|
1
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$3.77M
|
+$620K
|
+42,593
|
+21%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.16M
|
+$2.06M
|
+141,317
|
+7,383%
|
|
|
3
|
Old Mission Capital
Chicago,
Illinois
|
$1.58M
|
+$1.12M
|
+76,757
|
+277%
|
|
|
4
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$1.16M
|
+$14.5K
|
+998
|
+1%
|
|
|
5
|
Cetera Advisor Networks
El Segundo,
California
|
$1M
|
+$32.2K
|
+2,213
|
+3%
|
|
|
6
|
Beaumont Capital Management
Boston,
Massachusetts
|
$592K
|
–
|
–
|
–
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$343K
|
–
|
–
|
–
|
|
|
8
|
LPL Financial
San Diego,
California
|
$320K
|
-$201K
|
-13,830
|
-39%
|
|
|
9
|
|
$241K
|
-$6.66K
|
-458
|
-3%
|
|
|
10
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$231K
|
–
|
–
|
–
|
|
|
11
|
Prudential plc
London, England,
United Kingdom
|
$189K
|
+$123K
|
+8,420
|
+204%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$140K
|
-$40.1K
|
-2,757
|
-23%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$134K
|
-$29.9K
|
-2,055
|
-19%
|
|
|
14
|
Principal Securities
Des Moines,
Iowa
|
$50.3K
|
+$48.6K
|
+3,337
|
New
|
|
|
15
|
Harbour Investments
Madison,
Wisconsin
|
$19.8K
|
–
|
–
|
–
|
|
|
16
|
4Thought Financial Group
Syosset,
New York
|
$15.4K
|
-$218
|
-15
|
-1%
|
|
|
17
|
Hollencrest Capital Management
Newport Beach,
California
|
$14.7K
|
–
|
–
|
–
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$12K
|
+$8.15K
|
+560
|
+235%
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.87K
|
–
|
–
|
–
|
|
|
20
|
Custom Portfolio Group
Englewood,
Colorado
|
$2.07K
|
+$1.96K
|
+135
|
New
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$9
|
–
|
–
|
–
|
|
|
22
|
|
–
|
-$2.75M
|
-189,095
|
Closed
|
|
|
23
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
–
|
-$182K
|
-12,531
|
Closed
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$9.7K
|
-665
|
Closed
|
|
|
25
|
|
–
|
-$2.62K
|
-180
|
Closed
|
|
