|
1
|
Permanens Capital
New York
|
$28.2M
|
+$13.1M
|
+439,636
|
+95%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$20.5M
|
-$894K
|
-29,910
|
-4%
|
|
|
3
|
|
$19.3M
|
+$698K
|
+23,364
|
+4%
|
|
|
4
|
|
$13.3M
|
-$4.96M
|
-165,991
|
-28%
|
|
|
5
|
Evolution Wealth Advisors
Aventura,
Florida
|
$12.6M
|
+$440K
|
+14,711
|
+4%
|
|
|
6
|
|
$10.3M
|
-$523K
|
-17,511
|
-5%
|
|
|
7
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$9.86M
|
+$5.43M
|
+181,794
|
+135%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$9.76M
|
+$7.54M
|
+252,412
|
+418%
|
|
|
9
|
55I LLC
Boston,
Massachusetts
|
$8.32M
|
+$4.09M
|
+136,699
|
+105%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$7.32M
|
-$2.34M
|
-78,441
|
-25%
|
|
|
11
|
M&R Capital Management
Summit,
New Jersey
|
$6.75M
|
-$129K
|
-4,300
|
-2%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$5.26M
|
-$503K
|
-16,824
|
-9%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$4.57M
|
-$2.22M
|
-74,199
|
-34%
|
|
|
14
|
New England Guild Wealth Advisors
Avon,
Connecticut
|
$4.21M
|
+$624K
|
+20,864
|
+18%
|
|
|
15
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$2.95M
|
-$218K
|
-7,306
|
-7%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.28M
|
+$284K
|
+9,512
|
+15%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$2.12M
|
-$1.11M
|
-37,218
|
-36%
|
|
|
18
|
Old Mission Capital
Chicago,
Illinois
|
$2.03M
|
-$5.17M
|
-173,055
|
-73%
|
|
|
19
|
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
$1.95M
|
-$1.89M
|
-63,080
|
-50%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$1.94M
|
-$1.66M
|
-55,434
|
-47%
|
|
|
21
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.5M
|
-$101K
|
-3,387
|
-7%
|
|
|
22
|
MA Private Wealth
San Carlos,
California
|
$1.15M
|
-$150K
|
-5,032
|
-12%
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
$963K
|
-$174K
|
-5,826
|
-16%
|
|
|
24
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$943K
|
-$54.7K
|
-1,830
|
-6%
|
|
|
25
|
|
$924K
|
+$84.7K
|
+2,835
|
+11%
|
|
