|
1
|
|
$19.6M
|
-$1.33M
|
-139,910
|
-6%
|
|
|
2
|
C Partners Holding
Zurich,
Switzerland
|
$19.4M
|
–
|
–
|
–
|
|
|
3
|
Herr Investment Group
Austin,
Texas
|
$16.1M
|
+$3.36M
|
+354,340
|
+22%
|
|
|
4
|
Hollencrest Capital Management
Newport Beach,
California
|
$16M
|
+$1.04M
|
+109,170
|
+6%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$14M
|
+$260K
|
+27,350
|
+2%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.1M
|
+$590K
|
+62,130
|
+5%
|
|
|
7
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$10.5M
|
-$199K
|
-20,960
|
-2%
|
|
|
8
|
Money Design
Tokyo,
Japan
|
$7.29M
|
-$3.33M
|
-351,370
|
-29%
|
|
|
9
|
Prospector Partners
Guilford,
Connecticut
|
$6.98M
|
+$707K
|
+74,500
|
+10%
|
|
|
10
|
Gradient Investments
Arden Hills,
Minnesota
|
$5.76M
|
+$1.55M
|
+163,120
|
+31%
|
|
|
11
|
SG Americas Securities
New York
|
$4.44M
|
-$94.9K
|
-10,000
|
-2%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$3.18M
|
+$149K
|
+15,670
|
+4%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$2.91M
|
-$1.01M
|
-106,070
|
-23%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$2.91M
|
+$93.6K
|
+9,860
|
+3%
|
|
|
15
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$2.83M
|
-$628K
|
-66,130
|
-16%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$2.31M
|
+$1.28M
|
+134,460
|
+95%
|
|
|
17
|
Citizens Financial Group
Providence,
Rhode Island
|
$1.99M
|
-$3.04K
|
-320
|
-0.1%
|
|
|
18
|
Intrepid Family Office
Sarasota,
Florida
|
$1.88M
|
+$2.14M
|
+225,000
|
New
|
|
|
19
|
Renaissance Technologies
New York
|
$1.75M
|
+$1.54M
|
+162,580
|
+346%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.35M
|
-$143K
|
-15,080
|
-9%
|
|
|
21
|
Atria Wealth Solutions
New York
|
$1.32M
|
+$173K
|
+18,180
|
+13%
|
|
|
22
|
Rockefeller Capital Management
New York
|
$1.11M
|
-$15.2K
|
-1,600
|
-1%
|
|
|
23
|
|
$1.11M
|
-$16.8M
|
-1,769,350
|
-93%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.08M
|
+$8.26K
|
+870
|
+0.7%
|
|
|
25
|
Keel Point
Huntsville,
Alabama
|
$1.06M
|
–
|
–
|
–
|
|
