|
1
|
UBS Group
Zurich,
Switzerland
|
$9.09M
|
-$8.53M
|
-427,086
|
-49%
|
|
|
2
|
Perella Weinberg Partners Capital Management
New York
|
$5.75M
|
+$1.5M
|
+75,105
|
+36%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.14M
|
+$5.05M
|
+252,915
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$3.13M
|
-$703K
|
-35,169
|
-19%
|
|
|
5
|
Bailard
Foster City,
California
|
$1.27M
|
–
|
–
|
–
|
|
|
6
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.13M
|
+$1.11M
|
+55,500
|
New
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.01M
|
+$696K
|
+34,815
|
+231%
|
|
|
8
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$815K
|
+$802K
|
+40,140
|
New
|
|
|
9
|
Gould Asset Management
Claremont,
California
|
$807K
|
+$36K
|
+1,800
|
+5%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$773K
|
+$101K
|
+5,046
|
+15%
|
|
|
11
|
Ashfield Capital Partners
San Francisco,
California
|
$716K
|
+$468K
|
+23,400
|
+197%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$619K
|
-$47.7K
|
-2,388
|
-7%
|
|
|
13
|
ProVise Management Group
Clearwater,
Florida
|
$601K
|
+$1.5K
|
+75
|
+0.3%
|
|
|
14
|
Alesco Advisors
Pittsford,
New York
|
$538K
|
+$530K
|
+26,505
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$498K
|
+$245K
|
+12,285
|
+100%
|
|
|
16
|
|
$457K
|
+$224K
|
+11,229
|
+100%
|
|
|
17
|
First Allied Advisory Services
San Diego,
California
|
$448K
|
+$440K
|
+22,029
|
New
|
|
|
18
|
Bank of New York Mellon
New York
|
$432K
|
+$6.05K
|
+303
|
+1%
|
|
|
19
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$412K
|
+$189K
|
+9,480
|
+88%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$355K
|
+$24K
|
+1,200
|
+7%
|
|
|
21
|
|
$353K
|
+$347K
|
+17,361
|
New
|
|
|
22
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$314K
|
+$1.26K
|
+63
|
+0.4%
|
|
|
23
|
Appleton Partners
Boston,
Massachusetts
|
$313K
|
+$308K
|
+15,420
|
New
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$230K
|
–
|
–
|
–
|
|
|
25
|
Advisor Group
Phoenix,
Arizona
|
$148K
|
+$125K
|
+6,279
|
+640%
|
|
