|
1
|
|
$8.35M
|
-$5.65M
|
-72,611
|
-40%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$2.17M
|
-$253K
|
-3,255
|
-10%
|
|
|
3
|
The Family Firm
Bethesda,
Maryland
|
$1.03M
|
-$11.8K
|
-152
|
-1%
|
|
|
4
|
RWA Wealth Partners
Newton,
Massachusetts
|
$989K
|
+$997K
|
+12,812
|
New
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$917K
|
+$3.35K
|
+43
|
+0.4%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$869K
|
-$639K
|
-8,207
|
-42%
|
|
|
7
|
|
$857K
|
-$177K
|
-2,273
|
-17%
|
|
|
8
|
AE Wealth Management
Topeka,
Kansas
|
$676K
|
+$682K
|
+8,755
|
New
|
|
|
9
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$675K
|
+$681K
|
+8,745
|
New
|
|
|
10
|
Crossmark Global Holdings
Houston,
Texas
|
$659K
|
–
|
–
|
–
|
|
|
11
|
Evanson Asset Management
Carmel,
California
|
$486K
|
–
|
–
|
–
|
|
|
12
|
Courage Miller Partners
Norfolk,
Virginia
|
$433K
|
-$11.8K
|
-151
|
-3%
|
|
|
13
|
KeyBank National Association
Cleveland,
Ohio
|
$404K
|
-$10K
|
-129
|
-2%
|
|
|
14
|
Maxim Capital Management
San Francisco,
California
|
$276K
|
-$3.15M
|
-40,424
|
-92%
|
|
|
15
|
Flow Traders U.S.
New York
|
$204K
|
+$205K
|
+2,638
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$186K
|
-$4.51K
|
-58
|
-2%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$107K
|
+$31.9K
|
+410
|
+42%
|
|
|
18
|
American Portfolios Advisors
Holbrook,
New York
|
$53.2K
|
–
|
–
|
–
|
|
|
19
|
WealthShield Partners
Cary,
North Carolina
|
$27K
|
-$37.4K
|
-480
|
-58%
|
|
|
20
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$22K
|
–
|
–
|
–
|
|
|
21
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$15K
|
–
|
–
|
–
|
|
|
22
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$12K
|
+$11.7K
|
+150
|
New
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$10K
|
+$9.73K
|
+125
|
New
|
|
|
24
|
Asset Dedication LLC
San Francisco,
California
|
$7K
|
+$1.32K
|
+17
|
+24%
|
|
|
25
|
Golden State Wealth Management
Santa Ana,
California
|
$7K
|
+$7.47K
|
+96
|
New
|
|
