|
1
|
UBS Group
Zurich,
Switzerland
|
$27.1M
|
+$7.34M
|
+217,355
|
+38%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$17.5M
|
-$2.66M
|
-78,827
|
-13%
|
|
|
3
|
|
$16.7M
|
+$469K
|
+13,888
|
+3%
|
|
|
4
|
|
$14.8M
|
-$6.08K
|
-180
|
-0%
|
|
|
5
|
BTR Capital Management
Oakland,
California
|
$11.5M
|
-$130K
|
-3,849
|
-1%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.3M
|
+$1.59M
|
+46,979
|
+19%
|
|
|
7
|
Round Table Services
Westfield,
New Jersey
|
$8.81M
|
+$1.15M
|
+33,957
|
+15%
|
|
|
8
|
Destination Wealth Management
Walnut Creek,
California
|
$8.55M
|
+$8.43M
|
+249,545
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$8.54M
|
-$358K
|
-10,611
|
-4%
|
|
|
10
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$7.33M
|
+$147K
|
+4,353
|
+2%
|
|
|
11
|
Banco de Sabadell
Miami,
Florida
|
$6.82M
|
+$6.42M
|
+190,021
|
+1,929%
|
|
|
12
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$6.49M
|
+$6.4M
|
+189,500
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.98M
|
+$1.37M
|
+40,568
|
+30%
|
|
|
14
|
Oppenheimer & Co
New York
|
$5.77M
|
+$567K
|
+16,800
|
+11%
|
|
|
15
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$5.2M
|
+$4.3M
|
+127,311
|
+523%
|
|
|
16
|
Jackson Financial Management
Costa Mesa,
California
|
$4.47M
|
+$258K
|
+7,645
|
+6%
|
|
|
17
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$4.25M
|
+$31.2K
|
+924
|
+0.8%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.19M
|
-$311K
|
-9,215
|
-7%
|
|
|
19
|
West Family Investments
Carlsbad,
California
|
$4M
|
–
|
–
|
–
|
|
|
20
|
Edelman Financial Services
Fairfax,
Virginia
|
$3.88M
|
-$347K
|
-10,273
|
-8%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.84M
|
-$10.6K
|
-313
|
-0.3%
|
|
|
22
|
Appleton Partners
Boston,
Massachusetts
|
$3.67M
|
+$118K
|
+3,490
|
+3%
|
|
|
23
|
Amundi Asset Management US
Boston,
Massachusetts
|
$3.53M
|
–
|
–
|
–
|
|
|
24
|
|
$3.51M
|
+$26.4K
|
+783
|
+0.8%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.02M
|
+$705K
|
+20,893
|
+31%
|
|
