|
1
|
|
$5.21M
|
+$1.64M
|
+124,336
|
+51%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$3.39M
|
+$1.07M
|
+81,533
|
+52%
|
|
|
3
|
180 Wealth Advisors
Federal Way,
Washington
|
$1.65M
|
+$288K
|
+21,836
|
+24%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$1.54M
|
-$5.09M
|
-386,088
|
-78%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.36M
|
+$8.76K
|
+665
|
+0.7%
|
|
|
6
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$1.28M
|
+$27.6K
|
+2,092
|
+2%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.2M
|
+$417K
|
+31,682
|
+60%
|
|
|
8
|
|
$1.11M
|
-$2.01M
|
-152,689
|
-66%
|
|
|
9
|
IHT Wealth Management
Chicago,
Illinois
|
$1.06M
|
+$985K
|
+74,770
|
New
|
|
|
10
|
Credit Suisse
Zurich,
Switzerland
|
$733K
|
-$179K
|
-13,600
|
-21%
|
|
|
11
|
Wealthfront Advisers
Palo Alto,
California
|
$722K
|
+$341K
|
+25,874
|
+104%
|
|
|
12
|
Lane Generational
Dover,
Massachusetts
|
$501K
|
+$26.1K
|
+1,979
|
+6%
|
|
|
13
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$408K
|
+$33.5K
|
+2,540
|
+10%
|
|
|
14
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$351K
|
+$325K
|
+24,694
|
New
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$324K
|
+$117K
|
+8,918
|
+64%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$322K
|
+$36.2K
|
+2,750
|
+14%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$299K
|
+$1.29K
|
+98
|
+0.5%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$296K
|
+$274K
|
+20,781
|
New
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$244K
|
+$2.31K
|
+175
|
+1%
|
|
|
20
|
GFG Capital
Miami,
Florida
|
$243K
|
–
|
–
|
–
|
|
|
21
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$199K
|
–
|
–
|
–
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$187K
|
+$475K
|
+36,070
|
+51%
|
|
|
23
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$186K
|
–
|
–
|
–
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$186K
|
+$5.27K
|
+400
|
+3%
|
|
|
25
|
|
$171K
|
-$6.89M
|
-523,162
|
-98%
|
|
