|
1
|
Lazard Asset Management
New York
|
$35.8M
|
-$2.45M
|
-91,676
|
-6%
|
|
|
2
|
Beta Wealth Group
San Diego,
California
|
$16.7M
|
-$11.6K
|
-433
|
-0.1%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$9.64M
|
+$10.3M
|
+385,922
|
New
|
|
|
4
|
Hartford Financial Management
Hartford,
Connecticut
|
$5.21M
|
+$5.59M
|
+208,734
|
New
|
|
|
5
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$3.55M
|
+$2.58M
|
+96,371
|
+210%
|
|
|
6
|
Berkeley Inc
Boise,
Idaho
|
$3.51M
|
-$79.1K
|
-2,955
|
-2%
|
|
|
7
|
Caprock Group
Boise,
Idaho
|
$2.01M
|
–
|
–
|
–
|
|
|
8
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
$1.72M
|
+$883K
|
+32,991
|
+92%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$1.22M
|
+$581K
|
+21,716
|
+80%
|
|
|
10
|
|
$640K
|
+$686K
|
+25,621
|
New
|
|
|
11
|
RPS Advisory Solutions
Louisville,
Kentucky
|
$590K
|
+$204K
|
+7,635
|
+48%
|
|
|
12
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$378K
|
+$89.3K
|
+3,336
|
+28%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$328K
|
-$1.02M
|
-38,040
|
-74%
|
|
|
14
|
Broyhill Asset Management
Charlotte,
North Carolina
|
$280K
|
+$300K
|
+11,200
|
New
|
|
|
15
|
|
$237K
|
-$313K
|
-11,692
|
-55%
|
|
|
16
|
Orcam Financial Group
Encinitas,
California
|
$225K
|
–
|
–
|
–
|
|
|
17
|
|
$202K
|
+$217K
|
+8,090
|
New
|
|
|
18
|
Parallel Advisors
San Francisco,
California
|
$142K
|
+$24.6K
|
+918
|
+19%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$93.7K
|
+$100K
|
+3,750
|
New
|
|
|
20
|
MAI Capital Management
Independence,
Ohio
|
$11.5K
|
–
|
–
|
–
|
|
|
21
|
Sankala Group
Lyons,
Colorado
|
$1.66K
|
–
|
–
|
–
|
|
|
22
|
Perigon Wealth Management
San Francisco,
California
|
–
|
-$4.75M
|
-178,446
|
Closed
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$554K
|
-20,839
|
Closed
|
|
|
24
|
|
–
|
-$358K
|
-13,468
|
Closed
|
|
|
25
|
Turim 21 Investimentos
Rio De Janeiro,
Brazil
|
–
|
-$38.6K
|
-1,450
|
Closed
|
|
