|
1
|
Vontobel Holding
Zurich,
Switzerland
|
$12.4M
|
+$105K
|
+3,598
|
+0.8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$8.14M
|
+$280K
|
+9,581
|
+3%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$6.09M
|
+$2.64M
|
+90,290
|
+70%
|
|
|
4
|
Elmwood Wealth Management
Berkeley,
California
|
$3.95M
|
+$621K
|
+21,218
|
+18%
|
|
|
5
|
AllGen Financial Advisors
Orlando,
Florida
|
$3.92M
|
+$4.12M
|
+140,940
|
New
|
|
|
6
|
|
$3.46M
|
+$3.23M
|
+110,201
|
+769%
|
|
|
7
|
|
$3.19M
|
-$305K
|
-10,426
|
-8%
|
|
|
8
|
Bank of New York Mellon
New York
|
$3.12M
|
+$3.28M
|
+112,065
|
New
|
|
|
9
|
Ignite Planners
San Clemente,
California
|
$2.99M
|
+$164K
|
+5,610
|
+6%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$2.63M
|
+$2.75M
|
+93,813
|
+13,402%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.55M
|
+$1.83M
|
+62,475
|
+215%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.44M
|
-$560K
|
-19,128
|
-18%
|
|
|
13
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$2.13M
|
+$384K
|
+13,130
|
+21%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$1.34M
|
+$551K
|
+18,827
|
+64%
|
|
|
15
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.19M
|
+$1.55K
|
+53
|
+0.1%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$849K
|
+$321K
|
+10,974
|
+56%
|
|
|
17
|
Clear Creek Financial Management
Silverdale,
Washington
|
$823K
|
+$866K
|
+29,598
|
New
|
|
|
18
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$760K
|
+$800K
|
+27,336
|
New
|
|
|
19
|
Old Mission Capital
Chicago,
Illinois
|
$692K
|
+$728K
|
+24,885
|
New
|
|
|
20
|
Trilogy Capital
Irvine,
California
|
$661K
|
+$695K
|
+23,754
|
New
|
|
|
21
|
|
$643K
|
–
|
–
|
–
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$558K
|
-$40.4K
|
-1,382
|
-6%
|
|
|
23
|
NBC Securities
Birmingham,
Alabama
|
$540K
|
-$62.9K
|
-2,148
|
-10%
|
|
|
24
|
AssetMark Inc
Concord,
California
|
$513K
|
-$9.07K
|
-310
|
-2%
|
|
|
25
|
Moors & Cabot
Boston,
Massachusetts
|
$416K
|
+$197K
|
+6,729
|
+82%
|
|
