|
1
|
First Western Trust Bank
Denver,
Colorado
|
$5.34M
|
+$5.55M
|
+577,120
|
New
|
|
|
2
|
Bard Associates
Chicago,
Illinois
|
$1.95M
|
+$74K
|
+7,700
|
+4%
|
|
|
3
|
|
$859K
|
+$892K
|
+92,823
|
New
|
|
|
4
|
Focus Partners Wealth
Boston,
Massachusetts
|
$596K
|
–
|
–
|
–
|
|
|
5
|
Fort Point Capital Partners
San Francisco,
California
|
$559K
|
+$380K
|
+39,585
|
+190%
|
|
|
6
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$393K
|
-$259
|
-27
|
-0.1%
|
|
|
7
|
Willis Investment Counsel
Gainesville,
Georgia
|
$299K
|
+$310K
|
+32,306
|
New
|
|
|
8
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$193K
|
+$200K
|
+20,833
|
New
|
|
|
9
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$171K
|
+$178K
|
+18,515
|
New
|
|
|
10
|
Gabelli Funds
Rye,
New York
|
$157K
|
-$456K
|
-47,500
|
-74%
|
|
|
11
|
North Capital
Salt Lake City,
Utah
|
$112K
|
+$117K
|
+12,152
|
New
|
|
|
12
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$104K
|
+$108K
|
+11,280
|
New
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$92.5K
|
+$96.1K
|
+10,000
|
New
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$43.7K
|
+$4K
|
+416
|
+10%
|
|
|
15
|
|
$19.8K
|
+$20.5K
|
+2,138
|
New
|
|
|
16
|
Tortoise Investment Management
White Plains,
New York
|
$5.55K
|
+$5.77K
|
+600
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1K
|
+$1.37K
|
+143
|
New
|
|
|
18
|
OMERS Administration Corp
Toronto,
Ontario, Canada
|
–
|
-$244K
|
-26,615
|
Closed
|
|
|
19
|
|
–
|
-$183K
|
-20,000
|
Closed
|
|
|
20
|
|
–
|
-$124K
|
-13,564
|
Closed
|
|
