|
1
|
|
$135M
|
+$21.2M
|
+478,578
|
+19%
|
|
|
2
|
Permanens Capital
New York
|
$42.8M
|
+$22.4M
|
+504,746
|
+109%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$15.9M
|
-$415K
|
-9,367
|
-3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$11.8M
|
+$629K
|
+14,191
|
+6%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.75M
|
+$1.73K
|
+39
|
+0%
|
|
|
6
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$7.1M
|
+$3.38M
|
+76,236
|
+90%
|
|
|
7
|
|
$6.72M
|
-$296K
|
-6,666
|
-4%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$5.49M
|
+$250K
|
+5,643
|
+5%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$4.62M
|
-$193K
|
-4,357
|
-4%
|
|
|
10
|
|
$4.25M
|
-$2.4M
|
-54,075
|
-36%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.93M
|
+$18.1K
|
+409
|
+0.5%
|
|
|
12
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$3.8M
|
+$342K
|
+7,705
|
+10%
|
|
|
13
|
Banco Santander
Madrid,
Spain
|
$3.4M
|
+$2.14M
|
+48,204
|
+167%
|
|
|
14
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$3M
|
+$3.24M
|
+73,171
|
New
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.65M
|
+$2.66M
|
+60,104
|
New
|
|
|
16
|
LPL Financial
San Diego,
California
|
$2.27M
|
+$1.63M
|
+36,846
|
+252%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$2.12M
|
-$870K
|
-19,625
|
-29%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$1.95M
|
-$279K
|
-6,286
|
-12%
|
|
|
19
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$1.9M
|
+$1.91M
|
+43,030
|
New
|
|
|
20
|
Berkeley Inc
Boise,
Idaho
|
$1.73M
|
-$24.2K
|
-546
|
-1%
|
|
|
21
|
|
$1.69M
|
-$1,000K
|
-22,554
|
-37%
|
|
|
22
|
Sierra Capital
Miami,
Florida
|
$1.56M
|
+$214K
|
+4,833
|
+16%
|
|
|
23
|
Cooksen Wealth
The Woodlands,
Texas
|
$1.49M
|
-$403K
|
-9,094
|
-20%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$1.45M
|
–
|
–
|
–
|
|
|
25
|
Fiduciary Planning
Englewood,
Florida
|
$1.35M
|
-$1.3M
|
-29,417
|
-49%
|
|
