|
1
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$7.33M
|
–
|
–
|
–
|
|
|
2
|
Checchi Capital Advisers
Beverly Hills,
California
|
$6.47M
|
+$407K
|
+5,303
|
+7%
|
|
|
3
|
|
$5.13M
|
-$5.47M
|
-71,278
|
-51%
|
|
|
4
|
Karp Capital Management
Sausalito,
California
|
$4.82M
|
+$3.58M
|
+46,588
|
+269%
|
|
|
5
|
AE Wealth Management
Topeka,
Kansas
|
$2.48M
|
+$435K
|
+5,663
|
+21%
|
|
|
6
|
The Family Firm
Bethesda,
Maryland
|
$1.13M
|
–
|
–
|
–
|
|
|
7
|
Flow Traders U.S.
New York
|
$741K
|
+$293K
|
+3,811
|
+63%
|
|
|
8
|
|
$691K
|
-$6.07K
|
-79
|
-0.9%
|
|
|
9
|
Crossmark Global Holdings
Houston,
Texas
|
$614K
|
–
|
–
|
–
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$467K
|
-$56.2K
|
-732
|
-11%
|
|
|
11
|
Evanson Asset Management
Carmel,
California
|
$451K
|
-$23.8K
|
-310
|
-5%
|
|
|
12
|
Courage Miller Partners
Norfolk,
Virginia
|
$438K
|
–
|
–
|
–
|
|
|
13
|
Wisconsin Capital Management
Madison,
Wisconsin
|
$433K
|
–
|
–
|
–
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$427K
|
–
|
–
|
–
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$317K
|
+$159K
|
+2,076
|
+98%
|
|
|
16
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$211K
|
-$367K
|
-4,783
|
-63%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$132K
|
+$24.6K
|
+320
|
+22%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$48K
|
-$5.45K
|
-71
|
-10%
|
|
|
19
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$22K
|
–
|
–
|
–
|
|
|
20
|
American Portfolios Advisors
Holbrook,
New York
|
$21.2K
|
–
|
–
|
–
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$21K
|
-$26.9K
|
-350
|
-57%
|
|
|
22
|
Parallel Advisors
San Francisco,
California
|
$4K
|
–
|
–
|
–
|
|
|
23
|
Archer Investment Corporation
Carmel,
Indiana
|
$2.25K
|
–
|
–
|
–
|
|
|
24
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$273K
|
-3,496
|
Closed
|
|
