|
1
|
|
$186M
|
+$192M
|
+12,181,352
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$70.1M
|
+$46.7M
|
+2,955,661
|
+180%
|
|
|
3
|
Merit Financial Group
Alpharetta,
Georgia
|
$26.5M
|
+$27.4M
|
+1,738,174
|
New
|
|
|
4
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$14.2M
|
+$6.15M
|
+389,317
|
+72%
|
|
|
5
|
Requisite Capital Management
Dallas,
Texas
|
$13.2M
|
+$7.53M
|
+476,938
|
+130%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$8.27M
|
-$994K
|
-62,954
|
-10%
|
|
|
7
|
Keebeck Wealth Management
Chicago,
Illinois
|
$6.3M
|
+$2.75M
|
+173,882
|
+76%
|
|
|
8
|
Callodine Capital Management
Boston,
Massachusetts
|
$5.15M
|
–
|
–
|
–
|
|
|
9
|
Renaissance Technologies
New York
|
$4.49M
|
-$1.47M
|
-93,200
|
-24%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$3.6M
|
+$1.49M
|
+94,447
|
+67%
|
|
|
11
|
Franklin Resources
San Mateo,
California
|
$3.41M
|
+$2.3M
|
+145,637
|
+187%
|
|
|
12
|
Pathstone Holdings
Englewood,
New Jersey
|
$3.1M
|
+$1.59M
|
+100,427
|
+98%
|
|
|
13
|
HB Wealth Management
Atlanta,
Georgia
|
$3M
|
+$383K
|
+24,226
|
+14%
|
|
|
14
|
|
$2.52M
|
+$988K
|
+62,546
|
+61%
|
|
|
15
|
Centric Wealth Management
Chicago,
Illinois
|
$2.47M
|
+$380K
|
+24,049
|
+17%
|
|
|
16
|
SlateStone Wealth
Jupiter,
Florida
|
$2.33M
|
+$789K
|
+49,972
|
+48%
|
|
|
17
|
|
$2.18M
|
+$1.11M
|
+70,027
|
+96%
|
|
|
18
|
Millennium Management
New York
|
$2.05M
|
+$1.33M
|
+83,950
|
+166%
|
|
|
19
|
Equitec Proprietary Markets
Chicago,
Illinois
|
$1.86M
|
+$642K
|
+40,666
|
+50%
|
|
|
20
|
Cresset Asset Management
Chicago,
Illinois
|
$1.46M
|
+$492K
|
+31,182
|
+50%
|
|
|
21
|
MAI Capital Management
Independence,
Ohio
|
$1.34M
|
+$1.97K
|
+125
|
+0.1%
|
|
|
22
|
Inscription Capital
Houston,
Texas
|
$1.24M
|
+$1.28M
|
+81,132
|
New
|
|
|
23
|
|
$1.1M
|
+$465K
|
+29,426
|
+69%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$1.09M
|
+$835K
|
+52,853
|
+283%
|
|
|
25
|
Accelerate Investment Advisors
Aliso Viejo,
California
|
$957K
|
+$330K
|
+20,915
|
+50%
|
|
