|
1
|
Barings
Charlotte,
North Carolina
|
$31.9M
|
–
|
–
|
–
|
|
|
2
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$30.4M
|
+$1M
|
+23,365
|
+3%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$21.8M
|
+$3.45M
|
+80,440
|
+18%
|
|
|
4
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$18.6M
|
+$2.16M
|
+50,287
|
+13%
|
|
|
5
|
Act Wealth Management
Plano,
Texas
|
$15.7M
|
+$1.71M
|
+39,879
|
+12%
|
|
|
6
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$10.4M
|
+$159K
|
+3,712
|
+2%
|
|
|
7
|
|
$8.63M
|
-$22.3M
|
-519,495
|
-72%
|
|
|
8
|
Advisornet Financial
Minnetonka,
Minnesota
|
$8.36M
|
+$243K
|
+5,669
|
+3%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$7.81M
|
+$4.19M
|
+97,586
|
+112%
|
|
|
10
|
Scotia Capital
Toronto,
Ontario, Canada
|
$5.98M
|
+$310K
|
+7,218
|
+5%
|
|
|
11
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$5.76M
|
+$191K
|
+4,446
|
+3%
|
|
|
12
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$3.66M
|
+$275K
|
+6,403
|
+8%
|
|
|
13
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$2.89M
|
+$2.94M
|
+68,443
|
New
|
|
|
14
|
David Kennon
Sarasota,
Florida
|
$2.89M
|
+$22.2K
|
+518
|
+0.8%
|
|
|
15
|
|
$2.72M
|
+$9.57K
|
+223
|
+0.3%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.49M
|
+$55.2K
|
+1,286
|
+2%
|
|
|
17
|
|
$2.11M
|
+$647K
|
+15,070
|
+43%
|
|
|
18
|
Phoenix Financial
Givatayim,
Israel
|
$2.11M
|
-$476K
|
-11,094
|
-18%
|
|
|
19
|
Oppenheimer Asset Management
New York
|
$2.06M
|
+$36K
|
+839
|
+2%
|
|
|
20
|
RWA Wealth Partners
Newton,
Massachusetts
|
$1.77M
|
–
|
–
|
–
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$1.71M
|
+$172K
|
+4,000
|
+11%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$1.32M
|
+$90.7K
|
+2,115
|
+7%
|
|
|
23
|
Oppenheimer & Co
New York
|
$1.31M
|
+$104K
|
+2,432
|
+9%
|
|
|
24
|
Bulltick Wealth Management
Miami,
Florida
|
$1.31M
|
-$172K
|
-4,000
|
-11%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.07M
|
+$1.09M
|
+25,406
|
New
|
|
