|
1
|
|
$37.2M
|
+$1.45M
|
+16,123
|
+4%
|
|
|
2
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$8.52M
|
+$3.2M
|
+35,728
|
+61%
|
|
|
3
|
|
$7.88M
|
+$1.3M
|
+14,495
|
+20%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$6.16M
|
+$643K
|
+7,179
|
+12%
|
|
|
5
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$5.83M
|
–
|
–
|
–
|
|
|
6
|
Bessemer Group
Woodbridge,
New Jersey
|
$3.03M
|
+$3.01M
|
+33,605
|
New
|
|
|
7
|
Perigon Wealth Management
San Francisco,
California
|
$2.29M
|
+$459K
|
+5,124
|
+27%
|
|
|
8
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$2.26M
|
–
|
–
|
–
|
|
|
9
|
|
$1.99M
|
-$7.35K
|
-82
|
-0.4%
|
|
|
10
|
WrapManager Inc
Mill Valley,
California
|
$1.85M
|
+$687K
|
+7,661
|
+59%
|
|
|
11
|
Brookstone Capital Management
Wheaton,
Illinois
|
$1.73M
|
+$534K
|
+5,956
|
+45%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$1.71M
|
+$369K
|
+4,116
|
+28%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.67M
|
-$546K
|
-6,093
|
-25%
|
|
|
14
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$1.49M
|
+$1.18M
|
+13,137
|
+459%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.4M
|
+$46.4K
|
+518
|
+3%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$1.39M
|
-$168K
|
-1,870
|
-11%
|
|
|
17
|
Xponance
Philadelphia,
Pennsylvania
|
$1.29M
|
–
|
–
|
–
|
|
|
18
|
Baring Asset Management
London,
United Kingdom
|
$1.07M
|
–
|
–
|
–
|
|
|
19
|
LPL Financial
San Diego,
California
|
$976K
|
-$260K
|
-2,906
|
-21%
|
|
|
20
|
|
$949K
|
-$620K
|
-6,919
|
-40%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$861K
|
+$360K
|
+4,018
|
+73%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$818K
|
-$4.3K
|
-48
|
-0.5%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$762K
|
+$487K
|
+5,430
|
+180%
|
|
|
24
|
Nomura Asset Management
Tokyo,
Japan
|
$712K
|
–
|
–
|
–
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$626K
|
+$55K
|
+614
|
+10%
|
|
