|
1
|
|
$106M
|
+$9.67M
|
+232,078
|
+10%
|
|
|
2
|
Permanens Capital
New York
|
$19.1M
|
+$19.3M
|
+463,893
|
New
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$15.2M
|
-$339K
|
-8,148
|
-2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$10.5M
|
+$409K
|
+9,823
|
+4%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.16M
|
+$7.33K
|
+176
|
+0.1%
|
|
|
6
|
|
$6.54M
|
-$123K
|
-2,941
|
-2%
|
|
|
7
|
|
$6.2M
|
+$4.42M
|
+106,179
|
+240%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$4.89M
|
-$78.1K
|
-1,875
|
-2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$4.49M
|
+$448K
|
+10,750
|
+11%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.65M
|
+$171K
|
+4,099
|
+5%
|
|
|
11
|
|
$3.56M
|
-$858K
|
-20,593
|
-19%
|
|
|
12
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$3.49M
|
-$3.65M
|
-87,572
|
-51%
|
|
|
13
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$3.23M
|
-$771K
|
-18,510
|
-19%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$2.79M
|
+$2.82M
|
+67,686
|
New
|
|
|
15
|
|
$2.51M
|
-$1.06M
|
-25,566
|
-30%
|
|
|
16
|
Fiduciary Planning
Englewood,
Florida
|
$2.47M
|
-$1.58M
|
-38,015
|
-39%
|
|
|
17
|
3EDGE Asset Management
Naples,
Florida
|
$2.12M
|
+$2.14M
|
+51,421
|
New
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$2.08M
|
+$2.62K
|
+63
|
+0.1%
|
|
|
19
|
Cooksen Wealth
The Woodlands,
Texas
|
$1.87M
|
+$115K
|
+2,759
|
+6%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$1.69M
|
+$8.37K
|
+201
|
+0.5%
|
|
|
21
|
Berkeley Inc
Boise,
Idaho
|
$1.63M
|
-$1.29M
|
-31,065
|
-44%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$1.36M
|
+$143K
|
+3,433
|
+12%
|
|
|
23
|
Summit Asset Management
Memphis,
Tennessee
|
$1.27M
|
-$123K
|
-2,947
|
-9%
|
|
|
24
|
Sierra Capital
Miami,
Florida
|
$1.25M
|
–
|
–
|
–
|
|
|
25
|
Banco Santander
Madrid,
Spain
|
$1.19M
|
-$1.58M
|
-37,941
|
-57%
|
|
