|
1
|
Vontobel Holding
Zurich,
Switzerland
|
$10.4M
|
-$72K
|
-2,722
|
-0.7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$6.24M
|
-$139K
|
-5,245
|
-2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$2.98M
|
-$116K
|
-4,393
|
-4%
|
|
|
4
|
Elmwood Wealth Management
Berkeley,
California
|
$2.78M
|
+$151K
|
+5,700
|
+5%
|
|
|
5
|
Ignite Planners
San Clemente,
California
|
$2.33M
|
+$119K
|
+4,510
|
+5%
|
|
|
6
|
|
$1.7M
|
-$144K
|
-5,448
|
-8%
|
|
|
7
|
|
$1.49M
|
+$128K
|
+4,826
|
+9%
|
|
|
8
|
Haven Private
Orlando,
Florida
|
$895K
|
+$933K
|
+35,286
|
New
|
|
|
9
|
Old Mission Capital
Chicago,
Illinois
|
$593K
|
+$374K
|
+14,138
|
+153%
|
|
|
10
|
|
$586K
|
–
|
–
|
–
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$497K
|
-$118K
|
-4,471
|
-19%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$466K
|
+$42.3K
|
+1,600
|
+10%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$429K
|
-$56.4K
|
-2,134
|
-11%
|
|
|
14
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$342K
|
+$356K
|
+13,479
|
New
|
|
|
15
|
Armis Advisers
Atlanta,
Georgia
|
$313K
|
+$326K
|
+12,340
|
New
|
|
|
16
|
Net Worth Advisory Group
Sandy,
Utah
|
$301K
|
-$6.08K
|
-230
|
-2%
|
|
|
17
|
Insight Advisors
Newtown,
Pennsylvania
|
$274K
|
+$80.8K
|
+3,056
|
+40%
|
|
|
18
|
Valmark Advisers
Akron,
Ohio
|
$231K
|
+$11.9K
|
+450
|
+5%
|
|
|
19
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$226K
|
-$69.3K
|
-2,620
|
-23%
|
|
|
20
|
RFG Advisory
Birmingham,
Alabama
|
$220K
|
+$3.23K
|
+122
|
+1%
|
|
|
21
|
|
$161K
|
+$77.7K
|
+2,937
|
+86%
|
|
|
22
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$148K
|
+$8.52K
|
+322
|
+6%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$115K
|
-$45.2K
|
-1,709
|
-27%
|
|
|
24
|
Harbour Investments
Madison,
Wisconsin
|
$80.5K
|
+$212
|
+8
|
+0.3%
|
|
|
25
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$47K
|
–
|
–
|
–
|
|
