|
1
|
Adams Wealth Management
Logan,
Utah
|
$9.86M
|
+$1.58M
|
+30,645
|
+19%
|
|
|
2
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$6.93M
|
+$5.38M
|
+104,249
|
+350%
|
|
|
3
|
|
$5.17M
|
+$5.16M
|
+100,000
|
New
|
|
|
4
|
Flow Traders U.S.
New York
|
$2.72M
|
+$2.72M
|
+52,648
|
New
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.52M
|
+$2.51M
|
+48,739
|
New
|
|
|
6
|
Toews Corporation
Northfield,
New Jersey
|
$2.16M
|
+$2.16M
|
+41,800
|
New
|
|
|
7
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$1.78M
|
-$43.3K
|
-839
|
-2%
|
|
|
8
|
Schroder Investment Management Group
London,
United Kingdom
|
$1.76M
|
+$279K
|
+5,416
|
+19%
|
|
|
9
|
Transcend Capital Advisors
Madison,
New Jersey
|
$959K
|
+$956K
|
+18,542
|
New
|
|
|
10
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$519K
|
+$518K
|
+10,047
|
New
|
|
|
11
|
Comerica Bank
Dallas,
Texas
|
$467K
|
+$465K
|
+9,025
|
New
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$371K
|
+$51.6K
|
+1,000
|
+16%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$361K
|
-$6.34K
|
-123
|
-2%
|
|
|
14
|
Ocean Park Asset Management
Santa Monica,
California
|
$357K
|
–
|
–
|
–
|
|
|
15
|
Private Wealth Partners
Mill Valley,
California
|
$310K
|
-$258K
|
-5,000
|
-45%
|
|
|
16
|
Corient Private Wealth
Miami,
Florida
|
$259K
|
+$258K
|
+5,000
|
New
|
|
|
17
|
TownSquare Capital
Provo,
Utah
|
$227K
|
+$16.6K
|
+322
|
+8%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$50.4K
|
–
|
–
|
–
|
|
|
19
|
REAP Financial Group
Austin,
Texas
|
$36.3K
|
+$21.8K
|
+423
|
+152%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$26.2K
|
+$19.8K
|
+384
|
+315%
|
|
|
21
|
|
$17.7K
|
+$15K
|
+290
|
+558%
|
|
|
22
|
|
–
|
-$2.55M
|
-49,705
|
Closed
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$923K
|
-18,000
|
Closed
|
|
