|
1
|
Jordan Park Group
San Francisco,
California
|
$112M
|
+$10.2M
|
+843,270
|
+10%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$104M
|
+$11M
|
+909,910
|
+12%
|
|
|
3
|
Richard Bernstein Advisors
New York
|
$26M
|
+$1.91M
|
+157,650
|
+8%
|
|
|
4
|
|
$5.68M
|
+$5.18M
|
+428,080
|
+864%
|
|
|
5
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$5M
|
–
|
–
|
–
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.66M
|
+$3.72M
|
+307,470
|
New
|
|
|
7
|
|
$2.83M
|
+$2.87M
|
+237,410
|
New
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.1M
|
-$769K
|
-63,600
|
-26%
|
|
|
9
|
First Allied Advisory Services
San Diego,
California
|
$1.88M
|
+$1.9M
|
+156,940
|
New
|
|
|
10
|
Columbus Macro
New Castle,
Pennsylvania
|
$1.84M
|
+$1.87M
|
+154,230
|
New
|
|
|
11
|
Venturi Wealth Management
Austin,
Texas
|
$1.27M
|
-$7.38K
|
-610
|
-0.6%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$722K
|
+$540K
|
+44,620
|
+279%
|
|
|
13
|
Syntal Capital Partners
Midland,
Texas
|
$433K
|
-$1.28M
|
-106,190
|
-74%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$359K
|
+$5.32K
|
+440
|
+1%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$102K
|
+$104K
|
+8,610
|
New
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$42K
|
+$34.2K
|
+2,830
|
+404%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$32K
|
+$32.7K
|
+2,700
|
New
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$16K
|
–
|
–
|
–
|
|
|
19
|
Advisory Services Network
Atlanta,
Georgia
|
$15K
|
-$2.9K
|
-240
|
-16%
|
|
|
20
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$10K
|
–
|
–
|
–
|
|
|
21
|
SignatureFD
Atlanta,
Georgia
|
$6K
|
-$3.51K
|
-290
|
-36%
|
|
|
22
|
|
$2K
|
+$1.57K
|
+130
|
New
|
|
