|
1
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$50M
|
-$27.1M
|
-390,114
|
-37%
|
|
|
2
|
|
$40.1M
|
+$7.97M
|
+114,720
|
+27%
|
|
|
3
|
|
$29.1M
|
-$3.34M
|
-48,076
|
-11%
|
|
|
4
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$24.9M
|
-$591K
|
-8,505
|
-2%
|
|
|
5
|
Affinity Wealth Management
Wilmington,
Delaware
|
$12.3M
|
+$99.1K
|
+1,426
|
+0.9%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$6.07M
|
+$264K
|
+3,802
|
+5%
|
|
|
7
|
Financial Enhancement Group
Anderson,
Indiana
|
$5.47M
|
-$75.7K
|
-1,090
|
-1%
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$4.76M
|
+$3.52M
|
+50,620
|
+390%
|
|
|
9
|
|
$4.51M
|
-$495K
|
-7,119
|
-11%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$4.41M
|
+$1.47M
|
+21,180
|
+56%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$4.24M
|
+$1.72M
|
+24,759
|
+78%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3.99M
|
+$317K
|
+4,568
|
+9%
|
|
|
13
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$3.94M
|
-$2.5K
|
-36
|
-0.1%
|
|
|
14
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$3.93M
|
-$60.2K
|
-866
|
-2%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$3.1M
|
-$2.89M
|
-41,570
|
-50%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$2.56M
|
+$541K
|
+7,788
|
+29%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.49M
|
-$2.31M
|
-33,255
|
-50%
|
|
|
18
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$2.31M
|
–
|
–
|
–
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.16M
|
+$752K
|
+10,817
|
+60%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.4M
|
+$237K
|
+3,413
|
+22%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$1.16M
|
+$186K
|
+2,684
|
+21%
|
|
|
22
|
Atria Wealth Solutions
New York
|
$1.11M
|
-$69.9K
|
-1,006
|
-6%
|
|
|
23
|
International Assets Investment Management
Orlando,
Florida
|
$827K
|
–
|
–
|
–
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$810K
|
+$299K
|
+4,303
|
+66%
|
|
|
25
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$717K
|
-$139
|
-2
|
-0%
|
|
