|
1
|
Vontobel Holding
Zurich,
Switzerland
|
$11.2M
|
-$687K
|
-25,696
|
-6%
|
|
|
2
|
|
$9.25M
|
+$5.73M
|
+214,339
|
+186%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$7.06M
|
+$217K
|
+8,120
|
+3%
|
|
|
4
|
Bridge Advisory
Pasadena,
California
|
$6.24M
|
-$1.2M
|
-44,790
|
-17%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$2.81M
|
-$485K
|
-18,150
|
-15%
|
|
|
6
|
AlphaQ Advisors
Winter Park,
Florida
|
$2.37M
|
+$474K
|
+17,728
|
+27%
|
|
|
7
|
|
$2.14M
|
-$135K
|
-5,045
|
-6%
|
|
|
8
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$1.35M
|
+$1.29M
|
+48,231
|
New
|
|
|
9
|
Elmwood Wealth Management
Berkeley,
California
|
$1.32M
|
-$456K
|
-17,078
|
-27%
|
|
|
10
|
Ignite Planners
San Clemente,
California
|
$1.3M
|
-$853K
|
-31,918
|
-40%
|
|
|
11
|
|
$648K
|
–
|
–
|
–
|
|
|
12
|
Coldstream Capital Management
Bellevue,
Washington
|
$590K
|
–
|
–
|
–
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$500K
|
-$168K
|
-6,301
|
-26%
|
|
|
14
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$469K
|
-$129K
|
-4,821
|
-22%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$458K
|
-$6.87K
|
-257
|
-2%
|
|
|
16
|
Cetera Advisor Networks
El Segundo,
California
|
$338K
|
-$34.2K
|
-1,279
|
-10%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$280K
|
-$43.6K
|
-1,630
|
-14%
|
|
|
18
|
|
$269K
|
+$63.1K
|
+2,361
|
+33%
|
|
|
19
|
|
$268K
|
+$255K
|
+9,533
|
New
|
|
|
20
|
NBC Securities
Birmingham,
Alabama
|
$257K
|
+$110K
|
+4,105
|
+81%
|
|
|
21
|
Drive Wealth Management
Lehi,
Utah
|
$241K
|
-$72.5K
|
-2,713
|
-24%
|
|
|
22
|
Valmark Advisers
Akron,
Ohio
|
$229K
|
-$534
|
-20
|
-0.2%
|
|
|
23
|
Claro Advisors
Boston,
Massachusetts
|
$222K
|
-$3.37K
|
-126
|
-2%
|
|
|
24
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$129K
|
+$124K
|
+4,626
|
New
|
|
|
25
|
Pineridge Advisors
St. Charles,
Missouri
|
$123K
|
+$117K
|
+4,378
|
New
|
|
