|
1
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$8.28M
|
+$915
|
+11
|
+0%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$3.5M
|
+$3.38M
|
+40,652
|
+9,432%
|
|
|
3
|
|
$2.62M
|
-$1.96M
|
-23,586
|
-43%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$2.13M
|
-$80.8K
|
-972
|
-4%
|
|
|
5
|
The Family Firm
Bethesda,
Maryland
|
$1.16M
|
-$22.6K
|
-272
|
-2%
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$1.06M
|
+$160K
|
+1,928
|
+18%
|
|
|
7
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$1.06M
|
+$161K
|
+1,935
|
+18%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$969K
|
-$33.3K
|
-400
|
-3%
|
|
|
9
|
|
$930K
|
–
|
–
|
–
|
|
|
10
|
Crossmark Global Holdings
Houston,
Texas
|
$714K
|
-$13.3K
|
-160
|
-2%
|
|
|
11
|
Evanson Asset Management
Carmel,
California
|
$532K
|
–
|
–
|
–
|
|
|
12
|
Courage Miller Partners
Norfolk,
Virginia
|
$495K
|
–
|
–
|
–
|
|
|
13
|
KeyBank National Association
Cleveland,
Ohio
|
$431K
|
-$14.6K
|
-176
|
-3%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$275K
|
+$37.3K
|
+449
|
+16%
|
|
|
15
|
Flow Traders U.S.
New York
|
$225K
|
–
|
–
|
–
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$212K
|
+$207K
|
+2,493
|
New
|
|
|
17
|
Wisconsin Capital Management
Madison,
Wisconsin
|
$210K
|
–
|
–
|
–
|
|
|
18
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$24K
|
–
|
–
|
–
|
|
|
19
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$17K
|
–
|
–
|
–
|
|
|
20
|
American Portfolios Advisors
Holbrook,
New York
|
$15.3K
|
–
|
–
|
–
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$10K
|
-$3.91K
|
-47
|
-27%
|
|
|
22
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$6K
|
–
|
–
|
–
|
|
|
23
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
24
|
Parallel Advisors
San Francisco,
California
|
$4K
|
–
|
–
|
–
|
|
|
25
|
Archer Investment Corporation
Carmel,
Indiana
|
$2.56K
|
–
|
–
|
–
|
|
