|
1
|
Barings
Charlotte,
North Carolina
|
$30M
|
–
|
–
|
–
|
|
|
2
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$18.2M
|
-$52.1K
|
-1,181
|
-0.3%
|
|
|
3
|
Act Wealth Management
Plano,
Texas
|
$16.5M
|
+$510K
|
+11,568
|
+3%
|
|
|
4
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$15.4M
|
-$3.94M
|
-89,396
|
-20%
|
|
|
5
|
|
$13.2M
|
+$12.7M
|
+287,473
|
+3,218%
|
|
|
6
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$9.78M
|
+$3.49M
|
+79,077
|
+56%
|
|
|
7
|
Dorval Corp
Maple Grove,
Minnesota
|
$9.32M
|
+$202K
|
+4,570
|
+2%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$9.19M
|
-$13.2M
|
-298,932
|
-59%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$8.56M
|
+$1.21M
|
+27,427
|
+17%
|
|
|
10
|
Leo Wealth LLC
Hurst,
Texas
|
$6.96M
|
+$501K
|
+11,361
|
+8%
|
|
|
11
|
Scotia Capital
Toronto,
Ontario, Canada
|
$6.46M
|
+$474K
|
+10,745
|
+8%
|
|
|
12
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$5.2M
|
+$2.34M
|
+53,041
|
+83%
|
|
|
13
|
|
$5.17M
|
+$239K
|
+5,409
|
+5%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$4.73M
|
+$4.39M
|
+99,566
|
+1,523%
|
|
|
15
|
|
$3.32M
|
+$500K
|
+11,324
|
+18%
|
|
|
16
|
David Kennon
Sarasota,
Florida
|
$3.12M
|
+$19.9K
|
+452
|
+0.6%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.47M
|
+$98.6K
|
+2,234
|
+4%
|
|
|
18
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$2.15M
|
-$722K
|
-16,363
|
-25%
|
|
|
19
|
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
|
$2.08M
|
+$193K
|
+4,365
|
+10%
|
|
|
20
|
Phoenix Financial
Givatayim,
Israel
|
$2.07M
|
-$45.6K
|
-1,034
|
-2%
|
|
|
21
|
Oppenheimer & Co
New York
|
$2.01M
|
+$325K
|
+7,366
|
+19%
|
|
|
22
|
RWA Wealth Partners
Newton,
Massachusetts
|
$1.86M
|
–
|
–
|
–
|
|
|
23
|
Bulltick Wealth Management
Miami,
Florida
|
$1.79M
|
+$532K
|
+12,067
|
+43%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$1.7M
|
+$25.6K
|
+581
|
+2%
|
|
|
25
|
|
$1.6M
|
+$1.58M
|
+35,871
|
New
|
|
