|
1
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$26.7M
|
-$5.83M
|
-127,100
|
-18%
|
|
|
2
|
Act Wealth Management
Plano,
Texas
|
$25.8M
|
+$1.24M
|
+27,060
|
+5%
|
|
|
3
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$21.4M
|
+$460K
|
+10,031
|
+2%
|
|
|
4
|
Leo Wealth LLC
Hurst,
Texas
|
$15.4M
|
+$5.49M
|
+119,638
|
+54%
|
|
|
5
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$13.4M
|
+$698K
|
+15,218
|
+5%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$11.8M
|
+$1.37M
|
+29,858
|
+13%
|
|
|
7
|
|
$7.57M
|
+$371K
|
+8,080
|
+5%
|
|
|
8
|
|
$6.28M
|
-$4.75M
|
-103,402
|
-43%
|
|
|
9
|
Private Advisory Group
Redmond,
Washington
|
$4.85M
|
+$4.91M
|
+107,049
|
New
|
|
|
10
|
|
$4.2M
|
+$626K
|
+13,646
|
+17%
|
|
|
11
|
New Capital Management
Houston,
Texas
|
$3.8M
|
+$1.29M
|
+28,198
|
+51%
|
|
|
12
|
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
|
$3.66M
|
+$242K
|
+5,269
|
+7%
|
|
|
13
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$3.62M
|
+$3.67M
|
+80,000
|
New
|
|
|
14
|
SSA Swiss Advisors
Zurich,
|
$3.49M
|
+$799K
|
+17,414
|
+29%
|
|
|
15
|
Gladwyn Financial Advisors
Chantilly,
Virginia
|
$3.25M
|
+$73.1K
|
+1,592
|
+2%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$2.98M
|
+$463K
|
+10,087
|
+18%
|
|
|
17
|
Allie Family Office
Miami,
Florida
|
$2.45M
|
-$19.7K
|
-430
|
-0.5%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.3M
|
+$137K
|
+2,975
|
+6%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$2.26M
|
+$99.5K
|
+2,169
|
+5%
|
|
|
20
|
|
$2.22M
|
+$2.25M
|
+49,133
|
New
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.06M
|
+$2.09M
|
+45,579
|
New
|
|
|
22
|
Forum Finance Group
Geneva,
|
$1.77M
|
+$2.26M
|
+49,254
|
New
|
|
|
23
|
Oppenheimer Asset Management
New York
|
$1.43M
|
+$170K
|
+3,699
|
+13%
|
|
|
24
|
Guggenheim Capital
Chicago,
Illinois
|
$1.4M
|
+$399K
|
+8,700
|
+39%
|
|
|
25
|
Nilsine Partners
Greenwood Village,
Colorado
|
$1.38M
|
-$49.5K
|
-1,078
|
-3%
|
|
