|
1
|
Jordan Park Group
San Francisco,
California
|
$100M
|
+$1.99M
|
+96,002
|
+2%
|
|
|
2
|
Summit Trail Advisors
New York
|
$33.5M
|
+$10.5M
|
+505,106
|
+48%
|
|
|
3
|
Knightsbridge Asset Management
Newport Beach,
California
|
$15.1M
|
+$5.74M
|
+277,250
|
+66%
|
|
|
4
|
|
$5.74M
|
+$2.17M
|
+104,967
|
+65%
|
|
|
5
|
Battery Global Advisors
Boston,
Massachusetts
|
$2.21M
|
+$275K
|
+13,300
|
+15%
|
|
|
6
|
Global Endowment Management
Charlotte,
North Carolina
|
$1.1M
|
+$212K
|
+10,230
|
+25%
|
|
|
7
|
Palo Alto Wealth Advisors
Palo Alto,
California
|
$776K
|
-$260K
|
-12,553
|
-27%
|
|
|
8
|
Clayton Partners
Berkeley,
California
|
$737K
|
–
|
–
|
–
|
|
|
9
|
Bienville Capital Management
New York
|
$692K
|
–
|
–
|
–
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$649K
|
+$624K
|
+30,109
|
+3,010,900%
|
|
|
11
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$417K
|
-$102K
|
-4,925
|
-20%
|
|
|
12
|
Sharp Financial Services
Horsham,
Pennsylvania
|
$360K
|
+$60.7K
|
+2,932
|
+21%
|
|
|
13
|
Lane Generational
Dover,
Massachusetts
|
$275K
|
–
|
–
|
–
|
|
|
14
|
Kerrisdale Advisers
Miami,
Florida
|
$209K
|
+$201K
|
+9,689
|
New
|
|
|
15
|
|
$31.6K
|
-$118K
|
-5,680
|
-79%
|
|
|
16
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$28K
|
–
|
–
|
–
|
|
|
17
|
ORG Wealth Partners
Dallas,
Texas
|
$17.6K
|
+$16.9K
|
+814
|
New
|
|
|
18
|
Spire Wealth Management
Mclean,
Virginia
|
$4.85K
|
+$4.66K
|
+225
|
New
|
|
|
19
|
ORG Partners
Roanoke,
Indiana
|
$1.08K
|
-$15.9K
|
-766
|
-94%
|
|
|
20
|
Whittier Trust
South Pasadena,
California
|
$1.08K
|
+$1.03K
|
+50
|
New
|
|
|
21
|
Simplex Trading
Chicago,
Illinois
|
$1K
|
-$89.3K
|
-4,313
|
-99%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$647
|
+$621
|
+30
|
New
|
|
|
23
|
Clear Point Advisors
Melville,
New York
|
$92
|
–
|
–
|
–
|
|
|
24
|
Clarity Capital Partners
Newport Beach,
California
|
–
|
-$783K
|
-34,925
|
Closed
|
|
|
25
|
|
–
|
-$773K
|
-34,482
|
Closed
|
|
