|
1
|
Lazard Asset Management
New York
|
$15.8M
|
+$696K
|
+11,045
|
+5%
|
|
|
2
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$11M
|
+$270K
|
+4,290
|
+3%
|
|
|
3
|
|
$10.9M
|
-$3.05M
|
-48,378
|
-23%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$10.7M
|
+$894K
|
+14,189
|
+10%
|
|
|
5
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$9.11M
|
+$8.73M
|
+138,670
|
New
|
|
|
6
|
|
$7.96M
|
+$481K
|
+7,639
|
+7%
|
|
|
7
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$7.21M
|
-$353K
|
-5,612
|
-5%
|
|
|
8
|
Barclays
London,
United Kingdom
|
$7.17M
|
+$5.98M
|
+94,900
|
+616%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.07M
|
+$6.25M
|
+99,179
|
+1,173%
|
|
|
10
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5.78M
|
+$2.08M
|
+33,000
|
+60%
|
|
|
11
|
|
$5.41M
|
+$4.64M
|
+73,741
|
+862%
|
|
|
12
|
|
$4.52M
|
+$102K
|
+1,618
|
+2%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.36M
|
+$3.32M
|
+52,728
|
+385%
|
|
|
14
|
AMP Capital Investors
Sydney,
Australia
|
$2.12M
|
–
|
–
|
–
|
|
|
15
|
SG Americas Securities
New York
|
$1.7M
|
+$1.63M
|
+25,933
|
New
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$1.59M
|
-$3.51M
|
-55,743
|
-70%
|
|
|
17
|
HSBC Holdings
London,
United Kingdom
|
$1.45M
|
-$38.4K
|
-610
|
-3%
|
|
|
18
|
NTV Asset Management
Charleston,
West Virginia
|
$1.41M
|
–
|
–
|
–
|
|
|
19
|
LPL Financial
San Diego,
California
|
$1.01M
|
-$310K
|
-4,927
|
-25%
|
|
|
20
|
Focused Wealth Management
Newburgh,
New York
|
$913K
|
+$876K
|
+13,902
|
New
|
|
|
21
|
Quantum Capital Management (California)
San Francisco,
California
|
$634K
|
-$33K
|
-524
|
-5%
|
|
|
22
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$554K
|
-$7.56K
|
-120
|
-1%
|
|
|
23
|
Nomura Asset Management
Tokyo,
Japan
|
$381K
|
–
|
–
|
–
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$297K
|
+$99.5K
|
+1,579
|
+54%
|
|
|
25
|
Pillar Pacific Capital Management
Pacifica,
California
|
$243K
|
-$40K
|
-635
|
-15%
|
|
