|
1
|
|
$37.3M
|
+$28.1M
|
+376,005
|
+350%
|
|
|
2
|
Credit Suisse
Zurich,
Switzerland
|
$9.34M
|
-$770K
|
-10,311
|
-8%
|
|
|
3
|
|
$8.79M
|
+$6.7M
|
+89,744
|
+371%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$8.48M
|
-$825K
|
-11,050
|
-9%
|
|
|
5
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$7.05M
|
+$253K
|
+3,393
|
+4%
|
|
|
6
|
Commerce Bank
Kansas City,
Missouri
|
$6.73M
|
-$250K
|
-3,340
|
-4%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$3.79M
|
+$81K
|
+1,085
|
+2%
|
|
|
8
|
Robshaw & Julian Associates
Williamsville,
New York
|
$3.69M
|
-$24.3K
|
-325
|
-1%
|
|
|
9
|
|
$3.49M
|
-$6.45M
|
-86,387
|
-66%
|
|
|
10
|
|
$3.2M
|
+$35.9K
|
+480
|
+1%
|
|
|
11
|
TBP Advisors
Purchase,
New York
|
$3.11M
|
+$18.7K
|
+250
|
+0.6%
|
|
|
12
|
Stelac Advisory Services
New York
|
$2.2M
|
-$75.2K
|
-1,007
|
-3%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$1.71M
|
-$262K
|
-3,504
|
-14%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.4M
|
-$168K
|
-2,252
|
-11%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.17M
|
-$973K
|
-13,027
|
-46%
|
|
|
16
|
Gerald L. Ray & Associates
Dallas,
Texas
|
$1.09M
|
+$224K
|
+3,004
|
+27%
|
|
|
17
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$1.01M
|
+$982K
|
+13,150
|
New
|
|
|
18
|
GAM Holding
Zurich,
Switzerland
|
$619K
|
+$600K
|
+8,031
|
New
|
|
|
19
|
|
$600K
|
–
|
–
|
–
|
|
|
20
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$559K
|
+$134K
|
+1,800
|
+33%
|
|
|
21
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$527K
|
-$117K
|
-1,563
|
-19%
|
|
|
22
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$493K
|
-$307K
|
-4,106
|
-39%
|
|
|
23
|
|
$489K
|
-$148K
|
-1,978
|
-24%
|
|
|
24
|
|
$399K
|
+$110K
|
+1,478
|
+40%
|
|
|
25
|
Brown Advisory
Baltimore,
Maryland
|
$365K
|
–
|
–
|
–
|
|
