|
1
|
UBS Group
Zurich,
Switzerland
|
$209M
|
+$5.84M
|
+67,733
|
+3%
|
|
|
2
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$24.1M
|
+$23.6M
|
+274,100
|
New
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.5M
|
+$17.1M
|
+198,991
|
New
|
|
|
4
|
Madison Investment Holdings
Madison,
Wisconsin
|
$16M
|
+$15.7M
|
+181,710
|
New
|
|
|
5
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$8.95M
|
-$1.16M
|
-13,445
|
-12%
|
|
|
6
|
Clal Insurance
Tel-Aviv,
Israel
|
$8.39M
|
-$28.2M
|
-327,757
|
-77%
|
|
|
7
|
|
$7.57M
|
-$3.26M
|
-37,868
|
-31%
|
|
|
8
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$7.03M
|
+$66.2K
|
+768
|
+1%
|
|
|
9
|
Commerce Bank
Kansas City,
Missouri
|
$6.91M
|
-$372K
|
-4,315
|
-5%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$6.42M
|
+$1.79M
|
+20,741
|
+40%
|
|
|
11
|
CIBC World Market
Toronto,
Ontario, Canada
|
$6.34M
|
+$54.8K
|
+636
|
+0.9%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$6.01M
|
-$96.3K
|
-1,118
|
-2%
|
|
|
13
|
Water Oak Advisors
Winter Park,
Florida
|
$5.54M
|
+$1.55M
|
+18,000
|
+40%
|
|
|
14
|
Brinker Capital
Berwyn,
Pennsylvania
|
$5.21M
|
–
|
–
|
–
|
|
|
15
|
Cumberland Advisors
Sarasota,
Florida
|
$5.14M
|
+$644K
|
+7,470
|
+15%
|
|
|
16
|
Robshaw & Julian Associates
Williamsville,
New York
|
$5M
|
-$340K
|
-3,940
|
-15%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$4.79M
|
+$1.62M
|
+18,798
|
+53%
|
|
|
18
|
|
$4.62M
|
–
|
–
|
–
|
|
|
19
|
TBP Advisors
Purchase,
New York
|
$4.38M
|
+$18.1K
|
+210
|
+0.4%
|
|
|
20
|
Credit Suisse
Zurich,
Switzerland
|
$3.88M
|
-$2.79M
|
-32,432
|
-42%
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3.04M
|
+$2.97M
|
+34,412
|
+23,732%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.79M
|
+$360K
|
+4,173
|
+15%
|
|
|
23
|
Stelac Advisory Services
New York
|
$2.71M
|
–
|
–
|
–
|
|
|
24
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.46M
|
–
|
–
|
–
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.3M
|
+$368K
|
+4,266
|
+20%
|
|
