|
1
|
Tiedemann Advisors
New York
|
$171M
|
+$74.3M
|
+2,241,461
|
+66%
|
|
|
2
|
IFP Advisors
Tampa,
Florida
|
$3.79M
|
-$479K
|
-14,462
|
-10%
|
|
|
3
|
|
$1.96M
|
+$2.15M
|
+64,995
|
New
|
|
|
4
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$1.9M
|
+$2.07M
|
+62,319
|
New
|
|
|
5
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$984K
|
+$1.08M
|
+32,736
|
New
|
|
|
6
|
Financial Enhancement Group
Anderson,
Indiana
|
$962K
|
–
|
–
|
–
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$957K
|
+$1.05M
|
+31,822
|
New
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$713K
|
+$786K
|
+23,707
|
New
|
|
|
9
|
|
$633K
|
-$2.12K
|
-64
|
-0.3%
|
|
|
10
|
Summit Trail Advisors
New York
|
$545K
|
+$593K
|
+17,886
|
New
|
|
|
11
|
Welch & Forbes
Boston,
Massachusetts
|
$475K
|
–
|
–
|
–
|
|
|
12
|
LPL Financial
San Diego,
California
|
$319K
|
+$352K
|
+10,618
|
New
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$232K
|
+$253K
|
+7,641
|
New
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$180K
|
-$302K
|
-9,110
|
-60%
|
|
|
15
|
Global Retirement Partners
San Rafael,
California
|
$141K
|
+$155K
|
+4,685
|
New
|
|
|
16
|
Advisor Group
Phoenix,
Arizona
|
$113K
|
+$125K
|
+3,758
|
New
|
|
|
17
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$75K
|
–
|
–
|
–
|
|
|
18
|
Pathstone Family Office
Englewood,
New Jersey
|
$68K
|
+$928
|
+28
|
+1%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$51K
|
-$62.1K
|
-1,873
|
-52%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19K
|
+$4.24K
|
+128
|
+26%
|
|
|
21
|
|
$7K
|
–
|
–
|
–
|
|
|
22
|
First American Trust
Santa Ana,
California
|
–
|
-$233K
|
-6,603
|
Closed
|
|
