|
1
|
|
$3.91B
|
+$291M
|
+5,258,997
|
+8%
|
|
|
2
|
|
$27.2M
|
–
|
–
|
–
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$14.7M
|
-$667K
|
-12,034
|
-4%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$8.3M
|
+$2.46M
|
+44,363
|
+41%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$6.8M
|
+$6.01M
|
+108,559
|
+633%
|
|
|
6
|
|
$4.1M
|
-$836K
|
-15,088
|
-17%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.52M
|
-$1.36M
|
-24,555
|
-27%
|
|
|
8
|
Keel Point
Huntsville,
Alabama
|
$1.52M
|
–
|
–
|
–
|
|
|
9
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.42M
|
+$123K
|
+2,219
|
+9%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$1.4M
|
+$276K
|
+4,980
|
+24%
|
|
|
11
|
Prudential Financial
Newark,
New Jersey
|
$1.29M
|
+$1.32M
|
+23,790
|
New
|
|
|
12
|
Rockefeller Capital Management
New York
|
$1.27M
|
+$1.94K
|
+35
|
+0.1%
|
|
|
13
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$949K
|
+$40.8K
|
+737
|
+4%
|
|
|
14
|
Pathstone Family Office
Englewood,
New Jersey
|
$903K
|
+$924K
|
+16,683
|
New
|
|
|
15
|
Cresset Asset Management
Chicago,
Illinois
|
$847K
|
-$41.6K
|
-751
|
-5%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$813K
|
-$5.76K
|
-104
|
-0.7%
|
|
|
17
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$707K
|
–
|
–
|
–
|
|
|
18
|
HB Wealth Management
Atlanta,
Georgia
|
$555K
|
+$568K
|
+10,251
|
New
|
|
|
19
|
William Blair & Company
Chicago,
Illinois
|
$536K
|
+$9.47K
|
+171
|
+2%
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$475K
|
+$19.2K
|
+347
|
+4%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$443K
|
+$53.1K
|
+959
|
+13%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$443K
|
+$130K
|
+2,355
|
+40%
|
|
|
23
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$435K
|
–
|
–
|
–
|
|
|
24
|
Icon Wealth Partners
Houston,
Texas
|
$351K
|
–
|
–
|
–
|
|
|
25
|
Sentinel Trust
Houston,
Texas
|
$316K
|
+$324K
|
+5,849
|
New
|
|
