|
1
|
Bank of America
Charlotte,
North Carolina
|
$102M
|
-$17.7M
|
-540,278
|
-14%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$55.4M
|
+$2.37M
|
+72,383
|
+4%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$44.9M
|
+$1.52M
|
+46,498
|
+3%
|
|
|
4
|
|
$25.9M
|
-$18.5M
|
-567,011
|
-41%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$19.9M
|
-$2.31M
|
-70,614
|
-10%
|
|
|
6
|
1607 Capital Partners
Richmond,
Virginia
|
$19.7M
|
+$4.51M
|
+137,900
|
+28%
|
|
|
7
|
|
$13M
|
-$185K
|
-5,665
|
-1%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$10.5M
|
+$8.83M
|
+270,257
|
+440%
|
|
|
9
|
Xponance
Philadelphia,
Pennsylvania
|
$10.2M
|
+$3.91M
|
+119,581
|
+59%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.94M
|
-$20.9M
|
-640,750
|
-69%
|
|
|
11
|
Catalyst Capital Advisors
Huntington,
New York
|
$8.92M
|
+$464K
|
+14,209
|
+5%
|
|
|
12
|
Millburn Ridgefield Corp
New York
|
$8.92M
|
+$464K
|
+14,209
|
+5%
|
|
|
13
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$7.82M
|
-$486K
|
-14,881
|
-6%
|
|
|
14
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$7.82M
|
-$486K
|
-14,881
|
-6%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.19M
|
+$6.6M
|
+202,063
|
+778%
|
|
|
16
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$7.04M
|
-$181K
|
-5,553
|
-2%
|
|
|
17
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$6.51M
|
-$594K
|
-18,172
|
-8%
|
|
|
18
|
First Personal Financial Services
Charlotte,
North Carolina
|
$5.36M
|
+$94.9K
|
+2,905
|
+2%
|
|
|
19
|
Innealta Capital
Austin,
Texas
|
$5.04M
|
+$5.22M
|
+159,838
|
New
|
|
|
20
|
|
$4.79M
|
-$85.9K
|
-2,630
|
-2%
|
|
|
21
|
|
$4.42M
|
-$103K
|
-3,160
|
-2%
|
|
|
22
|
Water Oak Advisors
Winter Park,
Florida
|
$4.28M
|
-$827K
|
-25,298
|
-16%
|
|
|
23
|
|
$3.01M
|
+$1.36M
|
+41,761
|
+78%
|
|
|
24
|
HSBC Holdings
London,
United Kingdom
|
$2.94M
|
-$152K
|
-4,663
|
-5%
|
|
|
25
|
Bollard Group
Boston,
Massachusetts
|
$2.87M
|
–
|
–
|
–
|
|
