|
1
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$102M
|
+$51.3M
|
+690,914
|
+103%
|
|
|
2
|
|
$56.8M
|
+$16M
|
+215,979
|
+40%
|
|
|
3
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$41.6M
|
+$16.2M
|
+218,819
|
+66%
|
|
|
4
|
|
$24.8M
|
-$4.5M
|
-60,598
|
-16%
|
|
|
5
|
Affinity Wealth Management
Wilmington,
Delaware
|
$11.9M
|
-$521K
|
-7,015
|
-4%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$11.3M
|
+$6.75M
|
+90,977
|
+154%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$7.57M
|
+$1.42M
|
+19,153
|
+24%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$7.31M
|
+$4.11M
|
+55,420
|
+134%
|
|
|
9
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$4.81M
|
+$834K
|
+11,236
|
+21%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$4.65M
|
+$370K
|
+4,985
|
+9%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.48M
|
+$441K
|
+5,947
|
+11%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$4.1M
|
+$1.48M
|
+19,927
|
+58%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.09M
|
+$573K
|
+7,720
|
+23%
|
|
|
14
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$2.81M
|
-$1.15M
|
-15,477
|
-29%
|
|
|
15
|
Cresset Asset Management
Chicago,
Illinois
|
$2.52M
|
+$2.47M
|
+33,319
|
New
|
|
|
16
|
Financial Enhancement Group
Anderson,
Indiana
|
$2.34M
|
-$3.04M
|
-40,914
|
-55%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.34M
|
+$150K
|
+2,027
|
+7%
|
|
|
18
|
Certuity
North Palm Beach,
Florida
|
$1.96M
|
+$1.93M
|
+25,974
|
New
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.7M
|
+$277K
|
+3,728
|
+20%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.43M
|
+$1.41M
|
+18,940
|
New
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$1.3M
|
+$128K
|
+1,730
|
+11%
|
|
|
22
|
Atria Wealth Solutions
New York
|
$1.15M
|
+$37.9K
|
+510
|
+3%
|
|
|
23
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$946K
|
+$251K
|
+3,384
|
+37%
|
|
|
24
|
International Assets Investment Management
Orlando,
Florida
|
$801K
|
-$40.8K
|
-550
|
-5%
|
|
|
25
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$719K
|
-$3.86K
|
-52
|
-0.5%
|
|
