|
1
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$20M
|
+$660K
|
+14,631
|
+3%
|
|
|
2
|
Act Wealth Management
Plano,
Texas
|
$19.9M
|
+$398K
|
+8,827
|
+2%
|
|
|
3
|
Barings
Charlotte,
North Carolina
|
$19.8M
|
-$11M
|
-243,169
|
-36%
|
|
|
4
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$17.8M
|
-$942K
|
-20,868
|
-6%
|
|
|
5
|
Dorval Corp
Maple Grove,
Minnesota
|
$12.6M
|
+$2.58M
|
+57,079
|
+26%
|
|
|
6
|
|
$11.1M
|
-$2.39M
|
-52,999
|
-18%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$9.31M
|
+$214K
|
+4,737
|
+2%
|
|
|
8
|
|
$9.08M
|
-$2.57M
|
-56,864
|
-22%
|
|
|
9
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$8.23M
|
+$1.9M
|
+42,036
|
+31%
|
|
|
10
|
Leo Wealth LLC
Hurst,
Texas
|
$8.12M
|
+$460K
|
+10,197
|
+6%
|
|
|
11
|
Scotia Capital
Toronto,
Ontario, Canada
|
$6.97M
|
+$219K
|
+4,851
|
+3%
|
|
|
12
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$6.6M
|
-$265K
|
-5,867
|
-4%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$6.4M
|
+$6.28M
|
+139,207
|
New
|
|
|
14
|
|
$3.73M
|
-$224K
|
-4,958
|
-6%
|
|
|
15
|
David Kennon
Sarasota,
Florida
|
$3.34M
|
+$62.9K
|
+1,395
|
+2%
|
|
|
16
|
Phoenix Financial
Givatayim,
Israel
|
$3.3M
|
+$825K
|
+18,276
|
+34%
|
|
|
17
|
|
$3.07M
|
+$2.81M
|
+62,200
|
+1,352%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.58M
|
+$36.9K
|
+818
|
+1%
|
|
|
19
|
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
|
$2.49M
|
+$172K
|
+3,817
|
+8%
|
|
|
20
|
Oppenheimer & Co
New York
|
$2.12M
|
+$33.8K
|
+749
|
+2%
|
|
|
21
|
RWA Wealth Partners
Newton,
Massachusetts
|
$1.92M
|
–
|
–
|
–
|
|
|
22
|
LPL Financial
San Diego,
California
|
$1.74M
|
+$546K
|
+12,095
|
+47%
|
|
|
23
|
Prudential plc
London, England,
United Kingdom
|
$1.55M
|
–
|
–
|
–
|
|
|
24
|
|
$1.44M
|
-$1.19M
|
-26,436
|
-46%
|
|
|
25
|
Oppenheimer Asset Management
New York
|
$1.29M
|
+$20.8K
|
+460
|
+2%
|
|
