|
1
|
C Partners Holding
Zurich,
Switzerland
|
$29.9M
|
–
|
–
|
–
|
|
|
2
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$29M
|
+$5.84M
|
+654,980
|
+23%
|
|
|
3
|
|
$22.8M
|
-$472K
|
-52,950
|
-2%
|
|
|
4
|
Money Design
Tokyo,
Japan
|
$22.4M
|
-$3.13M
|
-350,920
|
-12%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$15.3M
|
-$506K
|
-56,790
|
-3%
|
|
|
6
|
Hollencrest Capital Management
Newport Beach,
California
|
$12.9M
|
+$5.87M
|
+659,390
|
+74%
|
|
|
7
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$11.3M
|
+$2.15M
|
+241,470
|
+22%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.8M
|
-$1.17M
|
-131,540
|
-9%
|
|
|
9
|
Prospector Partners
Guilford,
Connecticut
|
$10.2M
|
+$64.6K
|
+7,250
|
+0.6%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$5.79M
|
-$330K
|
-36,990
|
-5%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$5.05M
|
-$4.83M
|
-542,260
|
-47%
|
|
|
12
|
|
$4.89M
|
+$5.24M
|
+588,170
|
New
|
|
|
13
|
SG Americas Securities
New York
|
$4.07M
|
-$178K
|
-20,000
|
-4%
|
|
|
14
|
Weiss Multi-Strategy Advisers
New York
|
$2.75M
|
+$2.94M
|
+330,410
|
New
|
|
|
15
|
|
$2.26M
|
+$2.43M
|
+272,410
|
New
|
|
|
16
|
Tocqueville Asset Management
New York
|
$2.21M
|
–
|
–
|
–
|
|
|
17
|
Atria Wealth Solutions
New York
|
$1.87M
|
+$18.7K
|
+2,100
|
+0.9%
|
|
|
18
|
Tamar Securities
Woodland Hills,
California
|
$1.87M
|
-$30.2K
|
-3,390
|
-1%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.63M
|
-$287K
|
-32,270
|
-14%
|
|
|
20
|
Ancora Advisors
Cleveland,
Ohio
|
$1.63M
|
-$1.36M
|
-152,250
|
-44%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$1.57M
|
-$896K
|
-100,560
|
-35%
|
|
|
22
|
Waverton Investment Management
London,
United Kingdom
|
$1.24M
|
–
|
–
|
–
|
|
|
23
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$1.14M
|
-$205K
|
-23,000
|
-14%
|
|
|
24
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.14M
|
–
|
–
|
–
|
|
|
25
|
Rockefeller Capital Management
New York
|
$1.13M
|
+$26.7K
|
+3,000
|
+2%
|
|
