|
1
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$51.5M
|
+$14.5M
|
+254,926
|
+41%
|
|
|
2
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$43.2M
|
-$21M
|
-371,043
|
-34%
|
|
|
3
|
|
$23.6M
|
-$1.08M
|
-19,004
|
-5%
|
|
|
4
|
|
$23.3M
|
+$6.38M
|
+112,422
|
+40%
|
|
|
5
|
Affinity Wealth Management
Wilmington,
Delaware
|
$7.77M
|
+$7.49M
|
+132,013
|
New
|
|
|
6
|
|
$6.21M
|
+$5.21M
|
+91,869
|
+675%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.53M
|
+$90.7K
|
+1,599
|
+2%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$5.23M
|
+$1.95M
|
+34,298
|
+63%
|
|
|
9
|
Flow Traders U.S.
New York
|
$4.71M
|
+$4.54M
|
+80,129
|
New
|
|
|
10
|
Financial Enhancement Group
Anderson,
Indiana
|
$4.33M
|
-$2.37M
|
-41,746
|
-36%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.78M
|
+$2.29M
|
+40,336
|
+169%
|
|
|
12
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$3.37M
|
-$56.7K
|
-1,000
|
-2%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.85M
|
+$11.9K
|
+209
|
+0.4%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$2.72M
|
+$2.62M
|
+46,178
|
New
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$2.52M
|
+$1.02M
|
+18,024
|
+73%
|
|
|
16
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$2.51M
|
-$142K
|
-2,496
|
-6%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$2.47M
|
+$2.38M
|
+41,951
|
New
|
|
|
18
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$1.72M
|
–
|
–
|
–
|
|
|
19
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$1.52M
|
+$1.46M
|
+25,793
|
New
|
|
|
20
|
Atria Wealth Solutions
New York
|
$1.23M
|
+$739K
|
+13,038
|
+165%
|
|
|
21
|
Cetera Advisors
Denver,
Colorado
|
$869K
|
+$838K
|
+14,774
|
New
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$745K
|
+$265K
|
+4,673
|
+59%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$688K
|
+$663K
|
+11,688
|
New
|
|
|
24
|
Private Advisory Group
Redmond,
Washington
|
$574K
|
+$553K
|
+9,752
|
New
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$557K
|
+$537K
|
+9,464
|
New
|
|
