|
1
|
Fiduciary Trust
Boston,
Massachusetts
|
$123M
|
+$1.18M
|
+54,651
|
+1%
|
|
|
2
|
|
$62.1M
|
+$10.5M
|
+486,386
|
+22%
|
|
|
3
|
Perella Weinberg Partners Capital Management
New York
|
$57.1M
|
+$11.7M
|
+542,909
|
+28%
|
|
|
4
|
Cresset Asset Management
Chicago,
Illinois
|
$8.12M
|
+$269K
|
+12,455
|
+4%
|
|
|
5
|
Private Advisor Group
Morristown,
New Jersey
|
$7.43M
|
+$3.31M
|
+153,389
|
+91%
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$4.06M
|
+$62K
|
+2,874
|
+2%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$3.68M
|
+$103K
|
+4,792
|
+3%
|
|
|
8
|
Rockefeller Capital Management
New York
|
$2.27M
|
-$259K
|
-12,026
|
-11%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$1.02M
|
+$737K
|
+34,144
|
+338%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$986K
|
+$115K
|
+5,320
|
+14%
|
|
|
11
|
Virtue Capital Management
Brentwood,
Tennessee
|
$492K
|
+$453K
|
+20,975
|
New
|
|
|
12
|
Flow Traders U.S.
New York
|
$455K
|
+$426K
|
+19,744
|
New
|
|
|
13
|
|
$335K
|
-$1.76M
|
-81,559
|
-85%
|
|
|
14
|
Corient Private Wealth
Miami,
Florida
|
$212K
|
+$199K
|
+9,203
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$135K
|
+$127K
|
+5,871
|
New
|
|
|
16
|
Comerica Bank
Dallas,
Texas
|
$13.8K
|
+$12.9K
|
+600
|
New
|
|
|
17
|
Harbour Investments
Madison,
Wisconsin
|
$1.38K
|
+$1.29K
|
+60
|
New
|
|
|
18
|
|
$33
|
-$22
|
-1
|
-50%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$150K
|
-7,044
|
Closed
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
-$25K
|
-1,164
|
Closed
|
|
