|
1
|
Bank of New York Mellon
New York
|
$422M
|
+$424M
|
+16,539,427
|
New
|
|
|
2
|
SageView Advisory Group
Newport Beach,
California
|
$7.05M
|
+$7.1M
|
+276,470
|
New
|
|
|
3
|
|
$1.47M
|
+$1.47M
|
+57,458
|
New
|
|
|
4
|
|
$564K
|
+$567K
|
+22,099
|
New
|
|
|
5
|
Belpointe Asset Management
Reno,
Nevada
|
$483K
|
+$486K
|
+18,944
|
New
|
|
|
6
|
Old Mission Capital
Chicago,
Illinois
|
$348K
|
+$350K
|
+13,642
|
New
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$314K
|
+$315K
|
+12,289
|
New
|
|
|
8
|
|
$307K
|
+$308K
|
+12,019
|
New
|
|
|
9
|
Trivium Point Advisory
Westport,
Connecticut
|
$299K
|
+$301K
|
+11,733
|
New
|
|
|
10
|
Cypress Capital Group
Palm Beach,
Florida
|
$258K
|
+$259K
|
+10,099
|
New
|
|
|
11
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$205K
|
+$206K
|
+8,042
|
New
|
|
|
12
|
Lyell Wealth Management
Menlo Park,
California
|
$205K
|
+$206K
|
+8,019
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$137K
|
+$138K
|
+5,362
|
New
|
|
|
14
|
WhitTier Trust Company
Reno,
Nevada
|
$131K
|
+$132K
|
+5,132
|
New
|
|
|
15
|
NewEdge Advisors
New Orleans,
Louisiana
|
$101K
|
+$102K
|
+3,977
|
New
|
|
|
16
|
|
$70.7K
|
+$71.1K
|
+2,771
|
New
|
|
|
17
|
Signature Resources Capital Management
Newport Beach,
California
|
$8.93K
|
+$8.98K
|
+350
|
New
|
|
