|
1
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$7.98M
|
+$251
|
+3
|
+0%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$2.2M
|
+$382K
|
+4,576
|
+21%
|
|
|
3
|
Karp Capital Management
Sausalito,
California
|
$1.96M
|
+$1.99M
|
+23,834
|
New
|
|
|
4
|
|
$1.54M
|
+$243K
|
+2,909
|
+18%
|
|
|
5
|
The Family Firm
Bethesda,
Maryland
|
$1.24M
|
+$112K
|
+1,342
|
+10%
|
|
|
6
|
|
$845K
|
-$93.2K
|
-1,116
|
-10%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$733K
|
-$905K
|
-10,832
|
-55%
|
|
|
8
|
Crossmark Global Holdings
Houston,
Texas
|
$689K
|
–
|
–
|
–
|
|
|
9
|
Evanson Asset Management
Carmel,
California
|
$513K
|
–
|
–
|
–
|
|
|
10
|
Courage Miller Partners
Norfolk,
Virginia
|
$477K
|
–
|
–
|
–
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$473K
|
+$471K
|
+5,636
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$419K
|
-$3.11M
|
-37,236
|
-88%
|
|
|
13
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$242K
|
–
|
–
|
–
|
|
|
14
|
Flow Traders U.S.
New York
|
$229K
|
+$233K
|
+2,794
|
New
|
|
|
15
|
Wisconsin Capital Management
Madison,
Wisconsin
|
$209K
|
–
|
–
|
–
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$180K
|
-$536K
|
-6,422
|
-75%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$113K
|
+$105K
|
+1,253
|
+1,002%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$109K
|
-$136K
|
-1,633
|
-55%
|
|
|
19
|
WealthShield Partners
Cary,
North Carolina
|
$45K
|
-$32.2K
|
-386
|
Closed
|
|
|
20
|
American Portfolios Advisors
Holbrook,
New York
|
$24.3K
|
+$9.69K
|
+116
|
+64%
|
|
|
21
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$24K
|
–
|
–
|
–
|
|
|
22
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$6K
|
–
|
–
|
–
|
|
|
23
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
24
|
Parallel Advisors
San Francisco,
California
|
$4K
|
–
|
–
|
–
|
|
|
25
|
KeyBank National Association
Cleveland,
Ohio
|
–
|
-$389K
|
-4,766
|
Closed
|
|
