|
1
|
Jordan Park Group
San Francisco,
California
|
$127M
|
+$480K
|
+15,860
|
+0.4%
|
|
|
2
|
Summit Trail Advisors
New York
|
$43.4M
|
+$4.5M
|
+148,569
|
+11%
|
|
|
3
|
Knightsbridge Asset Management
Newport Beach,
California
|
$20.4M
|
–
|
–
|
–
|
|
|
4
|
|
$6.31M
|
-$922K
|
-30,461
|
-12%
|
|
|
5
|
Palo Alto Wealth Advisors
Palo Alto,
California
|
$1.76M
|
+$222K
|
+7,325
|
+14%
|
|
|
6
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.34M
|
+$1.42M
|
+46,820
|
New
|
|
|
7
|
Global Endowment Management
Charlotte,
North Carolina
|
$1.17M
|
–
|
–
|
–
|
|
|
8
|
Clayton Partners
Berkeley,
California
|
$1.12M
|
+$3.93K
|
+130
|
+0.3%
|
|
|
9
|
Proficio Capital Partners
Newton,
Massachusetts
|
$1.12M
|
–
|
–
|
–
|
|
|
10
|
Clarity Capital Partners
Newport Beach,
California
|
$995K
|
+$192K
|
+6,331
|
+22%
|
|
|
11
|
Bienville Capital Management
New York
|
$920K
|
+$971K
|
+32,100
|
New
|
|
|
12
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$684K
|
+$77K
|
+2,545
|
+12%
|
|
|
13
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$503K
|
+$531K
|
+17,560
|
New
|
|
|
14
|
NKCFO LLC
Geneva,
Illinois
|
$487K
|
–
|
–
|
–
|
|
|
15
|
Sharp Financial Services
Horsham,
Pennsylvania
|
$423K
|
+$79.1K
|
+2,614
|
+21%
|
|
|
16
|
Lane Generational
Dover,
Massachusetts
|
$393K
|
–
|
–
|
–
|
|
|
17
|
|
$278K
|
+$294K
|
+9,713
|
New
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$278K
|
+$293K
|
+9,688
|
New
|
|
|
19
|
|
$256K
|
–
|
–
|
–
|
|
|
20
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$71K
|
-$197K
|
-6,500
|
-72%
|
|
|
21
|
Clear Point Advisors
Melville,
New York
|
$2.32K
|
-$53.6K
|
-1,770
|
-91%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$29
|
-$46.9K
|
-1,549
|
-100%
|
|
|
23
|
Battery Global Advisors
Boston,
Massachusetts
|
–
|
-$1.14M
|
-37,721
|
Closed
|
|
|
24
|
Riverwater Partners
Milwaukee,
Wisconsin
|
–
|
-$630K
|
-20,900
|
Closed
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$496K
|
-16,464
|
Closed
|
|
