|
1
|
Tiedemann Advisors
New York
|
$119M
|
+$10.7M
|
+301,439
|
+10%
|
|
|
2
|
IFP Advisors
Tampa,
Florida
|
$4.96M
|
+$521K
|
+14,730
|
+12%
|
|
|
3
|
Financial Enhancement Group
Anderson,
Indiana
|
$962K
|
-$16.9K
|
-479
|
-2%
|
|
|
4
|
|
$746K
|
+$747K
|
+21,115
|
New
|
|
|
5
|
Welch & Forbes
Boston,
Massachusetts
|
$559K
|
–
|
–
|
–
|
|
|
6
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$533K
|
+$502K
|
+14,182
|
+1,576%
|
|
|
7
|
First American Trust
Santa Ana,
California
|
$233K
|
+$234K
|
+6,603
|
New
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$127K
|
+$127K
|
+3,582
|
New
|
|
|
9
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$88K
|
+$48.7K
|
+1,378
|
+123%
|
|
|
10
|
Pathstone Family Office
Englewood,
New Jersey
|
$79K
|
+$141
|
+4
|
+0.2%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18K
|
+$17.7K
|
+500
|
New
|
|
|
12
|
|
$8K
|
–
|
–
|
–
|
|
|
13
|
|
–
|
-$1.43M
|
-41,093
|
Closed
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$342K
|
-9,807
|
Closed
|
|
|
15
|
Advisor Group
Phoenix,
Arizona
|
–
|
-$92K
|
-2,634
|
Closed
|
|
|
16
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
–
|
-$47K
|
-1,336
|
Closed
|
|
