|
1
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.92M
|
+$5.08M
|
+228,589
|
New
|
|
|
2
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$2.27M
|
+$1.95M
|
+87,622
|
New
|
|
|
3
|
Black Swift Group
Boulder,
Colorado
|
$2.03M
|
+$1.74M
|
+78,410
|
New
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$687K
|
+$212K
|
+9,519
|
+56%
|
|
|
5
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$682K
|
+$209K
|
+9,399
|
+56%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$559K
|
+$480K
|
+21,583
|
New
|
|
|
7
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$487K
|
+$418K
|
+18,800
|
New
|
|
|
8
|
TRUADVICE
Sarasota,
Florida
|
$409K
|
+$347K
|
+15,589
|
New
|
|
|
9
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$303K
|
+$260K
|
+11,692
|
New
|
|
|
10
|
Safeguard Investment Advisory Group
Corona,
California
|
$83K
|
+$71.4K
|
+3,212
|
New
|
|
|
11
|
Pacific Center for Financial Services
San Ramon,
California
|
$72K
|
+$61.7K
|
+2,774
|
New
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$61K
|
+$52.1K
|
+2,345
|
New
|
|
|
13
|
Larson Financial Group
St Louis,
Missouri
|
$28K
|
–
|
–
|
–
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$14K
|
+$11.7K
|
+528
|
New
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$13K
|
+$11.1K
|
+500
|
New
|
|
|
16
|
Rockbridge Investment Management
Syracuse,
New York
|
$12K
|
+$8.89K
|
+400
|
+800%
|
|
|
17
|
|
$8K
|
+$6.67K
|
+300
|
New
|
|
|
18
|
Next Financial Group
Houston,
Texas
|
$2K
|
+$1.67K
|
+75
|
New
|
|
|
19
|
Biltmore Family Office
Charlotte,
North Carolina
|
–
|
-$19K
|
-1,000
|
Closed
|
|
