|
1
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$63.7M
|
-$1.71M
|
-18,656
|
-3%
|
|
|
2
|
|
$38.8M
|
-$1.17M
|
-12,773
|
-3%
|
|
|
3
|
|
$29.1M
|
-$349K
|
-3,821
|
-1%
|
|
|
4
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$27.9M
|
+$145K
|
+1,587
|
+0.5%
|
|
|
5
|
Affinity Wealth Management
Wilmington,
Delaware
|
$14M
|
-$66.4K
|
-726
|
-0.5%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$8.12M
|
-$335K
|
-3,665
|
-4%
|
|
|
7
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$6.76M
|
–
|
–
|
–
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.9M
|
-$152K
|
-1,661
|
-3%
|
|
|
9
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$5.12M
|
+$471K
|
+5,147
|
+11%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$4.63M
|
-$130K
|
-1,425
|
-3%
|
|
|
11
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$4M
|
+$581K
|
+6,356
|
+18%
|
|
|
12
|
Financial Enhancement Group
Anderson,
Indiana
|
$3.38M
|
-$36.6K
|
-400
|
-1%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.02M
|
+$357K
|
+3,908
|
+14%
|
|
|
14
|
Summit Financial
Parsippany,
New Jersey
|
$2.73M
|
-$98.1K
|
-1,073
|
-4%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$2.65M
|
-$426K
|
-4,657
|
-14%
|
|
|
16
|
Certuity
North Palm Beach,
Florida
|
$2.22M
|
–
|
–
|
–
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$2.2M
|
-$612K
|
-6,692
|
-22%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$2.14M
|
+$67.6K
|
+739
|
+3%
|
|
|
19
|
Elevatus Welath Management
Victor,
New York
|
$1.34M
|
+$627K
|
+6,859
|
+93%
|
|
|
20
|
KKM Financial
Chicago,
Illinois
|
$1.25M
|
+$6.68K
|
+73
|
+0.6%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$958K
|
-$114K
|
-1,244
|
-11%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$886K
|
-$55.1K
|
-602
|
-6%
|
|
|
23
|
Laurel Oak Wealth Management
Marlton,
New Jersey
|
$843K
|
+$815K
|
+8,908
|
New
|
|
|
24
|
Next Level Private
Harrison,
New York
|
$804K
|
+$91
|
+1
|
+0%
|
|
|
25
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$748K
|
-$549
|
-6
|
-0.1%
|
|
