|
1
|
UBS Group
Zurich,
Switzerland
|
$16.9M
|
+$422K
|
+12,859
|
+3%
|
|
|
2
|
Destiny Wealth Partners
Tavares,
Florida
|
$9.42M
|
+$1.01M
|
+30,796
|
+12%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$6.13M
|
+$1.05M
|
+32,098
|
+21%
|
|
|
4
|
|
$4.5M
|
-$315K
|
-9,603
|
-7%
|
|
|
5
|
Flow Traders U.S.
New York
|
$3.97M
|
+$3.99M
|
+121,783
|
New
|
|
|
6
|
Private Wealth Strategies
New Albany,
Ohio
|
$2.39M
|
+$95.1K
|
+2,899
|
+4%
|
|
|
7
|
Foresight Wealth Management
Draper,
Utah
|
$2.23M
|
+$6.72K
|
+205
|
+0.3%
|
|
|
8
|
JD Financial Services
Carlisle,
Pennsylvania
|
$1.79M
|
+$1.02M
|
+31,058
|
+130%
|
|
|
9
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$990K
|
-$41.2K
|
-1,255
|
-4%
|
|
|
10
|
|
$936K
|
-$2.78M
|
-84,745
|
-75%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$902K
|
+$261K
|
+7,952
|
+40%
|
|
|
12
|
Private Advisor Group
Morristown,
New Jersey
|
$796K
|
+$170K
|
+5,180
|
+27%
|
|
|
13
|
Coldstream Capital Management
Bellevue,
Washington
|
$735K
|
+$740K
|
+22,556
|
New
|
|
|
14
|
Columbus Macro
New Castle,
Pennsylvania
|
$713K
|
-$18.4K
|
-561
|
-3%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$561K
|
+$52.2K
|
+1,593
|
+10%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$486K
|
-$2.07K
|
-63
|
-0.4%
|
|
|
17
|
Cetera Advisor Networks
El Segundo,
California
|
$433K
|
+$435K
|
+13,280
|
New
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$347K
|
-$14.1K
|
-429
|
-4%
|
|
|
19
|
Whittier Trust
South Pasadena,
California
|
$310K
|
–
|
–
|
–
|
|
|
20
|
Davenport & Co
Richmond,
Virginia
|
$302K
|
-$3.28K
|
-100
|
-1%
|
|
|
21
|
Valmark Advisers
Akron,
Ohio
|
$293K
|
-$4.59K
|
-140
|
-2%
|
|
|
22
|
|
$265K
|
-$2.1K
|
-64
|
-0.8%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$265K
|
+$266K
|
+8,123
|
New
|
|
|
24
|
|
$258K
|
–
|
–
|
–
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$213K
|
-$14.7K
|
-447
|
-6%
|
|
