|
1
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$65.6M
|
+$14.1M
|
+231,065
|
+28%
|
|
|
2
|
|
$27.1M
|
+$2.44M
|
+40,016
|
+10%
|
|
|
3
|
|
$26.1M
|
+$4.07M
|
+66,857
|
+19%
|
|
|
4
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$21.2M
|
-$2.91M
|
-47,771
|
-12%
|
|
|
5
|
Affinity Wealth Management
Wilmington,
Delaware
|
$10.1M
|
+$553K
|
+9,087
|
+6%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$5.15M
|
+$1.21M
|
+19,910
|
+32%
|
|
|
7
|
Financial Enhancement Group
Anderson,
Indiana
|
$5M
|
+$27.3K
|
+448
|
+0.6%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$4.8M
|
-$1.17M
|
-19,172
|
-20%
|
|
|
9
|
|
$4.18M
|
-$4.01M
|
-65,783
|
-49%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.12M
|
+$1.72M
|
+28,208
|
+74%
|
|
|
11
|
Flow Traders U.S.
New York
|
$3.98M
|
+$555K
|
+9,109
|
+17%
|
|
|
12
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$3.31M
|
+$679K
|
+11,146
|
+26%
|
|
|
13
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$3.27M
|
-$281K
|
-4,620
|
-8%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3.02M
|
+$76.4K
|
+1,255
|
+3%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$2.35M
|
+$95.9K
|
+1,574
|
+4%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$1.98M
|
-$62.4K
|
-1,024
|
-3%
|
|
|
17
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$1.91M
|
+$4.69K
|
+77
|
+0.3%
|
|
|
18
|
Certuity
North Palm Beach,
Florida
|
$1.76M
|
+$1.73M
|
+28,403
|
New
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$1.65M
|
-$2.68M
|
-43,968
|
-62%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.19M
|
-$5.4M
|
-88,688
|
-82%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.12M
|
+$1.1M
|
+18,093
|
New
|
|
|
22
|
Atria Wealth Solutions
New York
|
$980K
|
-$367K
|
-6,023
|
-28%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$951K
|
+$929K
|
+15,245
|
+17,324%
|
|
|
24
|
Old Mission Capital
Chicago,
Illinois
|
$805K
|
+$791K
|
+12,981
|
New
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$792K
|
+$50.1K
|
+822
|
+7%
|
|
