|
|
|
27
|
Envestnet Asset Management
Chicago,
Illinois
|
$81K
|
+$81.4K
|
+1,164
|
New
|
|
|
28
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$75K
|
–
|
–
|
–
|
|
|
29
|
Geneos Wealth Management
Englewood,
Colorado
|
$60K
|
+$770
|
+11
|
+1%
|
|
|
30
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$52K
|
+$140
|
+2
|
+0.3%
|
|
|
31
|
IFP Advisors
Tampa,
Florida
|
$46K
|
+$46.7K
|
+668
|
New
|
|
|
32
|
Bank of America
Charlotte,
North Carolina
|
$31K
|
+$7.07K
|
+101
|
+29%
|
|
|
33
|
Gradient Investments
Arden Hills,
Minnesota
|
$3K
|
–
|
–
|
–
|
|
|
34
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$3.96M
|
-57,037
|
Closed
|
|
|
35
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
–
|
-$2.06M
|
-29,750
|
Closed
|
|
|
36
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
–
|
-$345K
|
-4,969
|
Closed
|
|
|
37
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
–
|
-$334K
|
-4,818
|
Closed
|
|
|
38
|
Hefty Wealth Partners
Auburn,
Indiana
|
–
|
-$328K
|
-4,734
|
Closed
|
|
|
39
|
American International Group
New York
|
–
|
-$186K
|
-2,678
|
Closed
|
|
|
40
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
–
|
-$49K
|
-710
|
Closed
|
|
|
41
|
Edmond de Rothschild (Suisse)
Geneva,
Switzerland
|
–
|
-$49K
|
-710
|
Closed
|
|
|
42
|
First Horizon Advisors
Memphis,
Tennessee
|
–
|
-$44K
|
-664
|
Closed
|
|
|
43
|
Wells Fargo
San Francisco,
California
|
–
|
-$6K
|
-89
|
Closed
|
|
|
44
|
SignatureFD
Atlanta,
Georgia
|
–
|
+$350
|
+5
|
New
|
|
