|
1
|
Wells Fargo
San Francisco,
California
|
USD 19.3 M
|
+USD 9.11 M
|
+382,568
|
+87%
|
|
|
2
|
Cambria Investment Management
Manhattan Beach,
California
|
USD 10.2 M
|
+USD 10.4 M
|
+434,835
|
Nuevas
|
|
|
3
|
Tidal Investments
Milwaukee,
Wisconsin
|
USD 9.02 M
|
+USD 9.14 M
|
+383,757
|
Nuevas
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
USD 9.01 M
|
+USD 3.78 M
|
+158,721
|
+71%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
USD 5.72 M
|
+USD 5.31 M
|
+223,070
|
+1,089%
|
|
|
6
|
Scotia Capital
Toronto,
Ontario, Canada
|
USD 5.59 M
|
+USD 5.67 M
|
+237,986
|
Nuevas
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
USD 5.45 M
|
-USD 342 k
|
-14,339
|
-6%
|
|
|
8
|
LPL Financial
San Diego,
California
|
USD 4.06 M
|
+USD 1.21 M
|
+50,762
|
+42%
|
|
|
9
|
|
USD 3.54 M
|
+USD 1.61 M
|
+67,648
|
+82%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
USD 2.97 M
|
+USD 1.61 M
|
+67,628
|
+115%
|
|
|
11
|
Solstein Capital
Menlo Park,
California
|
USD 2.96 M
|
+USD 700 k
|
+29,387
|
+30%
|
|
|
12
|
Concurrent Investment Advisors
Tampa,
Florida
|
USD 2.91 M
|
+USD 2.95 M
|
+123,986
|
Nuevas
|
|
|
13
|
|
USD 2.88 M
|
–
|
–
|
–
|
|
|
14
|
Daiwa Securities Group
Tokyo,
Japan
|
USD 2.23 M
|
+USD 741 k
|
+31,100
|
+49%
|
|
|
15
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
USD 2 M
|
+USD 187 k
|
+7,861
|
+10%
|
|
|
16
|
Risk Paradigm Group
Austin,
Texas
|
USD 2 M
|
+USD 52.5 k
|
+2,204
|
+3%
|
|
|
17
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
USD 1.82 M
|
-USD 6.03 M
|
-252,974
|
-77%
|
|
|
18
|
Leo Wealth LLC
Hurst,
Texas
|
USD 1.45 M
|
+USD 58.3 k
|
+2,447
|
+4%
|
|
|
19
|
Modern Wealth Management
Lenexa,
Kansas
|
USD 1.4 M
|
-USD 78.6 k
|
-3,300
|
-5%
|
|
|
20
|
Sanctuary Advisors
Indianapolis,
Indiana
|
USD 1.21 M
|
+USD 1.22 M
|
+51,371
|
Nuevas
|
|
|
21
|
|
USD 1.19 M
|
+USD 1.2 M
|
+50,524
|
Nuevas
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 1.11 M
|
+USD 518 k
|
+21,764
|
+85%
|
|
|
23
|
Exit Wealth Advisors
Atlanta,
Georgia
|
USD 1.07 M
|
+USD 827 k
|
+34,700
|
+325%
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
USD 946 k
|
+USD 959 k
|
+40,272
|
Nuevas
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 860 k
|
+USD 353 k
|
+14,833
|
+68%
|
|
