|
26
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$2.63M
|
+$719
|
+16
|
+0%
|
|
|
27
|
Round Table Services
Westfield,
New Jersey
|
$2.54M
|
–
|
–
|
–
|
|
|
28
|
The Family Firm
Bethesda,
Maryland
|
$2.46M
|
-$175K
|
-3,889
|
-7%
|
|
|
29
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$2.17M
|
-$1.52M
|
-33,836
|
-42%
|
|
|
30
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$2.1M
|
+$61K
|
+1,357
|
+3%
|
|
|
31
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.06M
|
+$49.9K
|
+1,111
|
+3%
|
|
|
32
|
Neuberger Berman Group
New York
|
$2.05M
|
-$10.6K
|
-235
|
-0.5%
|
|
|
33
|
swisspartners Advisors
Zurich,
Switzerland
|
$2.04M
|
+$1.95M
|
+43,410
|
New
|
|
|
34
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$1.96M
|
-$61.5K
|
-1,369
|
-3%
|
|
|
35
|
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
|
$1.85M
|
+$1.77M
|
+39,345
|
New
|
|
|
36
|
Ironwood Financial
Tucson,
Arizona
|
$1.84M
|
-$30.5K
|
-678
|
-2%
|
|
|
37
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.69M
|
-$561K
|
-12,481
|
-26%
|
|
|
38
|
HSBC Holdings
London,
United Kingdom
|
$1.62M
|
-$654K
|
-14,540
|
-30%
|
|
|
39
|
Callan Capital
La Jolla,
California
|
$1.54M
|
–
|
–
|
–
|
|
|
40
|
Carret Asset Management
New York
|
$1.45M
|
+$59.1K
|
+1,315
|
+4%
|
|
|
41
|
Citadel Advisors
Miami,
Florida
|
$1.38M
|
-$9.42M
|
-209,504
|
-88%
|
|
|
42
|
Institute for Wealth Management
Denver,
Colorado
|
$1.38M
|
+$854
|
+19
|
+0.1%
|
|
|
43
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$1.36M
|
-$37K
|
-824
|
-3%
|
|
|
44
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$1.34M
|
+$8.36K
|
+186
|
+0.7%
|
|
|
45
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.34M
|
-$334K
|
-7,427
|
-21%
|
|
|
46
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.3M
|
+$531K
|
+11,818
|
+74%
|
|
|
47
|
Synovus Financial
Columbus,
Georgia
|
$1.23M
|
-$48.2K
|
-1,073
|
-4%
|
|
|
48
|
BigSur Wealth Management
Miami,
Florida
|
$1.19M
|
-$449K
|
-10,000
|
-28%
|
|
|
49
|
Zurich Insurance Group
Zurich,
Switzerland
|
$1.16M
|
+$66.3K
|
+1,475
|
+6%
|
|
|
50
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.14M
|
–
|
–
|
–
|
|
