|
1
|
UBS Group
Zurich,
Switzerland
|
$15M
|
-$328K
|
-10,745
|
-2%
|
|
|
2
|
|
$10.5M
|
+$6.35M
|
+208,003
|
+146%
|
|
|
3
|
|
$3.05M
|
-$1.06M
|
-34,560
|
-25%
|
|
|
4
|
Foresight Wealth Management
Draper,
Utah
|
$2.59M
|
-$15.2K
|
-498
|
-0.6%
|
|
|
5
|
Private Wealth Strategies
New Albany,
Ohio
|
$2.19M
|
-$74K
|
-2,424
|
-3%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$2.18M
|
+$389K
|
+12,741
|
+21%
|
|
|
7
|
Flow Traders U.S.
New York
|
$2.03M
|
+$2.07M
|
+67,792
|
New
|
|
|
8
|
JD Financial Services
Carlisle,
Pennsylvania
|
$1.95M
|
+$164K
|
+5,383
|
+9%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$1.19M
|
+$145K
|
+4,743
|
+14%
|
|
|
10
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$935K
|
+$11.1K
|
+363
|
+1%
|
|
|
11
|
Elmwood Wealth Management
Berkeley,
California
|
$839K
|
+$855K
|
+27,985
|
New
|
|
|
12
|
Coldstream Capital Management
Bellevue,
Washington
|
$720K
|
+$45.2K
|
+1,480
|
+7%
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$641K
|
-$851K
|
-27,860
|
-57%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$468K
|
+$2.78K
|
+91
|
+0.6%
|
|
|
15
|
Collective Family Office
York,
Pennsylvania
|
$465K
|
+$473K
|
+15,500
|
New
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$461K
|
-$77.4K
|
-2,535
|
-14%
|
|
|
17
|
Columbus Macro
New Castle,
Pennsylvania
|
$382K
|
-$286K
|
-9,362
|
-42%
|
|
|
18
|
Cetera Advisor Networks
El Segundo,
California
|
$380K
|
–
|
–
|
–
|
|
|
19
|
LPL Financial
San Diego,
California
|
$318K
|
+$324K
|
+10,611
|
New
|
|
|
20
|
Davenport & Co
Richmond,
Virginia
|
$314K
|
-$55K
|
-1,800
|
-15%
|
|
|
21
|
Whittier Trust
South Pasadena,
California
|
$285K
|
–
|
–
|
–
|
|
|
22
|
|
$271K
|
-$1.71K
|
-56
|
-0.6%
|
|
|
23
|
|
$240K
|
-$1.65K
|
-54
|
-0.7%
|
|
|
24
|
Valmark Advisers
Akron,
Ohio
|
$237K
|
-$32.7K
|
-1,070
|
-12%
|
|
|
25
|
RFG Advisory
Birmingham,
Alabama
|
$221K
|
+$20.1K
|
+657
|
+10%
|
|
