|
1
|
|
$83.3M
|
+$19.9M
|
+337,241
|
+30%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$70.1M
|
+$34.2M
|
+578,374
|
+89%
|
|
|
3
|
Bessemer Group
Woodbridge,
New Jersey
|
$34M
|
–
|
–
|
–
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$31.2M
|
+$602K
|
+10,178
|
+2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$16.5M
|
+$5.75M
|
+97,189
|
+51%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.7M
|
+$3.21M
|
+54,295
|
+36%
|
|
|
7
|
Harvest Capital Management
Concord,
New Hampshire
|
$11.6M
|
-$94K
|
-1,590
|
-0.8%
|
|
|
8
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$9.42M
|
+$5.32M
|
+89,931
|
+124%
|
|
|
9
|
Perella Weinberg Partners Capital Management
New York
|
$8.13M
|
-$4.41M
|
-74,508
|
-34%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.56M
|
+$1.37M
|
+23,199
|
+21%
|
|
|
11
|
Eagle Global Advisors
Houston,
Texas
|
$7.53M
|
+$265K
|
+4,488
|
+4%
|
|
|
12
|
Parametric Portfolio Associates
Seattle,
Washington
|
$5.57M
|
-$135K
|
-2,281
|
-2%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$4.25M
|
+$1.42M
|
+23,972
|
+46%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.11M
|
+$1.61M
|
+27,227
|
+61%
|
|
|
15
|
Cannell & Spears
New York
|
$4.06M
|
+$2.26M
|
+38,150
|
+116%
|
|
|
16
|
Braver Wealth Management
Needham,
Massachusetts
|
$4.05M
|
+$4.19M
|
+70,913
|
New
|
|
|
17
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$4.02M
|
+$1.17M
|
+19,715
|
+34%
|
|
|
18
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.9M
|
+$4.2K
|
+71
|
+0.1%
|
|
|
19
|
|
$3.85M
|
+$715K
|
+12,097
|
+22%
|
|
|
20
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$3.73M
|
–
|
–
|
–
|
|
|
21
|
Lombard Odier Transatlantic
Montreal,
Quebec, Canada
|
$3.73M
|
–
|
–
|
–
|
|
|
22
|
|
$3.58M
|
+$1.84M
|
+31,183
|
+99%
|
|
|
23
|
Gemmer Asset Management
Walnut Creek,
California
|
$3.4M
|
–
|
–
|
–
|
|
|
24
|
BB&T Securities
Richmond,
Virginia
|
$3.33M
|
-$407K
|
-6,886
|
-11%
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$3.05M
|
-$1.07M
|
-18,114
|
-25%
|
|
