|
1
|
Cambria Investment Management
Manhattan Beach,
California
|
$12.9M
|
-$348K
|
-12,806
|
-3%
|
|
|
2
|
Vontobel Holding
Zurich,
Switzerland
|
$11.8M
|
+$35.6K
|
+1,310
|
+0.3%
|
|
|
3
|
|
$10.2M
|
+$9.4M
|
+345,890
|
+1,349%
|
|
|
4
|
Bridge Advisory
Pasadena,
California
|
$7.41M
|
+$53.6K
|
+1,972
|
+0.7%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$6.47M
|
+$1.04M
|
+38,146
|
+19%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$3.08M
|
+$156K
|
+5,748
|
+5%
|
|
|
7
|
|
$2.32M
|
-$149K
|
-5,472
|
-6%
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.93M
|
+$1.89M
|
+69,723
|
New
|
|
|
9
|
Elmwood Wealth Management
Berkeley,
California
|
$1.69M
|
-$3.53K
|
-130
|
-0.2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$817K
|
+$574K
|
+21,108
|
+248%
|
|
|
11
|
|
$637K
|
–
|
–
|
–
|
|
|
12
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$608K
|
-$18.3K
|
-674
|
-3%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$608K
|
-$46.2K
|
-1,701
|
-7%
|
|
|
14
|
Coldstream Capital Management
Bellevue,
Washington
|
$580K
|
–
|
–
|
–
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$480K
|
-$35.7K
|
-1,315
|
-7%
|
|
|
16
|
Cetera Advisor Networks
El Segundo,
California
|
$422K
|
-$1.28K
|
-47
|
-0.3%
|
|
|
17
|
Drive Wealth Management
Lehi,
Utah
|
$386K
|
-$21.1K
|
-778
|
-5%
|
|
|
18
|
V Wealth Advisors
Overland Park,
Kansas
|
$288K
|
-$23.7K
|
-873
|
-8%
|
|
|
19
|
Whittier Trust
South Pasadena,
California
|
$258K
|
-$1.63K
|
-60
|
-0.6%
|
|
|
20
|
Valmark Advisers
Akron,
Ohio
|
$228K
|
+$11.6K
|
+425
|
+5%
|
|
|
21
|
Claro Advisors
Boston,
Massachusetts
|
$226K
|
+$19.9K
|
+731
|
+10%
|
|
|
22
|
Avior Wealth Management
Omaha,
Nebraska
|
$67.4K
|
-$4.92K
|
-181
|
-7%
|
|
|
23
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$51K
|
–
|
–
|
–
|
|
|
24
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$46K
|
+$45.4K
|
+1,669
|
New
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$46K
|
+$45.4K
|
+1,669
|
New
|
|
