|
1
|
|
$11.3M
|
+$9.18M
|
+366,581
|
+524%
|
|
|
2
|
Vontobel Holding
Zurich,
Switzerland
|
$11.1M
|
-$371K
|
-14,832
|
-3%
|
|
|
3
|
Prudential plc
London, England,
United Kingdom
|
$6.25M
|
+$2.95M
|
+117,977
|
+95%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$4.31M
|
+$549K
|
+21,935
|
+15%
|
|
|
5
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$4.18M
|
-$97.6K
|
-3,900
|
-2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$3.25M
|
+$1.12M
|
+44,554
|
+55%
|
|
|
7
|
|
$1.75M
|
-$1.43M
|
-57,054
|
-46%
|
|
|
8
|
Elmwood Wealth Management
Berkeley,
California
|
$1.42M
|
-$69.8K
|
-2,790
|
-5%
|
|
|
9
|
Flow Traders U.S.
New York
|
$1.1M
|
-$572K
|
-22,857
|
-35%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$600K
|
-$175
|
-7
|
-0%
|
|
|
11
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$599K
|
-$137K
|
-5,482
|
-19%
|
|
|
12
|
|
$597K
|
–
|
–
|
–
|
|
|
13
|
Coldstream Capital Management
Bellevue,
Washington
|
$543K
|
+$526K
|
+21,034
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$469K
|
-$4.33K
|
-173
|
-0.9%
|
|
|
15
|
Drive Wealth Management
Lehi,
Utah
|
$390K
|
+$378K
|
+15,088
|
New
|
|
|
16
|
V Wealth Advisors
Overland Park,
Kansas
|
$316K
|
+$3.98K
|
+159
|
+1%
|
|
|
17
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$273K
|
+$265K
|
+10,585
|
New
|
|
|
18
|
Whittier Trust
South Pasadena,
California
|
$244K
|
–
|
–
|
–
|
|
|
19
|
|
$205K
|
+$199K
|
+7,954
|
New
|
|
|
20
|
Destiny Wealth Partners
Tavares,
Florida
|
$99.7K
|
–
|
–
|
–
|
|
|
21
|
Rockefeller Capital Management
New York
|
$90K
|
-$776
|
-31
|
-0.9%
|
|
|
22
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$48K
|
+$46.3K
|
+1,850
|
New
|
|
|
23
|
S.A. Mason
Holland,
Michigan
|
$43.8K
|
–
|
–
|
–
|
|
|
24
|
Global Retirement Partners
San Rafael,
California
|
$42.1K
|
–
|
–
|
–
|
|
|
25
|
Anchor Investment Management
Columbia,
South Carolina
|
$37.1K
|
-$3.15K
|
-126
|
-8%
|
|
