|
1
|
Jordan Park Group
San Francisco,
California
|
$6.69M
|
–
|
–
|
–
|
|
|
2
|
HSBC Holdings
London,
United Kingdom
|
$4.96M
|
+$4.62M
|
+104,414
|
New
|
|
|
3
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$2.95M
|
+$2.87M
|
+64,800
|
New
|
|
|
4
|
|
$1.84M
|
+$1.03M
|
+23,265
|
+137%
|
|
|
5
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$1.55M
|
+$482K
|
+10,896
|
+47%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$1.42M
|
+$1.15M
|
+25,954
|
+491%
|
|
|
7
|
PGIM Custom Harvest
Newark,
New Jersey
|
$863K
|
-$25.7K
|
-581
|
-3%
|
|
|
8
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$703K
|
+$224K
|
+5,072
|
+49%
|
|
|
9
|
Phoenix Financial
Givatayim,
Israel
|
$567K
|
+$551K
|
+12,449
|
New
|
|
|
10
|
|
$452K
|
-$285K
|
-6,439
|
-39%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$445K
|
+$432K
|
+9,769
|
New
|
|
|
12
|
CIBC World Market
Toronto,
Ontario, Canada
|
$344K
|
+$333K
|
+7,539
|
New
|
|
|
13
|
GHP Investment Advisors
Denver,
Colorado
|
$274K
|
+$885
|
+20
|
+0.3%
|
|
|
14
|
Synovus Financial
Columbus,
Georgia
|
$245K
|
+$240K
|
+5,422
|
New
|
|
|
15
|
Kore Private Wealth
New York
|
$238K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$168K
|
+$108K
|
+2,436
|
+193%
|
|
|
17
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$168K
|
+$163K
|
+3,684
|
New
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$156K
|
-$4.56K
|
-103
|
-3%
|
|
|
19
|
Optimum Investment Advisors
Chicago,
Illinois
|
$41K
|
+$39.8K
|
+900
|
New
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$38K
|
–
|
–
|
–
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$37K
|
+$31.8K
|
+719
|
+719%
|
|
|
22
|
RBC Europe
London,
United Kingdom
|
$25.5K
|
–
|
–
|
–
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23K
|
–
|
–
|
–
|
|
|
24
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$23K
|
+$22.1K
|
+500
|
New
|
|
|
25
|
Harbour Investments
Madison,
Wisconsin
|
$18K
|
+$17K
|
+385
|
New
|
|
