|
1
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$7.93M
|
-$922
|
-11
|
-0%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$3.46M
|
+$104K
|
+1,246
|
+3%
|
|
|
3
|
AE Wealth Management
Topeka,
Kansas
|
$1.81M
|
+$822K
|
+9,806
|
+79%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$1.61M
|
-$438K
|
-5,223
|
-21%
|
|
|
5
|
|
$1.29M
|
-$1.25M
|
-14,851
|
-48%
|
|
|
6
|
The Family Firm
Bethesda,
Maryland
|
$1.12M
|
–
|
–
|
–
|
|
|
7
|
|
$931K
|
+$40.5K
|
+483
|
+4%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$703K
|
-$232K
|
-2,764
|
-24%
|
|
|
9
|
Crossmark Global Holdings
Houston,
Texas
|
$685K
|
–
|
–
|
–
|
|
|
10
|
Evanson Asset Management
Carmel,
California
|
$510K
|
–
|
–
|
–
|
|
|
11
|
Courage Miller Partners
Norfolk,
Virginia
|
$474K
|
–
|
–
|
–
|
|
|
12
|
KeyBank National Association
Cleveland,
Ohio
|
$389K
|
-$25.2K
|
-300
|
-6%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$242K
|
-$21.7K
|
-259
|
-8%
|
|
|
14
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$242K
|
+$248K
|
+2,963
|
New
|
|
|
15
|
Wisconsin Capital Management
Madison,
Wisconsin
|
$207K
|
+$6.2K
|
+74
|
+3%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$203K
|
–
|
–
|
–
|
|
|
17
|
WealthShield Partners
Cary,
North Carolina
|
$32K
|
+$32.4K
|
+386
|
New
|
|
|
18
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$23K
|
–
|
–
|
–
|
|
|
19
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$16K
|
–
|
–
|
–
|
|
|
20
|
American Portfolios Advisors
Holbrook,
New York
|
$14.7K
|
–
|
–
|
–
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$10K
|
–
|
–
|
–
|
|
|
22
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$6K
|
–
|
–
|
–
|
|
|
23
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
24
|
Parallel Advisors
San Francisco,
California
|
$4K
|
–
|
–
|
–
|
|
|
25
|
Archer Investment Corporation
Carmel,
Indiana
|
$2.45K
|
–
|
–
|
–
|
|
