|
1
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$21.8M
|
-$6.11M
|
-185,167
|
-22%
|
|
|
2
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$21.8M
|
-$5.85M
|
-177,267
|
-21%
|
|
|
3
|
|
$6.6M
|
+$478K
|
+14,505
|
+8%
|
|
|
4
|
|
$5.06M
|
+$1.12M
|
+33,953
|
+29%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$4.69M
|
+$2.67M
|
+80,808
|
+136%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$4M
|
-$775K
|
-23,493
|
-16%
|
|
|
7
|
Private Ocean
San Rafael,
California
|
$2.64M
|
+$2.6M
|
+78,765
|
New
|
|
|
8
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$2.55M
|
-$12.5K
|
-378
|
-0.5%
|
|
|
9
|
Clear Investment Research
Alpharetta,
Georgia
|
$2.33M
|
-$320K
|
-9,705
|
-12%
|
|
|
10
|
Optimum Investment Advisors
Chicago,
Illinois
|
$2.2M
|
–
|
–
|
–
|
|
|
11
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$2.12M
|
-$1.1M
|
-33,500
|
-35%
|
|
|
12
|
Foresight Wealth Management
Draper,
Utah
|
$1.48M
|
+$1.46M
|
+44,342
|
New
|
|
|
13
|
Paracle Advisors
Mercer Island,
Washington
|
$1.09M
|
+$35.5K
|
+1,075
|
+3%
|
|
|
14
|
|
$1.07M
|
-$10.5M
|
-317,256
|
-91%
|
|
|
15
|
|
$1.07M
|
-$627K
|
-19,018
|
-37%
|
|
|
16
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.06M
|
+$1.05M
|
+31,774
|
New
|
|
|
17
|
|
$1.06M
|
-$64.2K
|
-1,948
|
-6%
|
|
|
18
|
Flow Traders U.S.
New York
|
$990K
|
+$488K
|
+14,809
|
+100%
|
|
|
19
|
Strategic Wealth Partners
Independence,
Ohio
|
$979K
|
-$236K
|
-7,170
|
-20%
|
|
|
20
|
IndexIQ Advisors
New York
|
$899K
|
+$386K
|
+11,718
|
+78%
|
|
|
21
|
Lattice Strategies
Wayne,
Pennsylvania
|
$876K
|
-$3.46K
|
-105
|
-0.4%
|
|
|
22
|
V Wealth Advisors
Overland Park,
Kansas
|
$760K
|
+$51.6K
|
+1,565
|
+8%
|
|
|
23
|
Valmark Advisers
Akron,
Ohio
|
$646K
|
-$125K
|
-3,788
|
-16%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$467K
|
+$12.1K
|
+366
|
+3%
|
|
|
25
|
Arden Trust
Wilmington,
Delaware
|
$428K
|
-$65.8K
|
-1,995
|
-13%
|
|
