|
1
|
Vontobel Holding
Zurich,
Switzerland
|
$11.1M
|
+$148K
|
+5,500
|
+1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$6.45M
|
-$222K
|
-8,280
|
-3%
|
|
|
3
|
|
$3.63M
|
+$2.55M
|
+94,779
|
+221%
|
|
|
4
|
Bridge Advisory
Pasadena,
California
|
$2.98M
|
-$266K
|
-9,884
|
-8%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$2.96M
|
-$207K
|
-7,719
|
-6%
|
|
|
6
|
Elmwood Wealth Management
Berkeley,
California
|
$2.72M
|
+$351K
|
+13,074
|
+15%
|
|
|
7
|
|
$2.18M
|
+$87.7K
|
+3,264
|
+4%
|
|
|
8
|
Ignite Planners
San Clemente,
California
|
$1.93M
|
+$247K
|
+9,183
|
+14%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.03M
|
+$1.05M
|
+39,087
|
New
|
|
|
10
|
|
$609K
|
–
|
–
|
–
|
|
|
11
|
LPL Financial
San Diego,
California
|
$512K
|
+$63.8K
|
+2,375
|
+14%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$483K
|
+$44.6K
|
+1,660
|
+10%
|
|
|
13
|
NBC Securities
Birmingham,
Alabama
|
$387K
|
+$26.5K
|
+986
|
+7%
|
|
|
14
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$328K
|
-$18.5K
|
-687
|
-5%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$295K
|
+$300K
|
+11,175
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$268K
|
-$134K
|
-5,001
|
-33%
|
|
|
17
|
Valmark Advisers
Akron,
Ohio
|
$232K
|
+$2.69K
|
+100
|
+1%
|
|
|
18
|
RFG Advisory
Birmingham,
Alabama
|
$226K
|
+$25.9K
|
+965
|
+13%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$221K
|
-$18.3K
|
-681
|
-8%
|
|
|
20
|
|
$155K
|
-$285K
|
-10,598
|
-64%
|
|
|
21
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$134K
|
+$107
|
+4
|
+0.1%
|
|
|
22
|
Harbour Investments
Madison,
Wisconsin
|
$70.1K
|
+$14.5K
|
+541
|
+26%
|
|
|
23
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$49K
|
–
|
–
|
–
|
|
|
24
|
S.A. Mason
Holland,
Michigan
|
$44.7K
|
–
|
–
|
–
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$44K
|
–
|
–
|
–
|
|
