|
1
|
Vontobel Holding
Zurich,
Switzerland
|
$11.5M
|
-$296K
|
-10,915
|
-3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$7.02M
|
+$178K
|
+6,559
|
+3%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$3.4M
|
+$258K
|
+9,513
|
+8%
|
|
|
4
|
Elmwood Wealth Management
Berkeley,
California
|
$2.91M
|
+$26.4K
|
+973
|
+0.9%
|
|
|
5
|
Ignite Planners
San Clemente,
California
|
$2.43M
|
+$389K
|
+14,354
|
+20%
|
|
|
6
|
Bridge Advisory
Pasadena,
California
|
$2.37M
|
-$766K
|
-28,255
|
-25%
|
|
|
7
|
|
$2.02M
|
-$288K
|
-10,628
|
-13%
|
|
|
8
|
|
$1.51M
|
-$2.27M
|
-83,659
|
-61%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$792K
|
+$466K
|
+17,177
|
+154%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$672K
|
-$408K
|
-15,036
|
-38%
|
|
|
11
|
|
$645K
|
–
|
–
|
–
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$583K
|
+$563K
|
+20,740
|
New
|
|
|
13
|
NBC Securities
Birmingham,
Alabama
|
$534K
|
+$120K
|
+4,431
|
+30%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$532K
|
+$19.8K
|
+730
|
+4%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$468K
|
-$72.8K
|
-2,685
|
-14%
|
|
|
16
|
Net Worth Advisory Group
Sandy,
Utah
|
$338K
|
+$328K
|
+12,100
|
New
|
|
|
17
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$322K
|
-$25.7K
|
-946
|
-8%
|
|
|
18
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$302K
|
+$293K
|
+10,798
|
New
|
|
|
19
|
Old Mission Capital
Chicago,
Illinois
|
$258K
|
+$251K
|
+9,241
|
New
|
|
|
20
|
Valmark Advisers
Akron,
Ohio
|
$241K
|
-$4.61K
|
-170
|
-2%
|
|
|
21
|
RFG Advisory
Birmingham,
Alabama
|
$239K
|
-$434
|
-16
|
-0.2%
|
|
|
22
|
Insight Advisors
Newtown,
Pennsylvania
|
$215K
|
+$208K
|
+7,680
|
New
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$174K
|
-$106K
|
-3,916
|
-39%
|
|
|
24
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$154K
|
+$9.85K
|
+363
|
+7%
|
|
|
25
|
|
$95.3K
|
-$67.3K
|
-2,482
|
-42%
|
|
