|
1
|
Cabot Wealth Management
Salem,
Massachusetts
|
$5.54M
|
-$24.6K
|
-1,661
|
-0.4%
|
|
|
2
|
3EDGE Asset Management
Naples,
Florida
|
$3.6M
|
+$29.6K
|
+2,000
|
+0.8%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$3.09M
|
+$1.85M
|
+125,032
|
+150%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$2.69M
|
-$172K
|
-11,608
|
-6%
|
|
|
5
|
City of London Investment Management
London,
United Kingdom
|
$1.77M
|
+$22.9K
|
+1,550
|
+1%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$1.38M
|
+$113K
|
+7,610
|
+9%
|
|
|
7
|
|
$1.23M
|
-$716K
|
-48,420
|
-37%
|
|
|
8
|
|
$717K
|
-$27.7K
|
-1,871
|
-4%
|
|
|
9
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$605K
|
–
|
–
|
–
|
|
|
10
|
Telemus Capital
Southfield,
Michigan
|
$444K
|
–
|
–
|
–
|
|
|
11
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$362K
|
+$360K
|
+24,364
|
New
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$321K
|
+$144K
|
+9,737
|
+82%
|
|
|
13
|
Lucia Wealth Services
San Diego,
California
|
$257K
|
+$256K
|
+17,290
|
New
|
|
|
14
|
LPL Financial
San Diego,
California
|
$197K
|
+$8.4K
|
+568
|
+4%
|
|
|
15
|
Verition Fund Management
Greenwich,
Connecticut
|
$162K
|
+$161K
|
+10,892
|
New
|
|
|
16
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$127K
|
–
|
–
|
–
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$126K
|
-$7.74M
|
-523,163
|
-98%
|
|
|
18
|
Steward Partners Investment Advisory
New York
|
$86K
|
+$13.3K
|
+897
|
+18%
|
|
|
19
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$26K
|
–
|
–
|
–
|
|
|
20
|
Webster Bank
Waterbury,
Connecticut
|
$23K
|
+$23.4K
|
+1,579
|
New
|
|
|
21
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$19K
|
+$917
|
+62
|
+5%
|
|
|
22
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$18K
|
–
|
–
|
–
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15K
|
–
|
–
|
–
|
|
|
24
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$14K
|
+$14.3K
|
+970
|
New
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$8K
|
-$221K
|
-14,926
|
-97%
|
|
