|
1
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$1.15M
|
-$165K
|
-3,662
|
-12%
|
|
|
2
|
Silvercrest Asset Management
New York
|
$874K
|
–
|
–
|
–
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$861K
|
+$273K
|
+6,065
|
+44%
|
|
|
4
|
|
$289K
|
-$303K
|
-6,730
|
-50%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$134K
|
+$5.17K
|
+115
|
+4%
|
|
|
6
|
Belpointe Asset Management
Reno,
Nevada
|
$110K
|
–
|
–
|
–
|
|
|
7
|
|
$57K
|
–
|
–
|
–
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$52K
|
–
|
–
|
–
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$47K
|
–
|
–
|
–
|
|
|
10
|
Cordasco Financial Network
Naples,
Florida
|
$37K
|
–
|
–
|
–
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$27K
|
–
|
–
|
–
|
|
|
12
|
High Net Worth Advisory Group
Naples,
Florida
|
$26K
|
+$27K
|
+600
|
New
|
|
|
13
|
Huntington National Bank
Columbus,
Ohio
|
$22K
|
–
|
–
|
–
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
$15K
|
-$10.6K
|
-235
|
-40%
|
|
|
15
|
Advisornet Financial
Minnetonka,
Minnesota
|
$5K
|
–
|
–
|
–
|
|
|
16
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$4K
|
+$4.5K
|
+100
|
New
|
|
|
17
|
|
$1K
|
–
|
–
|
–
|
|
|
18
|
American Portfolios Advisors
Holbrook,
New York
|
$525
|
–
|
–
|
–
|
|
|
19
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
–
|
-$217K
|
-4,571
|
Closed
|
|
