|
1
|
Permanens Capital
New York
|
$32.9M
|
-$4.81M
|
-144,779
|
-12%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$17.9M
|
+$494K
|
+14,854
|
+3%
|
|
|
3
|
|
$10.9M
|
-$4.68M
|
-140,842
|
-29%
|
|
|
4
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$10.8M
|
+$70.2K
|
+2,113
|
+0.6%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$10M
|
+$648K
|
+19,489
|
+6%
|
|
|
6
|
55I LLC
Boston,
Massachusetts
|
$9.55M
|
-$50.2K
|
-1,511
|
-0.5%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$7.5M
|
–
|
–
|
–
|
|
|
8
|
|
$6.88M
|
-$156K
|
-4,701
|
-2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$5.72M
|
-$295K
|
-8,874
|
-5%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$5.09M
|
-$125K
|
-3,774
|
-2%
|
|
|
11
|
New England Guild Wealth Advisors
Avon,
Connecticut
|
$4.52M
|
+$81.9K
|
+2,464
|
+2%
|
|
|
12
|
|
$4.1M
|
+$1.32M
|
+39,648
|
+43%
|
|
|
13
|
Sierra Capital
Miami,
Florida
|
$3.92M
|
–
|
–
|
–
|
|
|
14
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.56M
|
-$1.42M
|
-42,828
|
-27%
|
|
|
15
|
Schroder Investment Management Group
London,
United Kingdom
|
$3.29M
|
–
|
–
|
–
|
|
|
16
|
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
$3.03M
|
–
|
–
|
–
|
|
|
17
|
Lazard Asset Management
New York
|
$2.25M
|
+$2.39M
|
+71,912
|
New
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.13M
|
-$624K
|
-18,782
|
-22%
|
|
|
19
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$1.74M
|
-$3.49K
|
-105
|
-0.2%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$1.73M
|
-$365K
|
-10,990
|
-17%
|
|
|
21
|
Flow Traders U.S.
New York
|
$1.62M
|
+$153K
|
+4,617
|
+10%
|
|
|
22
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.5M
|
+$390K
|
+11,739
|
+33%
|
|
|
23
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$1.43M
|
+$94K
|
+2,828
|
+7%
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
$1.19M
|
+$2.19K
|
+66
|
+0.2%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$1.11M
|
+$750K
|
+22,568
|
+177%
|
|
