|
1
|
Lazard Asset Management
New York
|
$39.4M
|
+$664K
|
+25,317
|
+2%
|
|
|
2
|
Beta Wealth Group
San Diego,
California
|
$18.7M
|
+$547K
|
+20,868
|
+3%
|
|
|
3
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$11.2M
|
+$7.09M
|
+270,448
|
+190%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$10.5M
|
+$54.2K
|
+2,067
|
+0.5%
|
|
|
5
|
Hartford Financial Management
Hartford,
Connecticut
|
$7.02M
|
+$1.33M
|
+50,798
|
+24%
|
|
|
6
|
Berkeley Inc
Boise,
Idaho
|
$3.63M
|
-$158K
|
-6,035
|
-4%
|
|
|
7
|
|
$2.17M
|
+$1.85M
|
+70,662
|
+746%
|
|
|
8
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
$2.06M
|
+$190K
|
+7,242
|
+10%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$933K
|
-$377K
|
-14,383
|
-29%
|
|
|
10
|
Capital Investment Advisors
Atlanta,
Georgia
|
$815K
|
+$790K
|
+30,150
|
New
|
|
|
11
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$526K
|
+$113K
|
+4,314
|
+29%
|
|
|
12
|
Orcam Financial Group
Encinitas,
California
|
$351K
|
+$105K
|
+4,000
|
+44%
|
|
|
13
|
Broyhill Asset Management
Charlotte,
North Carolina
|
$303K
|
–
|
–
|
–
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$254K
|
-$97.2K
|
-3,708
|
-28%
|
|
|
15
|
Parallel Advisors
San Francisco,
California
|
$153K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$39.8K
|
-$59.7K
|
-2,279
|
-61%
|
|
|
17
|
Caprock Group
Boise,
Idaho
|
–
|
-$2.01M
|
-80,549
|
Closed
|
|
|
18
|
|
–
|
-$640K
|
-25,621
|
Closed
|
|
|
19
|
RPS Advisory Solutions
Louisville,
Kentucky
|
–
|
-$590K
|
-23,624
|
Closed
|
|
|
20
|
|
–
|
-$202K
|
-8,090
|
Closed
|
|
|
21
|
MAI Capital Management
Independence,
Ohio
|
–
|
-$11.5K
|
-460
|
Closed
|
|
|
22
|
Sankala Group
Lyons,
Colorado
|
–
|
-$1.66K
|
-68
|
Closed
|
|
