|
1
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$7.68M
|
+$7.56M
|
+97,159
|
New
|
|
|
2
|
|
$4.9M
|
-$3.59M
|
-46,132
|
-43%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$2.06M
|
-$158K
|
-2,034
|
-7%
|
|
|
4
|
The Family Firm
Bethesda,
Maryland
|
$1.08M
|
+$20.5K
|
+263
|
+2%
|
|
|
5
|
|
$863K
|
-$14K
|
-180
|
-2%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$859K
|
-$27.7K
|
-356
|
-3%
|
|
|
7
|
Crossmark Global Holdings
Houston,
Texas
|
$853K
|
+$175K
|
+2,250
|
+26%
|
|
|
8
|
AE Wealth Management
Topeka,
Kansas
|
$806K
|
+$113K
|
+1,457
|
+17%
|
|
|
9
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$800K
|
+$108K
|
+1,391
|
+16%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$796K
|
-$141K
|
-1,807
|
-15%
|
|
|
11
|
Evanson Asset Management
Carmel,
California
|
$493K
|
-$4.04K
|
-52
|
-0.8%
|
|
|
12
|
Courage Miller Partners
Norfolk,
Virginia
|
$458K
|
+$14.9K
|
+191
|
+3%
|
|
|
13
|
KeyBank National Association
Cleveland,
Ohio
|
$414K
|
–
|
–
|
–
|
|
|
14
|
Flow Traders U.S.
New York
|
$209K
|
–
|
–
|
–
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$190K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$142K
|
+$31K
|
+398
|
+29%
|
|
|
17
|
WealthShield Partners
Cary,
North Carolina
|
$24K
|
-$3.5K
|
-45
|
-13%
|
|
|
18
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$23K
|
–
|
–
|
–
|
|
|
19
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$16K
|
–
|
–
|
–
|
|
|
20
|
American Portfolios Advisors
Holbrook,
New York
|
$14.2K
|
-$39.7K
|
-510
|
-74%
|
|
|
21
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$12K
|
–
|
–
|
–
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$10K
|
–
|
–
|
–
|
|
|
23
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$6K
|
–
|
–
|
–
|
|
|
24
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
25
|
Parallel Advisors
San Francisco,
California
|
$3K
|
–
|
–
|
–
|
|
