|
1
|
Permanens Capital
New York
|
$73.2M
|
+$3.14M
|
+83,749
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$21.4M
|
-$941K
|
-25,104
|
-4%
|
|
|
3
|
|
$18.7M
|
+$194K
|
+5,183
|
+1%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$13.7M
|
+$9.39M
|
+250,496
|
+1,253%
|
|
|
5
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$12.9M
|
+$165K
|
+4,405
|
+1%
|
|
|
6
|
55I LLC
Boston,
Massachusetts
|
$11.6M
|
-$250K
|
-6,662
|
-2%
|
|
|
7
|
Avidian Wealth Enterprises
Houston,
Texas
|
$9.69M
|
+$686K
|
+18,311
|
+8%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$9.01M
|
-$876K
|
-23,386
|
-9%
|
|
|
9
|
New England Guild Wealth Advisors
Avon,
Connecticut
|
$8.61M
|
+$2.18M
|
+58,062
|
+34%
|
|
|
10
|
|
$8.56M
|
+$4.98K
|
+133
|
+0.1%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$7.07M
|
+$888K
|
+23,685
|
+14%
|
|
|
12
|
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
$6.97M
|
+$1.26M
|
+33,490
|
+22%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$5.48M
|
+$1.71M
|
+45,696
|
+46%
|
|
|
14
|
Sierra Capital
Miami,
Florida
|
$4.81M
|
+$10.9K
|
+291
|
+0.2%
|
|
|
15
|
Flow Traders U.S.
New York
|
$4.12M
|
+$1.31M
|
+35,040
|
+47%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.34M
|
+$35.6K
|
+950
|
+1%
|
|
|
17
|
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
$3.25M
|
-$645K
|
-17,225
|
-17%
|
|
|
18
|
M&R Capital Management
Summit,
New Jersey
|
$3M
|
-$314K
|
-8,381
|
-10%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$2.6M
|
-$321K
|
-8,578
|
-11%
|
|
|
20
|
|
$2.5M
|
+$1.65M
|
+44,067
|
+197%
|
|
|
21
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$1.77M
|
+$1.77M
|
+47,134
|
New
|
|
|
22
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.71M
|
-$82.5K
|
-2,202
|
-5%
|
|
|
23
|
Old Mission Capital
Chicago,
Illinois
|
$1.5M
|
-$686K
|
-18,305
|
-31%
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
$1.49M
|
-$9.14K
|
-244
|
-0.6%
|
|
|
25
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$1.38M
|
+$562
|
+15
|
+0%
|
|
