|
1
|
|
$162M
|
+$17.2M
|
+129,532
|
+12%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$22.2M
|
-$25.9K
|
-195
|
-0.1%
|
|
|
3
|
Credit Suisse
Zurich,
Switzerland
|
$20.5M
|
-$52.5M
|
-395,338
|
-72%
|
|
|
4
|
|
$17.5M
|
+$518K
|
+3,899
|
+3%
|
|
|
5
|
|
$8.5M
|
+$1.67M
|
+12,540
|
+25%
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$8.19M
|
+$2.08M
|
+15,654
|
+35%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.72M
|
+$2.05M
|
+15,400
|
+37%
|
|
|
8
|
Murphy Capital Management
Bedminster,
New Jersey
|
$6.54M
|
-$223K
|
-1,675
|
-3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$6.37M
|
-$1.46M
|
-10,991
|
-19%
|
|
|
10
|
Lumina Fund Management
New York
|
$4.56M
|
–
|
–
|
–
|
|
|
11
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$4.16M
|
-$6.91K
|
-52
|
-0.2%
|
|
|
12
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$4.04M
|
-$53.2K
|
-400
|
-1%
|
|
|
13
|
Aspiriant Holdings S3
Los Angeles,
California
|
$3.46M
|
-$89.6K
|
-674
|
-3%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.32M
|
+$902K
|
+6,784
|
+38%
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3.31M
|
-$234K
|
-1,760
|
-7%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$3.22M
|
-$32.3K
|
-243
|
-1%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$3.11M
|
+$518K
|
+3,894
|
+20%
|
|
|
18
|
GLG Partners
London,
United Kingdom
|
$2.9M
|
–
|
–
|
–
|
|
|
19
|
Strategic Financial Services
Utica,
New York
|
$2.9M
|
-$55.2K
|
-415
|
-2%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$2.57M
|
-$1.33M
|
-10,008
|
-34%
|
|
|
21
|
Karp Capital Management
Sausalito,
California
|
$2.54M
|
+$367K
|
+2,765
|
+17%
|
|
|
22
|
Williams Jones & Associates
New York
|
$2.21M
|
+$36.5K
|
+275
|
+2%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$2.18M
|
-$611K
|
-4,596
|
-22%
|
|
|
24
|
Boston Research & Management
Manchester,
Massachusetts
|
$2.07M
|
-$55.8K
|
-420
|
-3%
|
|
|
25
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$1.82M
|
+$1.8M
|
+13,526
|
New
|
|
