|
1
|
Summit Trail Advisors
New York
|
$20.8M
|
-$6.3M
|
-369,305
|
-23%
|
|
|
2
|
Knightsbridge Asset Management
Newport Beach,
California
|
$14.3M
|
-$546K
|
-31,998
|
-4%
|
|
|
3
|
Fielder Capital Group
Nashville,
Tennessee
|
$8.59M
|
+$147K
|
+8,601
|
+2%
|
|
|
4
|
|
$8.09M
|
-$69.5K
|
-4,074
|
-0.8%
|
|
|
5
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$3.7M
|
+$3.75M
|
+220,009
|
New
|
|
|
6
|
Black Maple Capital Management
Milwaukee,
Wisconsin
|
$1.77M
|
–
|
–
|
–
|
|
|
7
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$896K
|
+$442K
|
+25,900
|
+95%
|
|
|
8
|
Brucke Financial
Indianapolis,
Indiana
|
$556K
|
+$564K
|
+33,067
|
New
|
|
|
9
|
Biltmore Family Office
Charlotte,
North Carolina
|
$303K
|
+$31.5K
|
+1,846
|
+11%
|
|
|
10
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$287K
|
+$8.25K
|
+484
|
+3%
|
|
|
11
|
Sharp Financial Services
Horsham,
Pennsylvania
|
$270K
|
+$9.75K
|
+572
|
+4%
|
|
|
12
|
Flatrock Wealth Partners
Newport Beach,
California
|
$270K
|
+$274K
|
+16,055
|
New
|
|
|
13
|
Permanent Capital Management
Chicago,
Illinois
|
$261K
|
-$2.79M
|
-163,700
|
-91%
|
|
|
14
|
Global Endowment Management
Charlotte,
North Carolina
|
$225K
|
–
|
–
|
–
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$186K
|
-$387K
|
-22,677
|
-67%
|
|
|
16
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$179K
|
–
|
–
|
–
|
|
|
17
|
Sankala Group
Lyons,
Colorado
|
$106K
|
+$119K
|
+7,005
|
New
|
|
|
18
|
Ares Financial Consulting
Calabasas,
California
|
$18.8K
|
+$19.1K
|
+1,118
|
New
|
|
|
19
|
Chilton Capital Management
Houston,
Texas
|
$16.8K
|
–
|
–
|
–
|
|
|
20
|
MAI Capital Management
Independence,
Ohio
|
$16K
|
+$16.2K
|
+950
|
New
|
|
|
21
|
Simplex Trading
Chicago,
Illinois
|
$15.2K
|
-$159K
|
-9,328
|
-91%
|
|
|
22
|
ORG Wealth Partners
Dallas,
Texas
|
$14.6K
|
+$375
|
+22
|
+3%
|
|
|
23
|
Battery Global Advisors
Boston,
Massachusetts
|
$9.72K
|
-$2.38M
|
-139,745
|
-100%
|
|
|
24
|
Whittier Trust
South Pasadena,
California
|
$1.83K
|
–
|
–
|
–
|
|
|
25
|
Strive Financial Group
Carmel,
Indiana
|
$1.51K
|
+$1.53K
|
+90
|
New
|
|
