|
1
|
|
$27.3M
|
+$26.8M
|
+3,126,860
|
+2,351%
|
|
|
2
|
C Partners Holding
Zurich,
Switzerland
|
$19.4M
|
–
|
–
|
–
|
|
|
3
|
|
$17.8M
|
-$1.82M
|
-212,300
|
-9%
|
|
|
4
|
Hollencrest Capital Management
Newport Beach,
California
|
$16M
|
–
|
–
|
–
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$11.9M
|
-$2.1M
|
-244,260
|
-15%
|
|
|
6
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$11.9M
|
+$11.9M
|
+1,386,700
|
New
|
|
|
7
|
Herr Investment Group
Austin,
Texas
|
$11.6M
|
-$4.69M
|
-546,640
|
-28%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.7M
|
-$395K
|
-46,020
|
-3%
|
|
|
9
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$10.2M
|
-$319K
|
-37,110
|
-3%
|
|
|
10
|
Prospector Partners
Guilford,
Connecticut
|
$7M
|
+$21.5K
|
+2,500
|
+0.3%
|
|
|
11
|
Money Design
Tokyo,
Japan
|
$6.11M
|
-$1.22M
|
-141,720
|
-16%
|
|
|
12
|
Gradient Investments
Arden Hills,
Minnesota
|
$5.51M
|
-$263K
|
-30,610
|
-4%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$5.25M
|
+$3.02M
|
+351,870
|
+127%
|
|
|
14
|
SG Americas Securities
New York
|
$4.94M
|
+$515K
|
+60,000
|
+11%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$2.87M
|
-$314K
|
-36,570
|
-10%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$2.81M
|
-$103K
|
-11,990
|
-3%
|
|
|
17
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$2.72M
|
-$117K
|
-13,610
|
-4%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$2.69M
|
-$220K
|
-25,670
|
-7%
|
|
|
19
|
Intrepid Family Office
Sarasota,
Florida
|
$1.88M
|
–
|
–
|
–
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.54M
|
+$197K
|
+22,900
|
+14%
|
|
|
21
|
Atria Wealth Solutions
New York
|
$1.29M
|
-$35.2K
|
-4,100
|
-3%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.15M
|
+$72K
|
+8,380
|
+6%
|
|
|
23
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.12M
|
+$722K
|
+84,070
|
+167%
|
|
|
24
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.08M
|
+$1.11M
|
+129,740
|
New
|
|
|
25
|
Rockefeller Capital Management
New York
|
$1.08M
|
-$30.4K
|
-3,540
|
-3%
|
|
