|
1
|
Lazard Asset Management
New York
|
$40.5M
|
+$23.4M
|
+897,193
|
+143%
|
|
|
2
|
Beta Wealth Group
San Diego,
California
|
$17.9M
|
-$700K
|
-26,875
|
-4%
|
|
|
3
|
Perigon Wealth Management
San Francisco,
California
|
$4.75M
|
+$912K
|
+34,995
|
+24%
|
|
|
4
|
Berkeley Inc
Boise,
Idaho
|
$3.81M
|
-$16.3K
|
-624
|
-0.4%
|
|
|
5
|
Caprock Group
Boise,
Idaho
|
$2.14M
|
+$11K
|
+424
|
+0.5%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$1.36M
|
+$1.33M
|
+51,154
|
New
|
|
|
7
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$1.22M
|
+$1.2M
|
+45,891
|
New
|
|
|
8
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
$959K
|
+$939K
|
+36,055
|
New
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$723K
|
+$708K
|
+27,172
|
New
|
|
|
10
|
|
$563K
|
-$1.42M
|
-54,636
|
-72%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$554K
|
-$105K
|
-4,018
|
-16%
|
|
|
12
|
RPS Advisory Solutions
Louisville,
Kentucky
|
$425K
|
+$417K
|
+15,989
|
New
|
|
|
13
|
|
$358K
|
-$12.6K
|
-484
|
-3%
|
|
|
14
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$314K
|
+$307K
|
+11,797
|
New
|
|
|
15
|
Orcam Financial Group
Encinitas,
California
|
$239K
|
–
|
–
|
–
|
|
|
16
|
Parallel Advisors
San Francisco,
California
|
$126K
|
+$52.4K
|
+2,011
|
+73%
|
|
|
17
|
Turim 21 Investimentos
Rio De Janeiro,
Brazil
|
$38.6K
|
+$37.8K
|
+1,450
|
New
|
|
|
18
|
MAI Capital Management
Independence,
Ohio
|
$12.2K
|
–
|
–
|
–
|
|
|
19
|
Sankala Group
Lyons,
Colorado
|
$1.91K
|
+$1.77K
|
+68
|
New
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
–
|
-$40.5K
|
-1,587
|
Closed
|
|
