|
1
|
Vontobel Holding
Zurich,
Switzerland
|
$11.4M
|
+$450K
|
+16,324
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$6.93M
|
+$37.5K
|
+1,361
|
+0.5%
|
|
|
3
|
Bridge Advisory
Pasadena,
California
|
$3.36M
|
-$2.74M
|
-99,478
|
-45%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$3.28M
|
+$543K
|
+19,711
|
+20%
|
|
|
5
|
Elmwood Wealth Management
Berkeley,
California
|
$2.46M
|
+$1.19M
|
+43,001
|
+91%
|
|
|
6
|
|
$2.18M
|
+$90.1K
|
+3,268
|
+4%
|
|
|
7
|
Ignite Planners
San Clemente,
California
|
$1.73M
|
+$455K
|
+16,497
|
+35%
|
|
|
8
|
AlphaQ Advisors
Winter Park,
Florida
|
$1.47M
|
-$849K
|
-30,776
|
-36%
|
|
|
9
|
|
$1.17M
|
-$7.9M
|
-286,572
|
-87%
|
|
|
10
|
|
$632K
|
–
|
–
|
–
|
|
|
11
|
LPL Financial
San Diego,
California
|
$467K
|
+$196K
|
+7,102
|
+71%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$456K
|
-$31.8K
|
-1,152
|
-6%
|
|
|
13
|
|
$451K
|
+$191K
|
+6,914
|
+72%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$415K
|
-$32.6K
|
-1,181
|
-7%
|
|
|
15
|
NBC Securities
Birmingham,
Alabama
|
$375K
|
+$126K
|
+4,566
|
+50%
|
|
|
16
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$360K
|
-$98.2K
|
-3,560
|
-21%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$248K
|
+$250K
|
+9,057
|
New
|
|
|
18
|
Valmark Advisers
Akron,
Ohio
|
$238K
|
+$14.9K
|
+540
|
+7%
|
|
|
19
|
Claro Advisors
Boston,
Massachusetts
|
$218K
|
+$1.49K
|
+54
|
+0.7%
|
|
|
20
|
Cetera Advisor Networks
El Segundo,
California
|
$214K
|
-$116K
|
-4,208
|
-35%
|
|
|
21
|
RFG Advisory
Birmingham,
Alabama
|
$208K
|
+$210K
|
+7,614
|
New
|
|
|
22
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$140K
|
+$13K
|
+473
|
+10%
|
|
|
23
|
Harbour Investments
Madison,
Wisconsin
|
$58K
|
+$36.6K
|
+1,326
|
+167%
|
|
|
24
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$51K
|
–
|
–
|
–
|
|
|
25
|
S.A. Mason
Holland,
Michigan
|
$46.4K
|
–
|
–
|
–
|
|
