|
1
|
|
$5.21M
|
-$3.7M
|
-69,309
|
-37%
|
|
|
2
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$3.71M
|
+$4.45M
|
+83,424
|
New
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$3.69M
|
-$489K
|
-9,153
|
-10%
|
|
|
4
|
Capital Planning Advisors
Roseville,
California
|
$3.66M
|
-$124K
|
-2,323
|
-3%
|
|
|
5
|
Marotta Asset Management
Charlottesville,
Virginia
|
$3.1M
|
+$51K
|
+956
|
+1%
|
|
|
6
|
Innealta Capital
Austin,
Texas
|
$2.7M
|
-$37.5K
|
-702
|
-1%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.33M
|
+$1.9M
|
+35,651
|
+213%
|
|
|
8
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$2.17M
|
-$31.3K
|
-587
|
-1%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.13M
|
-$184K
|
-3,441
|
-7%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$1.99M
|
-$4.44M
|
-83,168
|
-65%
|
|
|
11
|
Weatherly Asset Management
Del Mar,
California
|
$1.85M
|
+$86.5K
|
+1,620
|
+4%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.57M
|
-$586K
|
-10,971
|
-24%
|
|
|
13
|
SG Americas Securities
New York
|
$1.44M
|
–
|
–
|
–
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$1.18M
|
-$47.1K
|
-882
|
-3%
|
|
|
15
|
Equitable Holdings
New York
|
$859K
|
-$44K
|
-825
|
-4%
|
|
|
16
|
|
$752K
|
-$2.63M
|
-49,258
|
-74%
|
|
|
17
|
Tiedemann Advisors
New York
|
$686K
|
–
|
–
|
–
|
|
|
18
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$677K
|
-$857K
|
-16,060
|
-51%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$633K
|
-$2.33M
|
-43,646
|
-75%
|
|
|
20
|
MGO One Seven
Beachwood,
Ohio
|
$617K
|
+$401K
|
+7,512
|
+118%
|
|
|
21
|
Private Trust Company
Cleveland,
Ohio
|
$405K
|
–
|
–
|
–
|
|
|
22
|
Ballentine Partners
Waltham,
Massachusetts
|
$361K
|
–
|
–
|
–
|
|
|
23
|
SPC Financial Inc
Rockville,
Maryland
|
$294K
|
–
|
–
|
–
|
|
|
24
|
Water Oak Advisors
Winter Park,
Florida
|
$240K
|
+$34.6K
|
+649
|
+14%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$213K
|
-$273K
|
-5,109
|
-52%
|
|
