|
1
|
Cambria Investment Management
Manhattan Beach,
California
|
$13M
|
+$12.8M
|
+480,289
|
New
|
|
|
2
|
Vontobel Holding
Zurich,
Switzerland
|
$11.5M
|
-$50.5K
|
-1,902
|
-0.4%
|
|
|
3
|
Bridge Advisory
Pasadena,
California
|
$7.22M
|
+$7.09M
|
+266,725
|
New
|
|
|
4
|
Prudential plc
London, England,
United Kingdom
|
$6.55M
|
–
|
–
|
–
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$5.32M
|
+$788K
|
+29,651
|
+18%
|
|
|
6
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$4.68M
|
+$293K
|
+11,018
|
+7%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$2.87M
|
-$525K
|
-19,774
|
-16%
|
|
|
8
|
|
$2.43M
|
+$582K
|
+21,900
|
+32%
|
|
|
9
|
Elmwood Wealth Management
Berkeley,
California
|
$1.67M
|
+$175K
|
+6,573
|
+12%
|
|
|
10
|
|
$694K
|
-$10.9M
|
-410,841
|
-94%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$642K
|
+$13.2K
|
+496
|
+2%
|
|
|
12
|
|
$625K
|
–
|
–
|
–
|
|
|
13
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$615K
|
-$13.2K
|
-498
|
-2%
|
|
|
14
|
Flow Traders U.S.
New York
|
$579K
|
-$568K
|
-21,365
|
-50%
|
|
|
15
|
Coldstream Capital Management
Bellevue,
Washington
|
$569K
|
–
|
–
|
–
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$506K
|
+$14.4K
|
+543
|
+3%
|
|
|
17
|
Cetera Advisor Networks
El Segundo,
California
|
$416K
|
+$408K
|
+15,350
|
New
|
|
|
18
|
Drive Wealth Management
Lehi,
Utah
|
$400K
|
-$8K
|
-301
|
-2%
|
|
|
19
|
V Wealth Advisors
Overland Park,
Kansas
|
$306K
|
-$24.8K
|
-933
|
-8%
|
|
|
20
|
Whittier Trust
South Pasadena,
California
|
$255K
|
-$1.25K
|
-47
|
-0.5%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$231K
|
+$227K
|
+8,525
|
New
|
|
|
22
|
Valmark Advisers
Akron,
Ohio
|
$212K
|
+$208K
|
+7,824
|
New
|
|
|
23
|
Claro Advisors
Boston,
Massachusetts
|
$202K
|
+$199K
|
+7,472
|
New
|
|
|
24
|
Avior Wealth Management
Omaha,
Nebraska
|
$71K
|
+$69.7K
|
+2,623
|
New
|
|
|
25
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$50K
|
–
|
–
|
–
|
|
