|
1
|
UBS Group
Zurich,
Switzerland
|
$12M
|
+$140K
|
+5,303
|
+1%
|
|
|
2
|
|
$3.72M
|
-$15.5M
|
-584,705
|
-80%
|
|
|
3
|
|
$3.33M
|
+$439K
|
+16,592
|
+15%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$2.95M
|
+$1.44M
|
+54,350
|
+89%
|
|
|
5
|
Elmwood Wealth Management
Berkeley,
California
|
$1.45M
|
+$216K
|
+8,150
|
+17%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$1.34M
|
-$707K
|
-26,709
|
-34%
|
|
|
7
|
Flow Traders U.S.
New York
|
$1.18M
|
+$499K
|
+18,828
|
+69%
|
|
|
8
|
Foresight Wealth Management
Draper,
Utah
|
$1.17M
|
-$846K
|
-31,951
|
-41%
|
|
|
9
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$762K
|
-$41.8K
|
-1,578
|
-5%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$758K
|
-$407K
|
-15,357
|
-34%
|
|
|
11
|
|
$592K
|
–
|
–
|
–
|
|
|
12
|
Coldstream Capital Management
Bellevue,
Washington
|
$539K
|
+$557K
|
+21,034
|
New
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$536K
|
+$54.4K
|
+2,053
|
+11%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$464K
|
+$25.7K
|
+969
|
+6%
|
|
|
15
|
Riversedge Advisors
Wilmington,
Delaware
|
$428K
|
+$442K
|
+16,706
|
New
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$395K
|
+$662
|
+25
|
+0.2%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$351K
|
+$271K
|
+10,220
|
+298%
|
|
|
18
|
Columbus Macro
New Castle,
Pennsylvania
|
$291K
|
-$39.9K
|
-1,506
|
-12%
|
|
|
19
|
V Wealth Advisors
Overland Park,
Kansas
|
$280K
|
+$26.6K
|
+1,005
|
+10%
|
|
|
20
|
Whittier Trust
South Pasadena,
California
|
$243K
|
-$1.03K
|
-39
|
-0.4%
|
|
|
21
|
RFG Advisory
Birmingham,
Alabama
|
$206K
|
-$6.38K
|
-241
|
-3%
|
|
|
22
|
Destiny Wealth Partners
Tavares,
Florida
|
$99K
|
-$22.2K
|
-838
|
-18%
|
|
|
23
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$87K
|
–
|
–
|
–
|
|
|
24
|
S.A. Mason
Holland,
Michigan
|
$43K
|
–
|
–
|
–
|
|
|
25
|
Global Retirement Partners
San Rafael,
California
|
$42K
|
+$18.5K
|
+700
|
+75%
|
|
