|
1
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$32.8M
|
+$8.54M
|
+185,743
|
+35%
|
|
|
2
|
Act Wealth Management
Plano,
Texas
|
$24.9M
|
+$1.42M
|
+30,858
|
+6%
|
|
|
3
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$21.3M
|
-$1.22M
|
-26,543
|
-5%
|
|
|
4
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$12.9M
|
+$1.44M
|
+31,404
|
+13%
|
|
|
5
|
|
$11.1M
|
-$1.09M
|
-23,727
|
-9%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$10.6M
|
+$244K
|
+5,309
|
+2%
|
|
|
7
|
Leo Wealth LLC
Hurst,
Texas
|
$10.1M
|
+$4.42M
|
+96,031
|
+78%
|
|
|
8
|
|
$7.3M
|
+$1.33M
|
+28,946
|
+22%
|
|
|
9
|
Dorval Corp
Maple Grove,
Minnesota
|
$7.02M
|
-$2.38M
|
-51,668
|
-25%
|
|
|
10
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$5.58M
|
-$4.4M
|
-95,671
|
-44%
|
|
|
11
|
|
$3.63M
|
+$319K
|
+6,948
|
+10%
|
|
|
12
|
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
|
$3.46M
|
+$208K
|
+4,532
|
+6%
|
|
|
13
|
Gladwyn Financial Advisors
Chantilly,
Virginia
|
$3.22M
|
+$128K
|
+2,785
|
+4%
|
|
|
14
|
SSA Swiss Advisors
Zurich,
|
$2.74M
|
+$2.74M
|
+59,642
|
New
|
|
|
15
|
Tactive Advisors
Jacksonville,
Florida
|
$2.7M
|
-$47.4K
|
-1,031
|
-2%
|
|
|
16
|
New Capital Management
Houston,
Texas
|
$2.56M
|
+$19.3K
|
+420
|
+0.8%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$2.55M
|
+$1.39M
|
+30,157
|
+118%
|
|
|
18
|
Allie Family Office
Miami,
Florida
|
$2.5M
|
+$32.4K
|
+705
|
+0.8%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.2M
|
+$67.9K
|
+1,477
|
+3%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$2.19M
|
+$193K
|
+4,191
|
+10%
|
|
|
21
|
Flow Traders U.S.
New York
|
$2.03M
|
+$45.2K
|
+984
|
+2%
|
|
|
22
|
Ocean Park Asset Management
Santa Monica,
California
|
$1.8M
|
–
|
–
|
–
|
|
|
23
|
Nilsine Partners
Greenwood Village,
Colorado
|
$1.43M
|
+$97.8K
|
+2,127
|
+7%
|
|
|
24
|
Oppenheimer Asset Management
New York
|
$1.28M
|
-$170K
|
-3,706
|
-12%
|
|
|
25
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.16M
|
+$122K
|
+2,654
|
+12%
|
|
