|
1
|
Vontobel Holding
Zurich,
Switzerland
|
$10.8M
|
+$11.3M
|
+443,315
|
New
|
|
|
2
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$4.02M
|
+$4.24M
|
+165,814
|
New
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$3.52M
|
+$760K
|
+29,698
|
+26%
|
|
|
4
|
|
$3.03M
|
-$127K
|
-4,958
|
-4%
|
|
|
5
|
Prudential plc
London, England,
United Kingdom
|
$3.01M
|
+$3.17M
|
+124,100
|
New
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$1.97M
|
+$740K
|
+28,937
|
+55%
|
|
|
7
|
|
$1.7M
|
-$1.92M
|
-75,107
|
-52%
|
|
|
8
|
Flow Traders U.S.
New York
|
$1.59M
|
+$500K
|
+19,534
|
+42%
|
|
|
9
|
Elmwood Wealth Management
Berkeley,
California
|
$1.4M
|
+$33.3K
|
+1,300
|
+2%
|
|
|
10
|
Foresight Wealth Management
Draper,
Utah
|
$1.13M
|
+$20.7K
|
+808
|
+2%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$722K
|
+$4.5K
|
+176
|
+0.6%
|
|
|
12
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$696K
|
-$26.2K
|
-1,023
|
-3%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$564K
|
-$11.3M
|
-443,487
|
-95%
|
|
|
14
|
|
$561K
|
–
|
–
|
–
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$445K
|
+$6.42K
|
+251
|
+1%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$375K
|
+$640
|
+25
|
+0.2%
|
|
|
17
|
V Wealth Advisors
Overland Park,
Kansas
|
$293K
|
+$30.1K
|
+1,175
|
+11%
|
|
|
18
|
Whittier Trust
South Pasadena,
California
|
$230K
|
–
|
–
|
–
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$227K
|
-$295K
|
-11,540
|
-55%
|
|
|
20
|
Destiny Wealth Partners
Tavares,
Florida
|
$94K
|
–
|
–
|
–
|
|
|
21
|
Rockefeller Capital Management
New York
|
$85K
|
+$87.6K
|
+3,426
|
+3,359%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$45K
|
-$301K
|
-11,771
|
-86%
|
|
|
23
|
S.A. Mason
Holland,
Michigan
|
$41K
|
–
|
–
|
–
|
|
|
24
|
Global Retirement Partners
San Rafael,
California
|
$39K
|
–
|
–
|
–
|
|
|
25
|
Anchor Investment Management
Columbia,
South Carolina
|
$37.9K
|
+$128
|
+5
|
+0.3%
|
|
