|
26
|
Stelac Advisory Services
New York
|
$1.16M
|
+$30.3K
|
+1,560
|
+3%
|
|
|
27
|
NVWM LLC
Yardley,
Pennsylvania
|
$1.09M
|
-$9.77K
|
-504
|
-1%
|
|
|
28
|
Axiom Investors
Greenwich,
Connecticut
|
$1.08M
|
–
|
–
|
–
|
|
|
29
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.05M
|
–
|
–
|
–
|
|
|
30
|
|
$959K
|
+$430K
|
+22,153
|
+92%
|
|
|
31
|
Credit Suisse
Zurich,
Switzerland
|
$936K
|
+$872K
|
+44,984
|
New
|
|
|
32
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$926K
|
-$14.5K
|
-750
|
-2%
|
|
|
33
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$863K
|
–
|
–
|
–
|
|
|
34
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$782K
|
+$2.21K
|
+114
|
+0.3%
|
|
|
35
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$741K
|
–
|
–
|
–
|
|
|
36
|
Zurich Cantonal Bank
Zurich,
Switzerland
|
$639K
|
+$603K
|
+31,101
|
New
|
|
|
37
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$624K
|
–
|
–
|
–
|
|
|
38
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$606K
|
–
|
–
|
–
|
|
|
39
|
Bank of America
Charlotte,
North Carolina
|
$580K
|
-$763K
|
-39,359
|
-59%
|
|
|
40
|
Rockefeller Capital Management
New York
|
$556K
|
–
|
–
|
–
|
|
|
41
|
Global Endowment Management
Charlotte,
North Carolina
|
$547K
|
–
|
–
|
–
|
|
|
42
|
Envestnet Asset Management
Chicago,
Illinois
|
$473K
|
+$441K
|
+22,762
|
New
|
|
|
43
|
Telos Capital Management
San Diego,
California
|
$465K
|
-$123K
|
-6,337
|
-22%
|
|
|
44
|
Bank Pictet & Cie (Asia)
Singapore
|
$435K
|
+$53.3K
|
+2,751
|
+15%
|
|
|
45
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$397K
|
–
|
–
|
–
|
|
|
46
|
NWAM LLC
Mercer Island,
Washington
|
$328K
|
+$78.9K
|
+4,068
|
+35%
|
|
|
47
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$324K
|
+$302K
|
+15,570
|
New
|
|
|
48
|
Integrated Advisors Network
Dallas,
Texas
|
$321K
|
–
|
–
|
–
|
|
|
49
|
Caprock Group
Boise,
Idaho
|
$306K
|
–
|
–
|
–
|
|
|
50
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$303K
|
–
|
–
|
–
|
|
