|
1
|
|
$112M
|
+$5.25M
|
+90,091
|
+5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$57.2M
|
-$39.4K
|
-675
|
-0.1%
|
|
|
3
|
Kemnay Advisory Services
New York
|
$40.3M
|
+$37.8M
|
+648,288
|
+7,009%
|
|
|
4
|
|
$32.9M
|
-$19.3M
|
-330,926
|
-38%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$23M
|
+$6.68M
|
+114,538
|
+44%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$17.9M
|
+$469K
|
+8,036
|
+3%
|
|
|
7
|
|
$17.6M
|
-$1.36M
|
-23,272
|
-8%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.4M
|
-$2.4M
|
-41,073
|
-19%
|
|
|
9
|
Permanens Capital
New York
|
$10.2M
|
+$1.59M
|
+27,226
|
+20%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$9.71M
|
+$878K
|
+15,055
|
+11%
|
|
|
11
|
Windsor Creek Advisors
Bethel,
Vermont
|
$8.01M
|
-$334K
|
-5,733
|
-4%
|
|
|
12
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$7.2M
|
-$16.3K
|
-280
|
-0.2%
|
|
|
13
|
London & Capital Asset Management
London,
United Kingdom
|
$7.1M
|
+$6.75M
|
+115,720
|
New
|
|
|
14
|
Credit Suisse
Zurich,
Switzerland
|
$6.71M
|
+$3.96M
|
+67,915
|
+164%
|
|
|
15
|
Marketfield Asset Management
New York
|
$6.31M
|
-$215K
|
-3,682
|
-3%
|
|
|
16
|
Capstone Investment Advisors
New York
|
$6.1M
|
+$5.8M
|
+99,478
|
New
|
|
|
17
|
Raymond James Trust
St. Petersburg,
Florida
|
$5.83M
|
–
|
–
|
–
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$5.3M
|
+$760K
|
+13,031
|
+18%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$4.76M
|
+$131K
|
+2,246
|
+3%
|
|
|
20
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$4.6M
|
+$4.37M
|
+74,956
|
New
|
|
|
21
|
Welch & Forbes
Boston,
Massachusetts
|
$4.43M
|
+$355K
|
+6,083
|
+9%
|
|
|
22
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$4.2M
|
+$262K
|
+4,498
|
+7%
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$4.11M
|
-$159K
|
-2,719
|
-4%
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.82M
|
-$116K
|
-1,997
|
-3%
|
|
|
25
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$3.77M
|
-$55.1K
|
-944
|
-2%
|
|
