|
1
|
Vontobel Holding
Zurich,
Switzerland
|
$12.4M
|
+$771K
|
+27,251
|
+7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$7.12M
|
+$185K
|
+6,543
|
+3%
|
|
|
3
|
Bank of New York Mellon
New York
|
$3.78M
|
+$218K
|
+7,700
|
+6%
|
|
|
4
|
|
$3.73M
|
+$595K
|
+21,019
|
+19%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$3.48M
|
+$502K
|
+17,725
|
+17%
|
|
|
6
|
Elmwood Wealth Management
Berkeley,
California
|
$3.25M
|
+$211K
|
+7,461
|
+7%
|
|
|
7
|
Ignite Planners
San Clemente,
California
|
$2.99M
|
-$107K
|
-3,786
|
-4%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.7M
|
+$2.51M
|
+88,807
|
+1,350%
|
|
|
9
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$969K
|
+$954K
|
+33,718
|
New
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$709K
|
+$16.3K
|
+577
|
+2%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$702K
|
+$205K
|
+7,250
|
+42%
|
|
|
12
|
|
$664K
|
–
|
–
|
–
|
|
|
13
|
NBC Securities
Birmingham,
Alabama
|
$572K
|
-$20.2K
|
-714
|
-3%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$569K
|
+$198K
|
+7,002
|
+55%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$543K
|
+$29.3K
|
+1,037
|
+6%
|
|
|
16
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$387K
|
–
|
–
|
–
|
|
|
17
|
Net Worth Advisory Group
Sandy,
Utah
|
$343K
|
-$9.48K
|
-335
|
-3%
|
|
|
18
|
Insight Advisors
Newtown,
Pennsylvania
|
$316K
|
+$1.67K
|
+59
|
+0.5%
|
|
|
19
|
RFG Advisory
Birmingham,
Alabama
|
$268K
|
+$2.75K
|
+97
|
+1%
|
|
|
20
|
Integrity Alliance
Urbandale,
Iowa
|
$249K
|
+$30K
|
+1,061
|
+14%
|
|
|
21
|
Valmark Advisers
Akron,
Ohio
|
$247K
|
-$6.45K
|
-228
|
-3%
|
|
|
22
|
Moors & Cabot
Boston,
Massachusetts
|
$221K
|
+$12.8K
|
+454
|
+6%
|
|
|
23
|
|
$216K
|
-$283
|
-10
|
-0.1%
|
|
|
24
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$209K
|
-$1.58K
|
-56
|
-0.8%
|
|
|
25
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$192K
|
+$19.6K
|
+694
|
+12%
|
|
