|
1
|
Vontobel Holding
Zurich,
Switzerland
|
$11.1M
|
+$222K
|
+8,489
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$6.72M
|
+$135K
|
+5,158
|
+2%
|
|
|
3
|
Bank of New York Mellon
New York
|
$5.52M
|
+$5.4M
|
+206,442
|
New
|
|
|
4
|
Elmwood Wealth Management
Berkeley,
California
|
$2.9M
|
-$40.3K
|
-1,542
|
-1%
|
|
|
5
|
Ignite Planners
San Clemente,
California
|
$2.76M
|
+$285K
|
+10,919
|
+12%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$2.75M
|
-$378K
|
-14,453
|
-12%
|
|
|
7
|
|
$1.53M
|
-$251K
|
-9,619
|
-14%
|
|
|
8
|
|
$1.18M
|
-$383K
|
-14,650
|
-25%
|
|
|
9
|
|
$618K
|
–
|
–
|
–
|
|
|
10
|
NBC Securities
Birmingham,
Alabama
|
$555K
|
+$542K
|
+20,736
|
+103,680%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$527K
|
+$2.61K
|
+100
|
+0.5%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$466K
|
+$13.2K
|
+506
|
+3%
|
|
|
13
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$361K
|
-$157
|
-6
|
-0%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$354K
|
-$134K
|
-5,140
|
-28%
|
|
|
15
|
Net Worth Advisory Group
Sandy,
Utah
|
$324K
|
+$6.51K
|
+249
|
+2%
|
|
|
16
|
Insight Advisors
Newtown,
Pennsylvania
|
$293K
|
+$5.54K
|
+212
|
+2%
|
|
|
17
|
Valmark Advisers
Akron,
Ohio
|
$242K
|
-$915
|
-35
|
-0.4%
|
|
|
18
|
RFG Advisory
Birmingham,
Alabama
|
$236K
|
+$3.55K
|
+136
|
+2%
|
|
|
19
|
|
$214K
|
+$209K
|
+7,985
|
New
|
|
|
20
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$211K
|
-$25.9K
|
-991
|
-11%
|
|
|
21
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$163K
|
+$11.6K
|
+445
|
+8%
|
|
|
22
|
Harbour Investments
Madison,
Wisconsin
|
$104K
|
+$19.2K
|
+733
|
+23%
|
|
|
23
|
|
$91.9K
|
-$76.1K
|
-2,913
|
-46%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$88K
|
-$31.7K
|
-1,214
|
-27%
|
|
|
25
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$50K
|
–
|
–
|
–
|
|
