|
1
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$1.29M
|
+$1.22M
|
+29,885
|
New
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$1.14M
|
+$1.07M
|
+26,311
|
New
|
|
|
3
|
Silvercrest Asset Management
New York
|
$863K
|
–
|
–
|
–
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$129K
|
–
|
–
|
–
|
|
|
5
|
Belpointe Asset Management
Reno,
Nevada
|
$109K
|
+$103K
|
+2,520
|
New
|
|
|
6
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$63K
|
+$46.6K
|
+1,143
|
+381%
|
|
|
7
|
|
$56K
|
–
|
–
|
–
|
|
|
8
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$54K
|
–
|
–
|
–
|
|
|
9
|
Cordasco Financial Network
Naples,
Florida
|
$36K
|
+$5.3K
|
+130
|
+18%
|
|
|
10
|
Geneos Wealth Management
Englewood,
Colorado
|
$25K
|
–
|
–
|
–
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$11K
|
+$10.7K
|
+263
|
New
|
|
|
12
|
Avior Wealth Management
Omaha,
Nebraska
|
$10K
|
–
|
–
|
–
|
|
|
13
|
Advisornet Financial
Minnetonka,
Minnesota
|
$5K
|
–
|
–
|
–
|
|
|
14
|
|
$2K
|
+$490
|
+12
|
+40%
|
|
|
15
|
American Portfolios Advisors
Holbrook,
New York
|
$518
|
+$490
|
+12
|
New
|
|
|
16
|
Sowell Financial Services
North Little Rock,
Arkansas
|
–
|
-$39K
|
-995
|
Closed
|
|
