|
1
|
|
$208M
|
+$7.17M
|
+189,275
|
+4%
|
|
|
2
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$17.8M
|
–
|
–
|
–
|
|
|
3
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$17.5M
|
+$6.27M
|
+165,566
|
+55%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$14.9M
|
-$4.96M
|
-130,883
|
-25%
|
|
|
5
|
|
$14.2M
|
+$6.97M
|
+184,085
|
+94%
|
|
|
6
|
Prudential plc
London, England,
United Kingdom
|
$13.2M
|
+$13.4M
|
+353,060
|
New
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$12.3M
|
-$876K
|
-23,139
|
-7%
|
|
|
8
|
swisspartners Advisors
Zurich,
Switzerland
|
$7.77M
|
+$153K
|
+4,045
|
+2%
|
|
|
9
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$5.29M
|
+$107K
|
+2,836
|
+2%
|
|
|
10
|
|
$5.23M
|
-$556K
|
-14,676
|
-10%
|
|
|
11
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$4.78M
|
-$3.37M
|
-88,987
|
-41%
|
|
|
12
|
Humankind Investments
New York
|
$3.38M
|
–
|
–
|
–
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$3.04M
|
-$35.2K
|
-929
|
-1%
|
|
|
14
|
Old Mission Capital
Chicago,
Illinois
|
$1.95M
|
+$38.1K
|
+1,006
|
+2%
|
|
|
15
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$1.3M
|
-$17.4K
|
-460
|
-1%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.01M
|
-$1.85M
|
-48,949
|
-64%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$947K
|
+$74.2K
|
+1,959
|
+8%
|
|
|
18
|
Barclays
London,
United Kingdom
|
$820K
|
–
|
–
|
–
|
|
|
19
|
Sierra Capital
Miami,
Florida
|
$751K
|
–
|
–
|
–
|
|
|
20
|
Versant Capital Management
Phoenix,
Arizona
|
$673K
|
–
|
–
|
–
|
|
|
21
|
|
$633K
|
–
|
–
|
–
|
|
|
22
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$554K
|
–
|
–
|
–
|
|
|
23
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$516K
|
+$523K
|
+13,807
|
New
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$480K
|
-$3.11M
|
-82,116
|
-86%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$353K
|
+$89.4K
|
+2,361
|
+33%
|
|
