|
1
|
|
$6.25M
|
-$161K
|
-2,856
|
-2%
|
|
|
2
|
Vontobel Holding
Zurich,
Switzerland
|
$3.88M
|
+$7.54K
|
+134
|
+0.2%
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.82M
|
+$831K
|
+14,761
|
+26%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.88M
|
+$3.02M
|
+53,666
|
New
|
|
|
5
|
|
$2.76M
|
+$1.63M
|
+28,938
|
+128%
|
|
|
6
|
Avantax Advisory Services
Dallas,
Texas
|
$2.4M
|
+$2.52M
|
+44,747
|
New
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$2.16M
|
+$2.26M
|
+40,191
|
New
|
|
|
8
|
Courier Capital
Buffalo,
New York
|
$1.73M
|
-$630K
|
-11,184
|
-26%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$1.38M
|
-$33.9K
|
-602
|
-2%
|
|
|
10
|
Silvercrest Asset Management
New York
|
$1.3M
|
-$42.3K
|
-751
|
-3%
|
|
|
11
|
EP Wealth Advisors
Torrance,
California
|
$1.23M
|
–
|
–
|
–
|
|
|
12
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$963K
|
+$35.6K
|
+632
|
+4%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$831K
|
-$48.9K
|
-868
|
-5%
|
|
|
14
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$803K
|
-$352K
|
-6,251
|
-29%
|
|
|
15
|
CastleKeep Investment Advisors
Westport,
Connecticut
|
$780K
|
+$38.1K
|
+677
|
+5%
|
|
|
16
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$721K
|
–
|
–
|
–
|
|
|
17
|
Drum Hill Capital
Westport,
Connecticut
|
$666K
|
+$699K
|
+12,416
|
New
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$523K
|
+$549K
|
+9,755
|
New
|
|
|
19
|
LPL Financial
San Diego,
California
|
$401K
|
-$130K
|
-2,303
|
-24%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$389K
|
+$54.2K
|
+962
|
+15%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$288K
|
+$10.3K
|
+183
|
+4%
|
|
|
22
|
Allie Family Office
Miami,
Florida
|
$286K
|
–
|
–
|
–
|
|
|
23
|
GHP Investment Advisors
Denver,
Colorado
|
$277K
|
–
|
–
|
–
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$262K
|
+$275K
|
+4,884
|
New
|
|
|
25
|
Financial Alternatives
La Jolla,
California
|
$234K
|
–
|
–
|
–
|
|
