|
26
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$345K
|
+$13.5K
|
+1,700
|
+4%
|
|
|
27
|
DKM Wealth Management
Stockton,
California
|
$285K
|
–
|
–
|
–
|
|
|
28
|
Beam Wealth Advisors
Covington,
Louisiana
|
$285K
|
–
|
–
|
–
|
|
|
29
|
|
$245K
|
+$232K
|
+29,150
|
New
|
|
|
30
|
Mills Wealth Advisors
Southlake,
Texas
|
$191K
|
-$318
|
-40
|
-0.2%
|
|
|
31
|
Ingalls & Snyder LLC
New York
|
$168K
|
–
|
–
|
–
|
|
|
32
|
CSS LLC
Chicago,
Illinois
|
$158K
|
-$28.1K
|
-3,529
|
-16%
|
|
|
33
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$148K
|
-$3.98K
|
-500
|
-3%
|
|
|
34
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$148K
|
+$11.9K
|
+1,500
|
+9%
|
|
|
35
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$135K
|
–
|
–
|
–
|
|
|
36
|
HighTower Advisors
Chicago,
Illinois
|
$127K
|
-$18.3K
|
-2,295
|
-13%
|
|
|
37
|
Successful Portfolios
Clearwater,
Florida
|
$126K
|
–
|
–
|
–
|
|
|
38
|
Waterfront Wealth
Overland Park,
Kansas
|
$109K
|
–
|
–
|
–
|
|
|
39
|
Seed Wealth Management
Evanston,
Illinois
|
$104K
|
–
|
–
|
–
|
|
|
40
|
Triasima Portfolio Management
Montreal,
Quebec, Canada
|
$99.8K
|
–
|
–
|
–
|
|
|
41
|
Citadel Advisors
Miami,
Florida
|
$98.4K
|
+$93.3K
|
+11,731
|
New
|
|
|
42
|
|
$94K
|
+$89.6K
|
+11,262
|
New
|
|
|
43
|
Osaic Holdings
Scottsdale,
Arizona
|
$84.8K
|
+$43.3K
|
+5,444
|
+117%
|
|
|
44
|
UBS Group
Zurich,
Switzerland
|
$75.6K
|
+$843
|
+106
|
+1%
|
|
|
45
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$38K
|
+$26.3K
|
+3,306
|
+276%
|
|
|
46
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
$35.2K
|
–
|
–
|
–
|
|
|
47
|
Wells Fargo
San Francisco,
California
|
$29.4K
|
+$27.4K
|
+3,441
|
+5,735%
|
|
|
48
|
Bank of America
Charlotte,
North Carolina
|
$17.6K
|
-$24.2K
|
-3,038
|
-59%
|
|
|
49
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$14K
|
+$883
|
+111
|
+7%
|
|
|
50
|
US Bancorp
Minneapolis,
Minnesota
|
$12.8K
|
-$3.78K
|
-475
|
-24%
|
|
