|
26
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$164K
|
+$150K
|
+15,710
|
New
|
|
|
27
|
MML Investors Services
Springfield,
Massachusetts
|
$137K
|
–
|
–
|
–
|
|
|
28
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$135K
|
–
|
–
|
–
|
|
|
29
|
Nomura Holdings
Tokyo,
Japan
|
$113K
|
+$103K
|
+10,855
|
New
|
|
|
30
|
Horizon Kinetics Asset Management
New York
|
$108K
|
–
|
–
|
–
|
|
|
31
|
Wells Fargo
San Francisco,
California
|
$100K
|
+$4.77K
|
+500
|
+5%
|
|
|
32
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$54.3K
|
+$49.7K
|
+5,213
|
New
|
|
|
33
|
Tortoise Investment Management
White Plains,
New York
|
$27.7K
|
–
|
–
|
–
|
|
|
34
|
Focused Wealth Management
Newburgh,
New York
|
$13.3K
|
+$124
|
+13
|
+1%
|
|
|
35
|
Highlander Capital Management
Short Hills,
New Jersey
|
$10.7K
|
–
|
–
|
–
|
|
|
36
|
Scarborough Advisors
Annapolis,
Maryland
|
$2.63K
|
+$2.41K
|
+253
|
New
|
|
|
37
|
Steward Partners Investment Advisory
New York
|
$1.35K
|
+$10
|
+1
|
+0.8%
|
|
|
38
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
–
|
-$3.18M
|
-349,204
|
Closed
|
|
|
39
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
–
|
-$288K
|
-31,644
|
Closed
|
|
|
40
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
–
|
-$286K
|
-31,405
|
Closed
|
|
|
41
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$249K
|
-21,811
|
Closed
|
|
|
42
|
NBC Securities
Birmingham,
Alabama
|
–
|
-$18K
|
-2,000
|
Closed
|
|
|
43
|
UMB Bank
Kansas City,
Missouri
|
–
|
-$14.3K
|
-1,572
|
Closed
|
|
|
44
|
|
–
|
-$14.3K
|
-1,566
|
Closed
|
|
