|
1
|
|
$162M
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$69.4M
|
+$9.33M
|
+614,393
|
+13%
|
|
|
3
|
Merit Financial Group
Alpharetta,
Georgia
|
$23.2M
|
–
|
–
|
–
|
|
|
4
|
Pathstone Holdings
Englewood,
New Jersey
|
$19.3M
|
+$18.9M
|
+1,243,181
|
+613%
|
|
|
5
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$14.1M
|
+$1.94M
|
+128,061
|
+14%
|
|
|
6
|
Requisite Capital Management
Dallas,
Texas
|
$10.4M
|
-$1.3M
|
-85,766
|
-10%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$7.03M
|
-$149K
|
-9,807
|
-2%
|
|
|
8
|
|
$6.05M
|
+$6.75M
|
+444,283
|
+4,652%
|
|
|
9
|
Callodine Capital Management
Boston,
Massachusetts
|
$5.33M
|
+$946K
|
+62,270
|
+18%
|
|
|
10
|
Keebeck Wealth Management
Chicago,
Illinois
|
$4.7M
|
-$905K
|
-59,615
|
-15%
|
|
|
11
|
Franklin Resources
San Mateo,
California
|
$4.11M
|
+$1.28M
|
+84,563
|
+38%
|
|
|
12
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$3.64M
|
+$4.15M
|
+273,610
|
New
|
|
|
13
|
HB Wealth Management
Atlanta,
Georgia
|
$2.93M
|
+$359K
|
+23,619
|
+12%
|
|
|
14
|
|
$2.86M
|
+$743K
|
+48,945
|
+30%
|
|
|
15
|
AG Asset Advisory
Los Angeles,
California
|
$2.71M
|
+$3.09M
|
+203,300
|
New
|
|
|
16
|
Renaissance Technologies
New York
|
$2.11M
|
-$2.06M
|
-135,941
|
-46%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$2.1M
|
-$1.19M
|
-78,104
|
-33%
|
|
|
18
|
Centric Wealth Management
Chicago,
Illinois
|
$2.06M
|
-$278K
|
-18,300
|
-11%
|
|
|
19
|
SlateStone Wealth
Jupiter,
Florida
|
$2M
|
-$46.3K
|
-3,051
|
-2%
|
|
|
20
|
Equitec Proprietary Markets
Chicago,
Illinois
|
$1.63M
|
–
|
–
|
–
|
|
|
21
|
CF Capital
Cohasset,
Massachusetts
|
$1.33M
|
+$1.52M
|
+100,000
|
New
|
|
|
22
|
Cresset Asset Management
Chicago,
Illinois
|
$1.28M
|
–
|
–
|
–
|
|
|
23
|
Millennium Management
New York
|
$1.11M
|
-$780K
|
-51,344
|
-38%
|
|
|
24
|
Inscription Capital
Houston,
Texas
|
$1.08M
|
–
|
–
|
–
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$1.06M
|
+$122K
|
+8,036
|
+11%
|
|
