|
1
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$24.5M
|
+$1.44M
|
+31,565
|
+6%
|
|
|
2
|
Act Wealth Management
Plano,
Texas
|
$23.7M
|
+$1.57M
|
+34,341
|
+7%
|
|
|
3
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$22.7M
|
+$1.27M
|
+27,841
|
+6%
|
|
|
4
|
|
$12.3M
|
-$53.6K
|
-1,172
|
-0.4%
|
|
|
5
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$11.5M
|
+$652K
|
+14,262
|
+6%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$10.4M
|
+$327K
|
+7,151
|
+3%
|
|
|
7
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$10M
|
-$237K
|
-5,186
|
-2%
|
|
|
8
|
Dorval Corp
Maple Grove,
Minnesota
|
$9.46M
|
-$2.58M
|
-56,404
|
-22%
|
|
|
9
|
|
$6.02M
|
+$207K
|
+4,534
|
+4%
|
|
|
10
|
Leo Wealth LLC
Hurst,
Texas
|
$5.71M
|
-$3.76M
|
-82,151
|
-40%
|
|
|
11
|
GeoWealth Management
Chicago,
Illinois
|
$5.01M
|
+$4.96M
|
+108,403
|
New
|
|
|
12
|
Scotia Capital
Toronto,
Ontario, Canada
|
$4.92M
|
+$96.2K
|
+2,105
|
+2%
|
|
|
13
|
|
$3.33M
|
+$296K
|
+6,464
|
+10%
|
|
|
14
|
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
|
$3.28M
|
+$121K
|
+2,653
|
+4%
|
|
|
15
|
Gladwyn Financial Advisors
Chantilly,
Virginia
|
$3.12M
|
+$176K
|
+3,855
|
+6%
|
|
|
16
|
Oppenheimer & Co
New York
|
$2.93M
|
+$124K
|
+2,716
|
+4%
|
|
|
17
|
Tactive Advisors
Jacksonville,
Florida
|
$2.76M
|
+$1.7M
|
+37,131
|
+164%
|
|
|
18
|
New Capital Management
Houston,
Texas
|
$2.56M
|
+$445K
|
+9,745
|
+21%
|
|
|
19
|
Allie Family Office
Miami,
Florida
|
$2.48M
|
+$80.9K
|
+1,770
|
+2%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.15M
|
+$11.3K
|
+248
|
+0.5%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$2.01M
|
+$152K
|
+3,332
|
+8%
|
|
|
22
|
Flow Traders U.S.
New York
|
$2M
|
-$478K
|
-10,460
|
-19%
|
|
|
23
|
Ocean Park Asset Management
Santa Monica,
California
|
$1.82M
|
+$1.8M
|
+39,300
|
New
|
|
|
24
|
RWA Wealth Partners
Newton,
Massachusetts
|
$1.57M
|
-$68.6K
|
-1,500
|
-4%
|
|
|
25
|
AssetMark Inc
Concord,
California
|
$1.46M
|
-$77.1K
|
-1,687
|
-5%
|
|
