|
1
|
|
$1.34B
|
+$197M
|
+3,857,259
|
+18%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$11.4M
|
+$11.1M
|
+215,932
|
+21,615%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.82M
|
–
|
–
|
–
|
|
|
4
|
|
$969K
|
+$774K
|
+15,118
|
+457%
|
|
|
5
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$689K
|
+$671K
|
+13,102
|
New
|
|
|
6
|
Veritable
Wilmington,
Delaware
|
$269K
|
+$262K
|
+5,123
|
New
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$263K
|
+$154K
|
+3,017
|
+152%
|
|
|
8
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$197K
|
+$184K
|
+3,596
|
+2,366%
|
|
|
9
|
|
$88.8K
|
+$64.1K
|
+1,252
|
+287%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$82K
|
+$66K
|
+1,289
|
+483%
|
|
|
11
|
Capital Bank & Trust
Irvine,
California
|
$56K
|
–
|
–
|
–
|
|
|
12
|
SignatureFD
Atlanta,
Georgia
|
$52K
|
–
|
–
|
–
|
|
|
13
|
Advisor Group
Phoenix,
Arizona
|
$22K
|
-$3.69K
|
-72
|
-15%
|
|
|
14
|
Manchester Capital Management
Manchester,
Vermont
|
$21K
|
+$20.8K
|
+406
|
New
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$17K
|
+$12.5K
|
+245
|
+292%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12K
|
-$201K
|
-3,932
|
-95%
|
|
|
17
|
|
$9K
|
+$6.5K
|
+127
|
+282%
|
|
|
18
|
US Bancorp
Minneapolis,
Minnesota
|
$7K
|
-$179K
|
-3,504
|
-96%
|
|
|
19
|
Squar Milner Financial Services
Irvine,
California
|
$7K
|
+$2.2K
|
+43
|
+50%
|
|
|
20
|
Sonora Investment Management
Tucson,
Arizona
|
$7K
|
+$6.71K
|
+131
|
New
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5K
|
-$6.25K
|
-122
|
-57%
|
|
|
22
|
Gradient Investments
Arden Hills,
Minnesota
|
$5K
|
+$2.46K
|
+48
|
+91%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5K
|
+$4.76K
|
+93
|
New
|
|
|
24
|
Strategic Wealth Partners
Independence,
Ohio
|
$5K
|
+$5.27K
|
+103
|
New
|
|
|
25
|
Avior Wealth Management
Omaha,
Nebraska
|
$3K
|
+$2.97K
|
+58
|
New
|
|
