|
1
|
|
$3.74B
|
+$126M
|
+2,122,797
|
+3%
|
|
|
2
|
|
$28.5M
|
+$29.8M
|
+503,044
|
New
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$19.7M
|
-$2.8M
|
-47,165
|
-12%
|
|
|
4
|
Janus Henderson Group
London,
|
$18.1M
|
+$18.4M
|
+310,289
|
New
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$8.38M
|
+$7.84M
|
+132,245
|
+1,187%
|
|
|
6
|
|
$3.1M
|
+$3.15M
|
+53,030
|
New
|
|
|
7
|
|
$2.86M
|
+$1.26M
|
+21,210
|
+77%
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.82M
|
+$925K
|
+15,588
|
+100%
|
|
|
9
|
Keel Point
Huntsville,
Alabama
|
$1.64M
|
–
|
–
|
–
|
|
|
10
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.4M
|
-$356
|
-6
|
-0%
|
|
|
11
|
Rockefeller Capital Management
New York
|
$1.32M
|
+$1.11M
|
+18,630
|
+471%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.05M
|
+$609K
|
+10,266
|
+132%
|
|
|
13
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$957K
|
+$971K
|
+16,365
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$865K
|
-$156K
|
-2,629
|
-15%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$850K
|
-$852K
|
-14,363
|
-50%
|
|
|
16
|
Cresset Asset Management
Chicago,
Illinois
|
$660K
|
+$670K
|
+11,300
|
New
|
|
|
17
|
William Blair & Company
Chicago,
Illinois
|
$618K
|
+$627K
|
+10,563
|
New
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$479K
|
+$53.4K
|
+901
|
+12%
|
|
|
19
|
Icon Wealth Partners
Houston,
Texas
|
$441K
|
+$168K
|
+2,829
|
+60%
|
|
|
20
|
Bessemer Group
Woodbridge,
New Jersey
|
$421K
|
+$427K
|
+7,198
|
New
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$318K
|
-$297
|
-5
|
-0.1%
|
|
|
22
|
Wealthspire Advisors (New York)
New York
|
$284K
|
-$59
|
-1
|
-0%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$255K
|
+$259K
|
+4,360
|
New
|
|
|
24
|
Geode Capital Management
Boston,
Massachusetts
|
$246K
|
–
|
–
|
–
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$224K
|
-$4.54M
|
-76,622
|
-95%
|
|
