|
1
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$7.93M
|
–
|
–
|
–
|
|
|
2
|
|
$4.43M
|
-$630K
|
-7,728
|
-12%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$2.12M
|
-$10.7K
|
-131
|
-0.5%
|
|
|
4
|
The Family Firm
Bethesda,
Maryland
|
$1.14M
|
+$27.7K
|
+340
|
+2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$960K
|
+$138K
|
+1,695
|
+17%
|
|
|
6
|
|
$890K
|
-$978
|
-12
|
-0.1%
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
$856K
|
+$22.7K
|
+278
|
+3%
|
|
|
8
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$856K
|
+$28.9K
|
+354
|
+3%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$720K
|
-$167K
|
-2,053
|
-19%
|
|
|
10
|
Crossmark Global Holdings
Houston,
Texas
|
$697K
|
-$183K
|
-2,250
|
-21%
|
|
|
11
|
Evanson Asset Management
Carmel,
California
|
$509K
|
–
|
–
|
–
|
|
|
12
|
Courage Miller Partners
Norfolk,
Virginia
|
$459K
|
–
|
–
|
–
|
|
|
13
|
KeyBank National Association
Cleveland,
Ohio
|
$428K
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$226K
|
+$29.4K
|
+361
|
+15%
|
|
|
15
|
Flow Traders U.S.
New York
|
$215K
|
–
|
–
|
–
|
|
|
16
|
Wisconsin Capital Management
Madison,
Wisconsin
|
$201K
|
+$201K
|
+2,465
|
New
|
|
|
17
|
WealthShield Partners
Cary,
North Carolina
|
$69K
|
+$44.1K
|
+541
|
+179%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$35K
|
-$111K
|
-1,363
|
-76%
|
|
|
19
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$23K
|
–
|
–
|
–
|
|
|
20
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$16K
|
–
|
–
|
–
|
|
|
21
|
American Portfolios Advisors
Holbrook,
New York
|
$14.7K
|
–
|
–
|
–
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$14K
|
+$3.83K
|
+47
|
+38%
|
|
|
23
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$6K
|
–
|
–
|
–
|
|
|
24
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
25
|
Parallel Advisors
San Francisco,
California
|
$4K
|
–
|
–
|
–
|
|
