|
1
|
PVG Asset Management
Golden,
Colorado
|
$14.3M
|
+$5.74M
|
+5,899
|
+65%
|
|
|
2
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$13.6M
|
+$7M
|
+7,195
|
+102%
|
|
|
3
|
Sloane Robinson
London,
United Kingdom
|
$4.83M
|
+$4.12M
|
+4,240
|
New
|
|
|
4
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$4.8M
|
+$2.37M
|
+2,440
|
+95%
|
|
|
5
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$1.92M
|
+$1.95M
|
+2,004
|
New
|
|
|
6
|
Chai Trust Company
Chicago,
Illinois
|
$1.62M
|
–
|
–
|
–
|
|
|
7
|
GAMCO Investors
Greenwich,
Connecticut
|
$1.34M
|
-$165K
|
-170
|
-11%
|
|
|
8
|
Bramshill Investments
Naples,
Florida
|
$1.27M
|
+$1.29M
|
+1,328
|
New
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$1.21M
|
+$1.23M
|
+1,268
|
New
|
|
|
10
|
|
$1.05M
|
–
|
–
|
–
|
|
|
11
|
Belpointe Asset Management
Reno,
Nevada
|
$848K
|
+$122K
|
+125
|
+16%
|
|
|
12
|
Centerpoint Advisors
Needham,
Massachusetts
|
$764K
|
+$583K
|
+600
|
+300%
|
|
|
13
|
First Personal Financial Services
Charlotte,
North Carolina
|
$692K
|
+$113K
|
+116
|
+19%
|
|
|
14
|
Wolverine Asset Management
Chicago,
Illinois
|
$645K
|
-$331K
|
-340
|
-33%
|
|
|
15
|
R.H. Bluestein & Co
Birmingham,
Michigan
|
$546K
|
+$243K
|
+250
|
+78%
|
|
|
16
|
|
$517K
|
+$104K
|
+107
|
+25%
|
|
|
17
|
|
$508K
|
+$516K
|
+531
|
New
|
|
|
18
|
WealthShield Partners
Cary,
North Carolina
|
$487K
|
–
|
–
|
–
|
|
|
19
|
WealthSource Partners
San Luis Obispo,
California
|
$478K
|
-$393K
|
-404
|
-45%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$400K
|
-$76.8K
|
-79
|
-16%
|
|
|
21
|
D. Scott Neal
Lexington,
Kentucky
|
$397K
|
–
|
–
|
–
|
|
|
22
|
Terril Brothers
St. Louis,
Missouri
|
$348K
|
–
|
–
|
–
|
|
|
23
|
Tower Research Capital (TRC)
New York
|
$340K
|
-$1.78M
|
-1,831
|
-84%
|
|
|
24
|
Peak Asset Management
Louisville,
Colorado
|
$331K
|
-$19.4K
|
-20
|
-5%
|
|
|
25
|
Essex Financial Services
Essex,
Connecticut
|
$308K
|
–
|
–
|
–
|
|
