|
1
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$51M
|
+$15.4M
|
+214,410
|
+45%
|
|
|
2
|
|
$11.4M
|
-$527K
|
-7,322
|
-5%
|
|
|
3
|
Xponance
Philadelphia,
Pennsylvania
|
$7.37M
|
+$7.15M
|
+99,371
|
New
|
|
|
4
|
3EDGE Asset Management
Naples,
Florida
|
$5.2M
|
+$5.05M
|
+70,200
|
New
|
|
|
5
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$3.93M
|
+$3.81M
|
+53,000
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$3.78M
|
-$2.21M
|
-30,675
|
-38%
|
|
|
7
|
Cavalier Investments
Alpharetta,
Georgia
|
$2.68M
|
+$2.6M
|
+36,150
|
New
|
|
|
8
|
|
$1.67M
|
+$532K
|
+7,401
|
+49%
|
|
|
9
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.47M
|
-$49.7K
|
-691
|
-3%
|
|
|
10
|
Victory Capital Management
San Antonio,
Texas
|
$1.38M
|
+$1.34M
|
+18,586
|
New
|
|
|
11
|
S&CO Inc
Boston,
Massachusetts
|
$1.11M
|
–
|
–
|
–
|
|
|
12
|
HSBC Holdings
London,
United Kingdom
|
$1.05M
|
–
|
–
|
–
|
|
|
13
|
Cornerstone Financial Partners
Huntersville,
North Carolina
|
$930K
|
+$127K
|
+1,772
|
+17%
|
|
|
14
|
Roundview Capital
Princeton,
New Jersey
|
$859K
|
+$833K
|
+11,575
|
New
|
|
|
15
|
Morgens Waterfall Vintiadis & Co
New York
|
$836K
|
+$1.08M
|
+15,000
|
New
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$799K
|
+$565K
|
+7,850
|
+269%
|
|
|
17
|
Northern Trust
Chicago,
Illinois
|
$556K
|
–
|
–
|
–
|
|
|
18
|
Cumberland Advisors
Sarasota,
Florida
|
$522K
|
-$5.75K
|
-80
|
-1%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$509K
|
-$8.41K
|
-117
|
-2%
|
|
|
20
|
KeyBank National Association
Cleveland,
Ohio
|
$476K
|
+$462K
|
+6,421
|
New
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$405K
|
-$150K
|
-2,090
|
-28%
|
|
|
22
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$368K
|
+$54.4K
|
+757
|
+18%
|
|
|
23
|
|
$363K
|
–
|
–
|
–
|
|
|
24
|
Moors & Cabot
Boston,
Massachusetts
|
$305K
|
–
|
–
|
–
|
|
|
25
|
Alpine Global Management
New York
|
$282K
|
+$273K
|
+3,800
|
New
|
|
