|
1
|
|
$19M
|
+$5.67M
|
+46,304
|
+45%
|
|
|
2
|
|
$16.7M
|
-$147M
|
-1,202,788
|
-90%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$15.2M
|
-$1.46M
|
-11,884
|
-9%
|
|
|
4
|
Credit Suisse
Zurich,
Switzerland
|
$8.85M
|
-$13.6M
|
-110,617
|
-61%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$8.36M
|
+$3.92M
|
+32,030
|
+90%
|
|
|
6
|
|
$6.4M
|
+$123
|
+1
|
+0%
|
|
|
7
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$6.19M
|
+$2.35M
|
+19,220
|
+65%
|
|
|
8
|
Murphy Capital Management
Bedminster,
New Jersey
|
$5.64M
|
-$401K
|
-3,275
|
-7%
|
|
|
9
|
Valley Forge Asset Management
King Of Prussia,
Pennsylvania
|
$5.45M
|
-$573K
|
-4,675
|
-10%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$5.08M
|
+$3.87M
|
+31,599
|
+376%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$4.57M
|
-$64.3K
|
-525
|
-1%
|
|
|
12
|
|
$4.49M
|
+$3.91M
|
+31,943
|
+931%
|
|
|
13
|
Lumina Fund Management
New York
|
$4.21M
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.76M
|
+$173K
|
+1,415
|
+5%
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3.51M
|
+$340K
|
+2,772
|
+11%
|
|
|
16
|
Aspiriant Holdings S3
Los Angeles,
California
|
$3.2M
|
-$14.1K
|
-115
|
-0.5%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.89M
|
-$95.3K
|
-778
|
-3%
|
|
|
18
|
Strategic Financial Services
Utica,
New York
|
$2.78M
|
+$38.8K
|
+317
|
+1%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$2.61M
|
-$36.8K
|
-300
|
-1%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$2.39M
|
-$111K
|
-910
|
-5%
|
|
|
21
|
Boston Research & Management
Manchester,
Massachusetts
|
$2.19M
|
+$162K
|
+1,325
|
+8%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$1.96M
|
+$222K
|
+1,813
|
+13%
|
|
|
23
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$1.93M
|
-$540K
|
-4,405
|
-22%
|
|
|
24
|
MSI Financial Services
Springfield,
Massachusetts
|
$1.82M
|
+$1.11M
|
+9,083
|
+172%
|
|
|
25
|
|
$1.75M
|
-$1.49M
|
-12,168
|
-47%
|
|
