|
1
|
Bessemer Group
Woodbridge,
New Jersey
|
$65.8M
|
+$70.1M
|
+649,820
|
+30,224%
|
|
|
2
|
|
$31M
|
-$2.85M
|
-26,432
|
-8%
|
|
|
3
|
|
$8.04M
|
+$2.72M
|
+25,237
|
+46%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$5.03M
|
-$908K
|
-8,416
|
-14%
|
|
|
5
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$3.73M
|
+$539
|
+5
|
+0%
|
|
|
6
|
|
$3.01M
|
+$1.49M
|
+13,856
|
+87%
|
|
|
7
|
Slow Capital
Greenbrae,
California
|
$2.46M
|
+$11.9K
|
+110
|
+0.5%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$1.92M
|
-$789K
|
-7,310
|
-28%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.92M
|
-$129K
|
-1,197
|
-6%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$1.56M
|
+$369K
|
+3,425
|
+29%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.52M
|
+$394K
|
+3,655
|
+32%
|
|
|
12
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$1.26M
|
–
|
–
|
–
|
|
|
13
|
Landsberg Bennett & Dubbaneh
Punta Gorda,
Florida
|
$1.21M
|
+$1.29M
|
+12,002
|
New
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$1.09M
|
-$35.6K
|
-330
|
-3%
|
|
|
15
|
InterOcean Capital
Chicago,
Illinois
|
$938K
|
-$3.77K
|
-35
|
-0.4%
|
|
|
16
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$913K
|
+$976K
|
+9,051
|
New
|
|
|
17
|
LPL Financial
San Diego,
California
|
$831K
|
-$94.1K
|
-872
|
-10%
|
|
|
18
|
KCS Wealth Advisory
Los Angeles,
California
|
$817K
|
+$4.53K
|
+42
|
+0.5%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$796K
|
-$78.4K
|
-727
|
-8%
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$641K
|
-$63K
|
-584
|
-8%
|
|
|
21
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$611K
|
-$14K
|
-130
|
-2%
|
|
|
22
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$507K
|
–
|
–
|
–
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$453K
|
-$374K
|
-3,470
|
-44%
|
|
|
24
|
Prudential Financial
Newark,
New Jersey
|
$442K
|
+$473K
|
+4,386
|
New
|
|
|
25
|
Scotia Capital
Toronto,
Ontario, Canada
|
$340K
|
–
|
–
|
–
|
|
