|
1
|
|
$33M
|
+$24.6M
|
+1,243,584
|
+255%
|
|
|
2
|
Lazard Asset Management
New York
|
$5.76M
|
+$5.98M
|
+302,200
|
New
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$5.13M
|
+$3.35M
|
+169,200
|
+169%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$4.71M
|
+$3.39M
|
+171,609
|
+228%
|
|
|
5
|
Fiduciary Trust
Boston,
Massachusetts
|
$3.81M
|
+$3.95M
|
+200,000
|
New
|
|
|
6
|
Corrado Advisors
Ramsey,
New Jersey
|
$3.56M
|
+$79.3K
|
+4,009
|
+2%
|
|
|
7
|
Wolverine Asset Management
Chicago,
Illinois
|
$2.96M
|
+$3.07M
|
+155,157
|
New
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$2.36M
|
+$1.58M
|
+80,112
|
+184%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$1.01M
|
+$658K
|
+33,255
|
+166%
|
|
|
10
|
City of London Investment Management
London,
United Kingdom
|
$598K
|
+$621K
|
+31,416
|
New
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$510K
|
+$366K
|
+18,503
|
+224%
|
|
|
12
|
Wedbush Securities
Los Angeles,
California
|
$496K
|
+$515K
|
+26,024
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$324K
|
+$256K
|
+12,950
|
+341%
|
|
|
14
|
Marcum Wealth
Cleveland,
Ohio
|
$286K
|
+$297K
|
+15,000
|
New
|
|
|
15
|
Kestra Private Wealth Services
Austin,
Texas
|
$191K
|
+$198K
|
+10,000
|
New
|
|
|
16
|
Rockefeller Capital Management
New York
|
$151K
|
+$9.93K
|
+502
|
+7%
|
|
|
17
|
Private Ocean
San Rafael,
California
|
$95K
|
+$98.9K
|
+5,000
|
New
|
|
|
18
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$54K
|
+$35.9K
|
+1,814
|
+181%
|
|
|
19
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$46K
|
+$47.4K
|
+2,399
|
New
|
|
|
20
|
Tiedemann Advisors
New York
|
–
|
-$501K
|
-25,000
|
Closed
|
|
