|
1
|
Corient Private Wealth
Miami,
Florida
|
$56.7M
|
+$72.2M
|
+3,862,217
|
New
|
|
|
2
|
Syon Capital
San Francisco,
California
|
$6.56M
|
+$8.35M
|
+446,818
|
New
|
|
|
3
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$3.68M
|
+$4.77M
|
+254,937
|
New
|
|
|
4
|
Stifel Financial
St. Louis,
Missouri
|
$3.29M
|
+$4.18M
|
+223,804
|
New
|
|
|
5
|
Senvest Management
New York
|
$2.92M
|
+$3.72M
|
+198,879
|
New
|
|
|
6
|
|
$2.79M
|
+$3.55M
|
+190,000
|
New
|
|
|
7
|
|
$2.09M
|
+$2.66M
|
+142,213
|
New
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$1.72M
|
+$2.19M
|
+117,064
|
New
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.64M
|
+$2.09M
|
+111,637
|
New
|
|
|
10
|
Resolute Advisors
San Francisco,
California
|
$869K
|
+$1.11M
|
+59,200
|
New
|
|
|
11
|
AWM Capital
Phoenix,
Arizona
|
$730K
|
+$930K
|
+49,722
|
New
|
|
|
12
|
Freestone Capital Holdings
Seattle,
Washington
|
$722K
|
+$919K
|
+49,172
|
New
|
|
|
13
|
|
$715K
|
+$910K
|
+48,679
|
New
|
|
|
14
|
Levin Capital Strategies
New York
|
$667K
|
+$850K
|
+45,469
|
New
|
|
|
15
|
Hollencrest Capital Management
Newport Beach,
California
|
$548K
|
+$697K
|
+37,300
|
New
|
|
|
16
|
|
$475K
|
+$604K
|
+32,329
|
New
|
|
|
17
|
Parallel Advisors
San Francisco,
California
|
$457K
|
+$581K
|
+31,100
|
New
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$431K
|
+$549K
|
+29,380
|
New
|
|
|
19
|
Summit Trail Advisors
New York
|
$329K
|
+$419K
|
+22,418
|
New
|
|
|
20
|
Brown Advisory
Baltimore,
Maryland
|
$304K
|
+$387K
|
+20,700
|
New
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$256K
|
+$326K
|
+17,431
|
New
|
|
|
22
|
Summit Financial
Parsippany,
New Jersey
|
$244K
|
+$311K
|
+16,608
|
New
|
|
|
23
|
IEQ Capital
Foster City,
California
|
$232K
|
+$296K
|
+15,832
|
New
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$52.3K
|
+$66.7K
|
+3,565
|
New
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$50.6K
|
+$64.5K
|
+3,450
|
New
|
|
