|
26
|
Geneos Wealth Management
Englewood,
Colorado
|
$965K
|
–
|
–
|
–
|
|
|
27
|
HSBC Holdings
London,
United Kingdom
|
$964K
|
-$265K
|
-13,496
|
Closed
|
|
|
28
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$935K
|
-$272K
|
-13,858
|
-22%
|
|
|
29
|
Schonfeld Strategic Advisors
New York
|
$901K
|
+$919K
|
+46,750
|
New
|
|
|
30
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$800K
|
–
|
–
|
–
|
|
|
31
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$750K
|
+$25.3K
|
+1,288
|
+3%
|
|
|
32
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$724K
|
-$138K
|
-7,000
|
-16%
|
|
|
33
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$687K
|
–
|
–
|
–
|
|
|
34
|
Stelac Advisory Services
New York
|
$670K
|
-$413K
|
-21,008
|
-38%
|
|
|
35
|
|
$656K
|
-$237K
|
-12,079
|
-26%
|
|
|
36
|
Citadel Advisors
Miami,
Florida
|
$650K
|
+$663K
|
+33,751
|
New
|
|
|
37
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$578K
|
–
|
–
|
–
|
|
|
38
|
Zurich Cantonal Bank
Zurich,
Switzerland
|
$576K
|
-$25.6K
|
-1,305
|
-4%
|
|
|
39
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$562K
|
–
|
–
|
–
|
|
|
40
|
Bank of America
Charlotte,
North Carolina
|
$553K
|
+$16.9K
|
+860
|
+3%
|
|
|
41
|
Rockefeller Capital Management
New York
|
$508K
|
-$6.88K
|
-350
|
-1%
|
|
|
42
|
Global Endowment Management
Charlotte,
North Carolina
|
$507K
|
–
|
–
|
–
|
|
|
43
|
Florin Court Capital
London,
United Kingdom
|
$454K
|
-$1.1M
|
-56,205
|
-70%
|
|
|
44
|
Telos Capital Management
San Diego,
California
|
$435K
|
+$4.46K
|
+227
|
+1%
|
|
|
45
|
Envestnet Asset Management
Chicago,
Illinois
|
$432K
|
-$7.02K
|
-357
|
-2%
|
|
|
46
|
Bank Pictet & Cie (Asia)
Singapore
|
$392K
|
-$11.3K
|
-575
|
-3%
|
|
|
47
|
Mercer Global Advisors
Denver,
Colorado
|
$373K
|
+$380K
|
+19,346
|
New
|
|
|
48
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$370K
|
+$226K
|
+11,519
|
+160%
|
|
|
49
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$368K
|
–
|
–
|
–
|
|
|
50
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$329K
|
+$60.5K
|
+3,079
|
+22%
|
|
