|
1
|
Vontobel Holding
Zurich,
Switzerland
|
$13M
|
+$405K
|
+14,045
|
+3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$8.27M
|
+$1.02M
|
+35,353
|
+14%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$3.75M
|
+$211K
|
+7,314
|
+6%
|
|
|
4
|
|
$3.65M
|
-$134K
|
-4,639
|
-4%
|
|
|
5
|
Elmwood Wealth Management
Berkeley,
California
|
$3.53M
|
+$227K
|
+7,885
|
+7%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.12M
|
+$334K
|
+11,589
|
+12%
|
|
|
7
|
Ignite Planners
San Clemente,
California
|
$3.02M
|
-$66.2K
|
-2,299
|
-2%
|
|
|
8
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$1.85M
|
+$854K
|
+29,655
|
+88%
|
|
|
9
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.25M
|
+$1.23M
|
+42,655
|
New
|
|
|
10
|
LPL Financial
San Diego,
California
|
$855K
|
+$140K
|
+4,844
|
+20%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$849K
|
+$717K
|
+24,874
|
+591%
|
|
|
12
|
|
$674K
|
–
|
–
|
–
|
|
|
13
|
NBC Securities
Birmingham,
Alabama
|
$629K
|
+$47.7K
|
+1,655
|
+8%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$626K
|
+$73.4K
|
+2,546
|
+13%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$570K
|
-$8.18K
|
-284
|
-1%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$547K
|
+$540K
|
+18,744
|
New
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$428K
|
-$288K
|
-10,010
|
-41%
|
|
|
18
|
|
$418K
|
+$413K
|
+14,322
|
New
|
|
|
19
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$393K
|
–
|
–
|
–
|
|
|
20
|
Net Worth Advisory Group
Sandy,
Utah
|
$368K
|
+$19.2K
|
+667
|
+6%
|
|
|
21
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$334K
|
+$329K
|
+11,422
|
New
|
|
|
22
|
Insight Advisors
Newtown,
Pennsylvania
|
$322K
|
+$288
|
+10
|
+0.1%
|
|
|
23
|
Rubicon Advisors
Redding,
California
|
$320K
|
+$315K
|
+10,945
|
New
|
|
|
24
|
Valmark Advisers
Akron,
Ohio
|
$305K
|
+$53.3K
|
+1,850
|
+22%
|
|
|
25
|
RFG Advisory
Birmingham,
Alabama
|
$278K
|
+$6.4K
|
+222
|
+2%
|
|
