|
1
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$29.8M
|
-$5.11M
|
-145,328
|
-15%
|
|
|
2
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$29.8M
|
-$5.11M
|
-145,328
|
-15%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$8.18M
|
+$2.94M
|
+83,675
|
+58%
|
|
|
4
|
|
$7.42M
|
+$387K
|
+10,996
|
+6%
|
|
|
5
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$4.62M
|
+$4.54M
|
+129,208
|
New
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$3.96M
|
+$2.36M
|
+67,242
|
+157%
|
|
|
7
|
Royal Fund Management
Lady Lake,
Florida
|
$3M
|
+$429K
|
+12,211
|
+17%
|
|
|
8
|
Clear Investment Research
Alpharetta,
Georgia
|
$2.81M
|
-$230K
|
-6,554
|
-9%
|
|
|
9
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$2.32M
|
-$234K
|
-6,651
|
-9%
|
|
|
10
|
Foresight Wealth Management
Draper,
Utah
|
$1.99M
|
+$35.4K
|
+1,008
|
+2%
|
|
|
11
|
Flow Traders U.S.
New York
|
$1.54M
|
+$260K
|
+7,390
|
+21%
|
|
|
12
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$1.53M
|
-$52.8K
|
-1,500
|
-3%
|
|
|
13
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.16M
|
-$2.39K
|
-68
|
-0.2%
|
|
|
14
|
Paracle Advisors
Mercer Island,
Washington
|
$1.14M
|
+$1.37K
|
+39
|
+0.1%
|
|
|
15
|
V Wealth Advisors
Overland Park,
Kansas
|
$1.05M
|
–
|
–
|
–
|
|
|
16
|
IndexIQ Advisors
New York
|
$886K
|
+$14K
|
+398
|
+2%
|
|
|
17
|
|
$843K
|
+$430K
|
+12,226
|
+109%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$755K
|
-$10.7K
|
-303
|
-1%
|
|
|
19
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$645K
|
–
|
–
|
–
|
|
|
20
|
|
$636K
|
-$7.6K
|
-216
|
-1%
|
|
|
21
|
|
$557K
|
+$337K
|
+9,575
|
+162%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$547K
|
-$35
|
-1
|
-0%
|
|
|
23
|
Valmark Advisers
Akron,
Ohio
|
$502K
|
-$95K
|
-2,700
|
-16%
|
|
|
24
|
Davenport & Co
Richmond,
Virginia
|
$454K
|
+$444K
|
+12,625
|
New
|
|
|
25
|
Whittier Trust
South Pasadena,
California
|
$366K
|
–
|
–
|
–
|
|
