|
26
|
Summit Trail Advisors
New York
|
$702K
|
+$714K
|
+116,872
|
New
|
|
|
27
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$656K
|
-$84.9K
|
-13,904
|
-11%
|
|
|
28
|
|
$624K
|
+$2.6K
|
+426
|
+0.4%
|
|
|
29
|
Closed-End Fund Advisors
Richmond,
Virginia
|
$603K
|
–
|
–
|
–
|
|
|
30
|
Bridgewater Advisors
New York
|
$571K
|
–
|
–
|
–
|
|
|
31
|
UBS Group
Zurich,
Switzerland
|
$556K
|
-$124K
|
-20,275
|
-18%
|
|
|
32
|
PFS Partners
Mine Hill,
New Jersey
|
$552K
|
+$6.91K
|
+1,131
|
+1%
|
|
|
33
|
Palogic Value Management
Dallas,
Texas
|
$429K
|
+$110K
|
+18,002
|
+33%
|
|
|
34
|
Bank of New York Mellon
New York
|
$423K
|
+$430K
|
+70,372
|
New
|
|
|
35
|
Opal Wealth Advisors
Jericho,
New York
|
$417K
|
-$70.5K
|
-11,541
|
-14%
|
|
|
36
|
Raymond James Financial
St Petersburg,
Florida
|
$375K
|
+$90.5K
|
+14,827
|
+31%
|
|
|
37
|
Savvy Advisors Inc
New York
|
$374K
|
+$380K
|
+62,222
|
New
|
|
|
38
|
Stifel Financial
St. Louis,
Missouri
|
$369K
|
+$4.49K
|
+735
|
+1%
|
|
|
39
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$369K
|
-$134K
|
-21,945
|
-26%
|
|
|
40
|
&Partners
Nashville,
Tennessee
|
$305K
|
+$39.3K
|
+6,440
|
+15%
|
|
|
41
|
|
$301K
|
–
|
–
|
–
|
|
|
42
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$265K
|
–
|
–
|
–
|
|
|
43
|
Geneos Wealth Management
Englewood,
Colorado
|
$258K
|
–
|
–
|
–
|
|
|
44
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$233K
|
–
|
–
|
–
|
|
|
45
|
Catalina Capital Group
Torrance,
California
|
$219K
|
–
|
–
|
–
|
|
|
46
|
Camelot Portfolios
Maumee,
Ohio
|
$215K
|
-$15.1K
|
-2,474
|
-6%
|
|
|
47
|
Aviance Capital Partners
Naples,
Florida
|
$204K
|
+$2.53K
|
+414
|
+1%
|
|
|
48
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$203K
|
+$206K
|
+33,804
|
New
|
|
|
49
|
Arete Wealth Advisors
Chicago,
Illinois
|
$203K
|
-$21K
|
-3,438
|
-9%
|
|
|
50
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$200K
|
-$32.5K
|
-5,322
|
-14%
|
|
