|
1
|
|
$43.5M
|
-$4.22M
|
-40,136
|
-8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$22.1M
|
-$8.37M
|
-79,702
|
-26%
|
|
|
3
|
Wharton Business Group
Malvern,
Pennsylvania
|
$16M
|
-$121K
|
-1,150
|
-0.7%
|
|
|
4
|
|
$4.92M
|
+$1.15M
|
+10,912
|
+27%
|
|
|
5
|
Bessemer Group
Woodbridge,
New Jersey
|
$4.14M
|
+$4.52M
|
+43,070
|
New
|
|
|
6
|
Prudential Financial
Newark,
New Jersey
|
$4.12M
|
-$30.9K
|
-294
|
-0.8%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.83M
|
-$415K
|
-3,955
|
-9%
|
|
|
8
|
Fisher Asset Management
Camas,
Washington
|
$3.8M
|
-$88.6K
|
-843
|
-2%
|
|
|
9
|
Slow Capital
Greenbrae,
California
|
$3.08M
|
-$266K
|
-2,533
|
-7%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$1.9M
|
-$180K
|
-1,711
|
-8%
|
|
|
11
|
Sentinel Trust
Houston,
Texas
|
$1.81M
|
–
|
–
|
–
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$1.64M
|
+$65.7K
|
+625
|
+4%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$1.44M
|
+$539K
|
+5,129
|
+52%
|
|
|
14
|
Sunflower Bank
Dallas,
Texas
|
$1.08M
|
-$1.59M
|
-15,147
|
-57%
|
|
|
15
|
|
$955K
|
+$76.4K
|
+727
|
+8%
|
|
|
16
|
NTV Asset Management
Charleston,
West Virginia
|
$923K
|
–
|
–
|
–
|
|
|
17
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$890K
|
-$131K
|
-1,244
|
-12%
|
|
|
18
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$785K
|
+$525
|
+5
|
+0.1%
|
|
|
19
|
Atria Wealth Solutions
New York
|
$750K
|
-$15.8K
|
-150
|
-2%
|
|
|
20
|
Vontobel Holding
Zurich,
Switzerland
|
$721K
|
+$263K
|
+2,500
|
+50%
|
|
|
21
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$617K
|
+$420
|
+4
|
+0.1%
|
|
|
22
|
Laidlaw Wealth Management
New York City,
New York
|
$584K
|
–
|
–
|
–
|
|
|
23
|
|
$582K
|
-$5M
|
-47,573
|
-89%
|
|
|
24
|
Miracle Mile Advisors
Los Angeles,
California
|
$558K
|
-$3.15K
|
-30
|
-0.5%
|
|
|
25
|
Baker Avenue Asset Management
San Francisco,
California
|
$515K
|
-$487K
|
-4,636
|
-46%
|
|
