|
1
|
Cambria Investment Management
Manhattan Beach,
California
|
$11.4M
|
-$917K
|
-33,366
|
-7%
|
|
|
2
|
Vontobel Holding
Zurich,
Switzerland
|
$11.2M
|
-$62.9K
|
-2,288
|
-0.5%
|
|
|
3
|
Bridge Advisory
Pasadena,
California
|
$7.01M
|
-$43.1K
|
-1,567
|
-0.6%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$6.39M
|
+$245K
|
+8,899
|
+4%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$3.11M
|
+$182K
|
+6,618
|
+6%
|
|
|
6
|
|
$3.02M
|
-$7.05M
|
-256,490
|
-69%
|
|
|
7
|
|
$2.14M
|
-$76.4K
|
-2,781
|
-3%
|
|
|
8
|
Ignite Planners
San Clemente,
California
|
$1.98M
|
+$2.17M
|
+78,926
|
New
|
|
|
9
|
AlphaQ Advisors
Winter Park,
Florida
|
$1.75M
|
+$1.84M
|
+66,821
|
New
|
|
|
10
|
Elmwood Wealth Management
Berkeley,
California
|
$1.68M
|
+$72.8K
|
+2,648
|
+4%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$633K
|
+$57.3K
|
+2,085
|
+9%
|
|
|
12
|
|
$607K
|
–
|
–
|
–
|
|
|
13
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$565K
|
-$14K
|
-509
|
-2%
|
|
|
14
|
Coldstream Capital Management
Bellevue,
Washington
|
$552K
|
–
|
–
|
–
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$436K
|
-$22.1K
|
-803
|
-5%
|
|
|
16
|
Cetera Advisor Networks
El Segundo,
California
|
$350K
|
-$54.6K
|
-1,988
|
-13%
|
|
|
17
|
TRUADVICE
Sarasota,
Florida
|
$329K
|
+$341K
|
+12,402
|
New
|
|
|
18
|
LPL Financial
San Diego,
California
|
$304K
|
-$496K
|
-18,044
|
-61%
|
|
|
19
|
Drive Wealth Management
Lehi,
Utah
|
$297K
|
-$74.3K
|
-2,705
|
-19%
|
|
|
20
|
Valmark Advisers
Akron,
Ohio
|
$215K
|
-$1.79K
|
-65
|
-0.8%
|
|
|
21
|
Claro Advisors
Boston,
Massachusetts
|
$211K
|
-$5.06K
|
-184
|
-2%
|
|
|
22
|
|
$189K
|
+$198K
|
+7,216
|
New
|
|
|
23
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$158K
|
+$165K
|
+6,010
|
New
|
|
|
24
|
NBC Securities
Birmingham,
Alabama
|
$132K
|
+$139K
|
+5,051
|
New
|
|
|
25
|
Avior Wealth Management
Omaha,
Nebraska
|
$63.2K
|
-$935
|
-34
|
-1%
|
|
