|
1
|
|
$138M
|
-$9.5M
|
-264,948
|
-6%
|
|
|
2
|
|
$48.9M
|
-$4.9M
|
-136,496
|
-8%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$41.8M
|
-$3.21M
|
-89,638
|
-7%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$37.3M
|
-$2.15M
|
-60,022
|
-5%
|
|
|
5
|
Permanens Capital
New York
|
$32.1M
|
-$4.77M
|
-133,056
|
-12%
|
|
|
6
|
|
$20.5M
|
+$7.03M
|
+195,942
|
+45%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$13.9M
|
-$66.2M
|
-1,845,236
|
-81%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.2M
|
+$663K
|
+18,474
|
+5%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$11.5M
|
-$746K
|
-20,798
|
-6%
|
|
|
10
|
Karp Capital Management
Sausalito,
California
|
$6.6M
|
-$8.4M
|
-234,106
|
-54%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.21M
|
+$185K
|
+5,152
|
+3%
|
|
|
12
|
Private Portfolio Partners
Paramus,
New Jersey
|
$5.84M
|
+$384K
|
+10,720
|
+6%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$5.64M
|
-$1M
|
-28,010
|
-14%
|
|
|
14
|
Lake Street Private Wealth
Chicago,
Illinois
|
$5.5M
|
+$932K
|
+25,980
|
+18%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$5.49M
|
+$2.47M
|
+68,958
|
+70%
|
|
|
16
|
Condor Capital Management
Martinsville,
New Jersey
|
$5.46M
|
+$95.3K
|
+2,658
|
+2%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$5.21M
|
+$178K
|
+4,952
|
+3%
|
|
|
18
|
|
$4.79M
|
–
|
–
|
–
|
|
|
19
|
Conning Inc
Hartford,
Connecticut
|
$4.58M
|
–
|
–
|
–
|
|
|
20
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.51M
|
-$131K
|
-3,650
|
-3%
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$4.38M
|
+$2.34M
|
+65,130
|
+95%
|
|
|
22
|
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
|
$4.32M
|
+$4.72M
|
+131,710
|
New
|
|
|
23
|
Raymond James Trust
St. Petersburg,
Florida
|
$3.68M
|
–
|
–
|
–
|
|
|
24
|
Bank of New York Mellon
New York
|
$3.16M
|
+$22.6K
|
+630
|
+0.7%
|
|
|
25
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$2.74M
|
-$23.8K
|
-664
|
-0.8%
|
|
