|
51
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$114K
|
+$113K
|
+10,127
|
New
|
|
|
52
|
Tortoise Investment Management
White Plains,
New York
|
$112K
|
+$48.5K
|
+4,340
|
+78%
|
|
|
53
|
Steward Partners Investment Advisory
New York
|
$106K
|
–
|
–
|
–
|
|
|
54
|
Belpointe Asset Management
Reno,
Nevada
|
$68.9K
|
+$68.2K
|
+6,100
|
New
|
|
|
55
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$62.2K
|
+$61.5K
|
+5,505
|
New
|
|
|
56
|
M&R Capital Management
Summit,
New Jersey
|
$40.4K
|
+$40K
|
+3,578
|
New
|
|
|
57
|
Highlander Capital Management
Short Hills,
New Jersey
|
$34K
|
–
|
–
|
–
|
|
|
58
|
UMB Bank
Kansas City,
Missouri
|
$25K
|
+$7.71K
|
+690
|
+45%
|
|
|
59
|
Concord Wealth Partners
Abingdon,
Virginia
|
$23.1K
|
+$22.9K
|
+2,046
|
New
|
|
|
60
|
VanEck Associates
New York
|
$20K
|
-$3.53K
|
-316
|
-15%
|
|
|
61
|
Goodman Advisory Group
Needham,
Massachusetts
|
$18K
|
–
|
–
|
–
|
|
|
62
|
Tompkins Financial
Ithaca,
New York
|
$12K
|
–
|
–
|
–
|
|
|
63
|
Private Trust Company
Cleveland,
Ohio
|
$6K
|
–
|
–
|
–
|
|
|
64
|
|
$5.65K
|
–
|
–
|
–
|
|
|
65
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$3.25K
|
–
|
–
|
–
|
|
|
66
|
Fidelity Investments
Boston,
Massachusetts
|
$11
|
+$11
|
+1
|
New
|
|
|
67
|
Ionic Capital Management
New York
|
–
|
-$231K
|
-20,965
|
Closed
|
|
|
68
|
Ameriprise
Minneapolis,
Minnesota
|
–
|
-$113K
|
-10,245
|
Closed
|
|
|
69
|
Crown Wealth Group
Charlotte,
North Carolina
|
–
|
-$110K
|
-10,000
|
Closed
|
|
|
70
|
NVWM LLC
Yardley,
Pennsylvania
|
–
|
-$22K
|
-1,963
|
Closed
|
|
|
71
|
AssetMark Inc
Concord,
California
|
–
|
-$10K
|
-938
|
Closed
|
|
|
72
|
FNY Investment Advisers
New York
|
–
|
-$5K
|
-500
|
Closed
|
|
