|
1
|
Barings
Charlotte,
North Carolina
|
$29.8M
|
–
|
–
|
–
|
|
|
2
|
Act Wealth Management
Plano,
Texas
|
$18.8M
|
+$2.39M
|
+54,089
|
+15%
|
|
|
3
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$18.6M
|
+$562K
|
+12,755
|
+3%
|
|
|
4
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$17.2M
|
+$51.4K
|
+1,166
|
+0.3%
|
|
|
5
|
|
$13M
|
-$114K
|
-2,578
|
-0.9%
|
|
|
6
|
|
$11.3M
|
+$6.08M
|
+137,990
|
+119%
|
|
|
7
|
Dorval Corp
Maple Grove,
Minnesota
|
$9.7M
|
+$382K
|
+8,670
|
+4%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$8.75M
|
+$231K
|
+5,234
|
+3%
|
|
|
9
|
Leo Wealth LLC
Hurst,
Texas
|
$7.34M
|
+$416K
|
+9,435
|
+6%
|
|
|
10
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$6.61M
|
-$3.11M
|
-70,628
|
-32%
|
|
|
11
|
Scotia Capital
Toronto,
Ontario, Canada
|
$6.49M
|
+$58.6K
|
+1,330
|
+0.9%
|
|
|
12
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$6.07M
|
+$889K
|
+20,171
|
+17%
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
$4.88M
|
+$4.11M
|
+93,164
|
+547%
|
|
|
14
|
|
$3.81M
|
+$508K
|
+11,525
|
+15%
|
|
|
15
|
David Kennon
Sarasota,
Florida
|
$3.15M
|
+$45.6K
|
+1,033
|
+1%
|
|
|
16
|
|
$2.8M
|
+$2.57M
|
+58,186
|
+1,180%
|
|
|
17
|
|
$2.56M
|
+$962K
|
+21,812
|
+61%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.45M
|
-$11K
|
-249
|
-0.4%
|
|
|
19
|
Phoenix Financial
Givatayim,
Israel
|
$2.37M
|
+$303K
|
+6,862
|
+15%
|
|
|
20
|
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
|
$2.23M
|
+$152K
|
+3,454
|
+7%
|
|
|
21
|
Oppenheimer & Co
New York
|
$2.01M
|
+$9.48K
|
+215
|
+0.5%
|
|
|
22
|
RWA Wealth Partners
Newton,
Massachusetts
|
$1.85M
|
-$7.36K
|
-167
|
-0.4%
|
|
|
23
|
Prudential plc
London, England,
United Kingdom
|
$1.49M
|
+$198K
|
+4,480
|
+15%
|
|
|
24
|
Oppenheimer Asset Management
New York
|
$1.22M
|
+$181K
|
+4,102
|
+17%
|
|
|
25
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$1.21M
|
-$925K
|
-20,983
|
-43%
|
|
