|
1
|
C Partners Holding
Zurich,
Switzerland
|
$33M
|
–
|
–
|
–
|
|
|
2
|
Money Design
Tokyo,
Japan
|
$28M
|
-$1.58M
|
-165,450
|
-5%
|
|
|
3
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$26.1M
|
+$26.9M
|
+2,807,600
|
+8,647%
|
|
|
4
|
|
$25.7M
|
+$929K
|
+97,000
|
+4%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$17.4M
|
-$76.7K
|
-8,010
|
-0.4%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.1M
|
+$3.09M
|
+322,440
|
+29%
|
|
|
7
|
Prospector Partners
Guilford,
Connecticut
|
$11.2M
|
+$580K
|
+60,500
|
+5%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$10.6M
|
+$3.13M
|
+326,890
|
+40%
|
|
|
9
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$10.3M
|
+$898K
|
+93,730
|
+9%
|
|
|
10
|
Hollencrest Capital Management
Newport Beach,
California
|
$8.17M
|
+$100K
|
+10,450
|
+1%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$6.73M
|
-$1.24M
|
-129,780
|
-15%
|
|
|
12
|
SG Americas Securities
New York
|
$4.68M
|
-$3.6M
|
-376,220
|
-42%
|
|
|
13
|
Ancora Advisors
Cleveland,
Ohio
|
$3.19M
|
+$613K
|
+63,950
|
+23%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$2.66M
|
+$854K
|
+89,170
|
+44%
|
|
|
15
|
Tocqueville Asset Management
New York
|
$2.44M
|
–
|
–
|
–
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.1M
|
+$183K
|
+19,070
|
+9%
|
|
|
17
|
Tamar Securities
Woodland Hills,
California
|
$2.09M
|
+$418K
|
+43,630
|
+24%
|
|
|
18
|
Atria Wealth Solutions
New York
|
$2.05M
|
+$2.14M
|
+223,110
|
New
|
|
|
19
|
Advisory Services Network
Atlanta,
Georgia
|
$1.64M
|
+$1.71M
|
+178,700
|
New
|
|
|
20
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$1.47M
|
+$1.08M
|
+112,680
|
+237%
|
|
|
21
|
Waverton Investment Management
London,
United Kingdom
|
$1.37M
|
–
|
–
|
–
|
|
|
22
|
Ingalls & Snyder LLC
New York
|
$1.28M
|
–
|
–
|
–
|
|
|
23
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.26M
|
-$135K
|
-14,110
|
-9%
|
|
|
24
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.24M
|
+$306K
|
+31,930
|
+31%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$1.23M
|
+$15.4K
|
+1,610
|
+1%
|
|
