|
1
|
Tiedemann Advisors
New York
|
$9.39M
|
+$4.9M
|
+262,095
|
+128%
|
|
|
2
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$7.07M
|
-$1.27M
|
-68,070
|
-9%
|
|
|
3
|
|
$2.57M
|
-$1.8M
|
-96,502
|
-41%
|
|
|
4
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$1.32M
|
-$521K
|
-27,900
|
-28%
|
|
|
5
|
|
$898K
|
-$258K
|
-13,825
|
-22%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$704K
|
+$43.1K
|
+2,305
|
+6%
|
|
|
7
|
Telemus Capital
Southfield,
Michigan
|
$349K
|
-$221K
|
-11,850
|
-39%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$56K
|
–
|
–
|
–
|
|
|
9
|
|
$51K
|
–
|
–
|
–
|
|
|
10
|
Whittier Trust
South Pasadena,
California
|
$23K
|
–
|
–
|
–
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14K
|
–
|
–
|
–
|
|
|
12
|
|
$4K
|
-$4.8K
|
-257
|
-57%
|
|
|
13
|
Advisory Services Network
Atlanta,
Georgia
|
$3K
|
–
|
–
|
–
|
|
|
14
|
Efficient Advisors
Mason,
Ohio
|
–
|
-$1.38M
|
-71,779
|
Closed
|
|
|
15
|
Naples Global Advisors
Naples,
Florida
|
–
|
-$1.04M
|
-54,280
|
Closed
|
|
|
16
|
KeyBank National Association
Cleveland,
Ohio
|
–
|
-$362K
|
-18,885
|
Closed
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$233K
|
-12,164
|
Closed
|
|
