|
1
|
Bank of America
Charlotte,
North Carolina
|
$26.6M
|
+$11M
|
+652,062
|
+66%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$9.8M
|
+$5.68M
|
+335,977
|
+127%
|
|
|
3
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$8.78M
|
+$5.71M
|
+338,043
|
+166%
|
|
|
4
|
Renaissance Technologies
New York
|
$6.29M
|
+$4.1M
|
+242,600
|
+167%
|
|
|
5
|
Requisite Capital Management
Dallas,
Texas
|
$6.08M
|
+$606K
|
+35,843
|
+11%
|
|
|
6
|
Callodine Capital Management
Boston,
Massachusetts
|
$5.48M
|
-$47.4K
|
-2,805
|
-0.8%
|
|
|
7
|
Keebeck Wealth Management
Chicago,
Illinois
|
$3.71M
|
+$2.27M
|
+134,130
|
+142%
|
|
|
8
|
HB Wealth Management
Atlanta,
Georgia
|
$2.8M
|
+$1.29M
|
+76,250
|
+79%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$2.3M
|
-$40.8K
|
-2,416
|
-2%
|
|
|
10
|
Centric Wealth Management
Chicago,
Illinois
|
$2.23M
|
+$1.12M
|
+66,350
|
+93%
|
|
|
11
|
Confluence Investment Management
St. Louis,
Missouri
|
$1.79M
|
+$11.5K
|
+678
|
+0.6%
|
|
|
12
|
Summit Trail Advisors
New York
|
$1.77M
|
+$898K
|
+53,155
|
+100%
|
|
|
13
|
SlateStone Wealth
Jupiter,
Florida
|
$1.67M
|
+$794K
|
+46,997
|
+84%
|
|
|
14
|
|
$1.67M
|
+$585K
|
+34,633
|
+51%
|
|
|
15
|
Pathstone Holdings
Englewood,
New Jersey
|
$1.66M
|
+$865K
|
+51,223
|
+100%
|
|
|
16
|
MAI Capital Management
Independence,
Ohio
|
$1.42M
|
+$1.48M
|
+87,755
|
New
|
|
|
17
|
Equitec Proprietary Markets
Chicago,
Illinois
|
$1.32M
|
+$1.37M
|
+81,332
|
New
|
|
|
18
|
Franklin Resources
San Mateo,
California
|
$1.27M
|
+$349K
|
+20,665
|
+36%
|
|
|
19
|
|
$1.19M
|
+$1.07M
|
+63,041
|
+628%
|
|
|
20
|
Cresset Asset Management
Chicago,
Illinois
|
$1.04M
|
+$1.05M
|
+62,360
|
New
|
|
|
21
|
Millennium Management
New York
|
$819K
|
-$203K
|
-12,031
|
-19%
|
|
|
22
|
|
$688K
|
+$254K
|
+15,061
|
+55%
|
|
|
23
|
Accelerate Investment Advisors
Aliso Viejo,
California
|
$678K
|
+$707K
|
+41,828
|
New
|
|
|
24
|
Magnus Financial Group
New York
|
$637K
|
+$164K
|
+9,684
|
+33%
|
|
|
25
|
|
$635K
|
-$66.2K
|
-3,921
|
-9%
|
|
