|
1
|
|
$151M
|
+$125M
|
+1,995,520
|
+468%
|
|
|
2
|
|
$141M
|
+$19.8M
|
+314,426
|
+16%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$59.2M
|
+$1.12M
|
+17,751
|
+2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$28.9M
|
+$1.35M
|
+21,455
|
+5%
|
|
|
5
|
Permanens Capital
New York
|
$28.8M
|
+$2.78M
|
+44,290
|
+11%
|
|
|
6
|
|
$27.2M
|
+$1.26M
|
+20,013
|
+5%
|
|
|
7
|
Kemnay Advisory Services
New York
|
$22.5M
|
-$581K
|
-9,250
|
-3%
|
|
|
8
|
|
$19.4M
|
+$19.5M
|
+309,618
|
New
|
|
|
9
|
Allianz Asset Management
Munich,
Germany
|
$19.3M
|
+$4.81M
|
+76,580
|
+33%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.3M
|
+$1.52M
|
+24,151
|
+13%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$10.2M
|
+$2.99M
|
+47,600
|
+41%
|
|
|
12
|
Avidian Wealth Enterprises
Houston,
Texas
|
$9.7M
|
+$5.78M
|
+91,932
|
+145%
|
|
|
13
|
Element Pointe Advisors
Miami,
Florida
|
$9.14M
|
+$3.25M
|
+51,753
|
+55%
|
|
|
14
|
Evernest Financial Advisors
Carmel,
Indiana
|
$8.57M
|
+$5.48M
|
+87,208
|
New
|
|
|
15
|
Windsor Creek Advisors
Bethel,
Vermont
|
$8M
|
-$440K
|
-7,000
|
-5%
|
|
|
16
|
MBB Public Markets
Chicago,
Illinois
|
$7.99M
|
+$8.03M
|
+127,781
|
New
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$7.9M
|
-$233K
|
-3,702
|
-3%
|
|
|
18
|
|
$7.24M
|
-$2.35M
|
-37,362
|
-24%
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6.93M
|
-$60.9M
|
-969,607
|
-90%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.85M
|
+$2.44M
|
+38,897
|
+55%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$6.21M
|
+$6.23M
|
+99,229
|
New
|
|
|
22
|
Marketfield Asset Management
New York
|
$6.11M
|
-$116K
|
-1,850
|
-2%
|
|
|
23
|
Raymond James Trust
St. Petersburg,
Florida
|
$5.95M
|
–
|
–
|
–
|
|
|
24
|
Welch & Forbes
Boston,
Massachusetts
|
$5.54M
|
+$357K
|
+5,687
|
+7%
|
|
|
25
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$5.43M
|
+$469K
|
+7,471
|
+9%
|
|
