|
1
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$59M
|
+$49.9M
|
+379,156
|
+568%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$16.3M
|
-$955K
|
-7,254
|
-6%
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$15.9M
|
-$11.2M
|
-84,778
|
-41%
|
|
|
4
|
Stifel Financial
St. Louis,
Missouri
|
$14.7M
|
+$1.44M
|
+10,971
|
+11%
|
|
|
5
|
|
$13.9M
|
+$2.25M
|
+17,075
|
+19%
|
|
|
6
|
Mizuho Trust & Banking
Tokyo,
Japan
|
$11.9M
|
+$10.5M
|
+80,000
|
+800%
|
|
|
7
|
GenWealth Group
Maplewood,
New Jersey
|
$11.1M
|
+$1.14M
|
+8,691
|
+12%
|
|
|
8
|
|
$10.6M
|
+$8.37M
|
+63,585
|
+393%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$10.3M
|
-$246K
|
-1,870
|
-2%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$10.1M
|
+$155K
|
+1,179
|
+2%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$9.76M
|
+$1.11M
|
+8,396
|
+13%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.73M
|
+$254K
|
+1,932
|
+3%
|
|
|
13
|
Avalon Capital Management
Port Of Redwood City,
California
|
$7.61M
|
+$7.57M
|
+57,531
|
New
|
|
|
14
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$7.25M
|
+$104K
|
+788
|
+1%
|
|
|
15
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$6.53M
|
+$152K
|
+1,154
|
+2%
|
|
|
16
|
Wolverine Trading
Chicago,
Illinois
|
$6.06M
|
-$722K
|
-5,483
|
-11%
|
|
|
17
|
Wealthcare Capital Management
Richmond,
Virginia
|
$5.21M
|
+$1.34M
|
+10,173
|
+35%
|
|
|
18
|
James Investment Research
Alpha,
Ohio
|
$4.91M
|
-$870K
|
-6,610
|
-15%
|
|
|
19
|
Cambridge Associates
Boston,
Massachusetts
|
$4.25M
|
+$465K
|
+3,535
|
+12%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$3.8M
|
+$21.6K
|
+164
|
+0.6%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$2.84M
|
+$195K
|
+1,478
|
+7%
|
|
|
22
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$2.44M
|
-$390K
|
-2,963
|
-14%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.29M
|
+$1.02M
|
+7,735
|
+80%
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.11M
|
-$1.01M
|
-7,640
|
-32%
|
|
|
25
|
Cardan Capital Partners
Denver,
Colorado
|
$1.96M
|
-$1.82M
|
-13,860
|
-48%
|
|
