|
1
|
|
$14.2M
|
+$9.8M
|
+136,410
|
+200%
|
|
|
2
|
Checchi Capital Advisers
Beverly Hills,
California
|
$10.5M
|
+$4.67M
|
+65,196
|
+76%
|
|
|
3
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$6.76M
|
–
|
–
|
–
|
|
|
4
|
Karp Capital Management
Sausalito,
California
|
$4.07M
|
-$392K
|
-5,477
|
-9%
|
|
|
5
|
AE Wealth Management
Topeka,
Kansas
|
$2.1M
|
-$198K
|
-2,759
|
-8%
|
|
|
6
|
Tocqueville Asset Management
New York
|
$1.92M
|
+$1.97M
|
+27,558
|
New
|
|
|
7
|
The Family Firm
Bethesda,
Maryland
|
$1.04M
|
-$4.44K
|
-62
|
-0.4%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$789K
|
+$812K
|
+11,338
|
New
|
|
|
9
|
|
$638K
|
+$645
|
+9
|
+0.1%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$594K
|
+$310K
|
+4,323
|
+103%
|
|
|
11
|
Crossmark Global Holdings
Houston,
Texas
|
$567K
|
–
|
–
|
–
|
|
|
12
|
Evanson Asset Management
Carmel,
California
|
$417K
|
–
|
–
|
–
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$406K
|
–
|
–
|
–
|
|
|
14
|
Courage Miller Partners
Norfolk,
Virginia
|
$404K
|
–
|
–
|
–
|
|
|
15
|
Oak Asset Management
Westlake Village,
California
|
$404K
|
+$416K
|
+5,808
|
New
|
|
|
16
|
Wisconsin Capital Management
Madison,
Wisconsin
|
$400K
|
+$788
|
+11
|
+0.2%
|
|
|
17
|
McLean Asset Management
Tysons,
Virginia
|
$265K
|
+$277K
|
+3,867
|
New
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$234K
|
+$240K
|
+3,355
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$184K
|
+$64.3K
|
+897
|
+51%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$170K
|
+$156K
|
+2,178
|
+813%
|
|
|
21
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$132K
|
-$64.5K
|
-900
|
-32%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$91K
|
-$350K
|
-4,892
|
-79%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$40K
|
-$3.58K
|
-50
|
-8%
|
|
|
24
|
American Portfolios Advisors
Holbrook,
New York
|
$12.2K
|
-$7.59K
|
-106
|
-38%
|
|
|
25
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$4K
|
+$3.87K
|
+54
|
New
|
|
