|
1
|
UBS Group
Zurich,
Switzerland
|
$16M
|
-$274K
|
-8,530
|
-2%
|
|
|
2
|
Destiny Wealth Partners
Tavares,
Florida
|
$9.58M
|
+$565K
|
+17,614
|
+6%
|
|
|
3
|
|
$4.44M
|
+$3.64M
|
+113,371
|
+395%
|
|
|
4
|
|
$4.26M
|
-$47.7K
|
-1,488
|
-1%
|
|
|
5
|
Foresight Wealth Management
Draper,
Utah
|
$2.71M
|
+$597K
|
+18,591
|
+27%
|
|
|
6
|
Private Wealth Strategies
New Albany,
Ohio
|
$2.36M
|
+$82.9K
|
+2,583
|
+4%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$1.87M
|
-$4.11M
|
-128,091
|
-68%
|
|
|
8
|
JD Financial Services
Carlisle,
Pennsylvania
|
$1.87M
|
+$155K
|
+4,828
|
+9%
|
|
|
9
|
Private Advisor Group
Morristown,
New Jersey
|
$1.54M
|
+$795K
|
+24,786
|
+101%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$1.09M
|
+$231K
|
+7,187
|
+26%
|
|
|
11
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$964K
|
+$15.9K
|
+495
|
+2%
|
|
|
12
|
Coldstream Capital Management
Bellevue,
Washington
|
$705K
|
–
|
–
|
–
|
|
|
13
|
Columbus Macro
New Castle,
Pennsylvania
|
$691K
|
+$8.12K
|
+253
|
+1%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$560K
|
+$22.4K
|
+697
|
+4%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$485K
|
+$20.3K
|
+632
|
+4%
|
|
|
16
|
Cetera Advisor Networks
El Segundo,
California
|
$396K
|
-$19.2K
|
-598
|
-5%
|
|
|
17
|
Davenport & Co
Richmond,
Virginia
|
$384K
|
+$96.3K
|
+3,000
|
+32%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$350K
|
+$17.6K
|
+549
|
+5%
|
|
|
19
|
Riversedge Advisors
Wilmington,
Delaware
|
$327K
|
+$335K
|
+10,455
|
New
|
|
|
20
|
Whittier Trust
South Pasadena,
California
|
$297K
|
–
|
–
|
–
|
|
|
21
|
|
$285K
|
+$38.5K
|
+1,200
|
+15%
|
|
|
22
|
Valmark Advisers
Akron,
Ohio
|
$281K
|
–
|
–
|
–
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$273K
|
+$81.9K
|
+2,553
|
+41%
|
|
|
24
|
|
$252K
|
-$1.38K
|
-43
|
-0.5%
|
|
|
25
|
|
$214K
|
+$18.4K
|
+575
|
+9%
|
|
