|
51
|
Private Advisor Group
Morristown,
New Jersey
|
$125K
|
-$84.1K
|
-7,118
|
-40%
|
|
|
52
|
Stifel Financial
St. Louis,
Missouri
|
$123K
|
-$17K
|
-1,440
|
-12%
|
|
|
53
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$121K
|
–
|
–
|
–
|
|
|
54
|
Citadel Advisors
Miami,
Florida
|
$121K
|
+$120K
|
+10,132
|
New
|
|
|
55
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$119K
|
–
|
–
|
–
|
|
|
56
|
TriaGen Wealth Management
Calabasas,
California
|
$119K
|
–
|
–
|
–
|
|
|
57
|
Elyxium Wealth
San Mateo,
California
|
$68.8K
|
+$68.3K
|
+5,778
|
New
|
|
|
58
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$63.5K
|
-$19.7K
|
-1,667
|
-24%
|
|
|
59
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$59.5K
|
+$59.1K
|
+5,000
|
New
|
|
|
60
|
Mountain Hill Investment Partners
Atlantic Highlands,
New Jersey
|
$52.4K
|
–
|
–
|
–
|
|
|
61
|
Rockefeller Capital Management
New York
|
$42.2K
|
–
|
–
|
–
|
|
|
62
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$39.7K
|
–
|
–
|
–
|
|
|
63
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$32.1K
|
-$30.9K
|
-2,615
|
-49%
|
|
|
64
|
MAI Capital Management
Independence,
Ohio
|
$29.2K
|
+$532
|
+45
|
+2%
|
|
|
65
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$17.9K
|
+$17.7K
|
+1,500
|
New
|
|
|
66
|
Caldwell Trust
Venice,
Florida
|
$17.6K
|
+$17.4K
|
+1,475
|
New
|
|
|
67
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$6.6K
|
+$6.56K
|
+555
|
New
|
|
|
68
|
Private Wealth Management Group
Princeton,
New Jersey
|
$5.76K
|
–
|
–
|
–
|
|
|
69
|
Karpus Investment Management
Pittsford,
New York
|
–
|
-$1.78M
|
-153,772
|
Closed
|
|
|
70
|
Matisse Capital
Portland,
Oregon
|
–
|
-$1.17M
|
-100,700
|
Closed
|
|
|
71
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
–
|
-$413K
|
-35,634
|
Closed
|
|
|
72
|
Leigh Baldwin & Co
Cazenovia,
New York
|
–
|
-$292K
|
-25,164
|
Closed
|
|
|
73
|
Plancorp LLC
Saint Louis,
Missouri
|
–
|
-$232K
|
-20,000
|
Closed
|
|
|
74
|
Oppenheimer & Co
New York
|
–
|
-$224K
|
-19,293
|
Closed
|
|
|
75
|
Carnegie Lake Advisors
Princeton,
New Jersey
|
–
|
-$137K
|
-11,814
|
Closed
|
|
