|
1
|
Summit Trail Advisors
New York
|
$21.2M
|
+$3M
|
+193,608
|
+16%
|
|
|
2
|
Knightsbridge Asset Management
Newport Beach,
California
|
$14.2M
|
+$1.67M
|
+107,429
|
+13%
|
|
|
3
|
Fielder Capital Group
Nashville,
Tennessee
|
$9.5M
|
+$2.02M
|
+130,308
|
+26%
|
|
|
4
|
|
$7.91M
|
+$811K
|
+52,279
|
+11%
|
|
|
5
|
Black Maple Capital Management
Milwaukee,
Wisconsin
|
$2.08M
|
+$543K
|
+35,000
|
+33%
|
|
|
6
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$1.36M
|
-$1.99M
|
-128,011
|
-58%
|
|
|
7
|
Battery Global Advisors
Boston,
Massachusetts
|
$1.14M
|
+$1.2M
|
+77,037
|
+962,963%
|
|
|
8
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$988K
|
+$209K
|
+13,500
|
+25%
|
|
|
9
|
Brucke Financial
Indianapolis,
Indiana
|
$587K
|
+$102K
|
+6,553
|
+20%
|
|
|
10
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$321K
|
+$71.4K
|
+4,600
|
+27%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$297K
|
+$140K
|
+8,998
|
+81%
|
|
|
12
|
Sharp Financial Services
Horsham,
Pennsylvania
|
$271K
|
+$34.5K
|
+2,224
|
+14%
|
|
|
13
|
Biltmore Family Office
Charlotte,
North Carolina
|
$264K
|
-$3.1K
|
-200
|
-1%
|
|
|
14
|
Flatrock Wealth Partners
Newport Beach,
California
|
$238K
|
–
|
–
|
–
|
|
|
15
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$158K
|
–
|
–
|
–
|
|
|
16
|
Sankala Group
Lyons,
Colorado
|
$123K
|
+$18.5K
|
+1,191
|
+17%
|
|
|
17
|
Resolute Advisors
San Francisco,
California
|
$45.9K
|
+$48.1K
|
+3,100
|
New
|
|
|
18
|
Simplex Trading
Chicago,
Illinois
|
$31.3K
|
+$18.8K
|
+1,209
|
+134%
|
|
|
19
|
Ares Financial Consulting
Calabasas,
California
|
$16.7K
|
–
|
–
|
–
|
|
|
20
|
Chilton Capital Management
Houston,
Texas
|
$14.8K
|
–
|
–
|
–
|
|
|
21
|
ORG Wealth Partners
Dallas,
Texas
|
$12.9K
|
–
|
–
|
–
|
|
|
22
|
Whittier Trust
South Pasadena,
California
|
$1.56K
|
–
|
–
|
–
|
|
|
23
|
Strive Financial Group
Carmel,
Indiana
|
$1K
|
–
|
–
|
–
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$610
|
–
|
–
|
–
|
|
|
25
|
Permanent Capital Management
Chicago,
Illinois
|
–
|
-$261K
|
-15,540
|
Closed
|
|
