|
26
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$599K
|
+$124K
|
+4,057
|
+21%
|
|
|
27
|
|
$592K
|
+$302K
|
+9,855
|
+75%
|
|
|
28
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$584K
|
-$298K
|
-9,701
|
-30%
|
|
|
29
|
|
$575K
|
–
|
–
|
–
|
|
|
30
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$450K
|
–
|
–
|
–
|
|
|
31
|
UBS Group
Zurich,
Switzerland
|
$449K
|
-$83.7K
|
-2,729
|
-14%
|
|
|
32
|
Osaic Holdings
Scottsdale,
Arizona
|
$400K
|
+$475K
|
+15,491
|
New
|
|
|
33
|
City of London Investment Management
London,
United Kingdom
|
$359K
|
–
|
–
|
–
|
|
|
34
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$352K
|
-$98.9K
|
-3,222
|
-19%
|
|
|
35
|
Diversified Trust
Memphis,
Tennessee
|
$344K
|
–
|
–
|
–
|
|
|
36
|
Meridian Investment Counsel
Lafayette,
California
|
$336K
|
–
|
–
|
–
|
|
|
37
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$321K
|
+$46K
|
+1,500
|
+13%
|
|
|
38
|
6 Meridian
Wichita,
Kansas
|
$295K
|
-$157K
|
-5,122
|
-31%
|
|
|
39
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$273K
|
–
|
–
|
–
|
|
|
40
|
Cardan Capital Partners
Denver,
Colorado
|
$269K
|
-$63.6K
|
-2,074
|
-17%
|
|
|
41
|
|
$223K
|
+$24.5K
|
+800
|
+10%
|
|
|
42
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$218K
|
–
|
–
|
–
|
|
|
43
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$210K
|
–
|
–
|
–
|
|
|
44
|
Bank of America
Charlotte,
North Carolina
|
$172K
|
-$8.62K
|
-281
|
-4%
|
|
|
45
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$28K
|
–
|
–
|
–
|
|
|
46
|
|
$9K
|
+$7.79K
|
+254
|
+198%
|
|
|
47
|
Edge Wealth Management
New York
|
$5K
|
+$6.14K
|
+200
|
New
|
|
|
48
|
Geode Capital Management
Boston,
Massachusetts
|
–
|
-$2.29M
|
-69,126
|
Closed
|
|
|
49
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
–
|
-$277K
|
-8,354
|
Closed
|
|
|
50
|
Round Table Services
Westfield,
New Jersey
|
–
|
-$225K
|
-6,790
|
Closed
|
|
