|
1
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$15.5M
|
+$1.99M
|
+37,346
|
+14%
|
|
|
2
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$6.27M
|
+$3.07M
|
+57,722
|
+89%
|
|
|
3
|
Equitable Holdings
New York
|
$5.58M
|
-$739K
|
-13,910
|
-11%
|
|
|
4
|
|
$4.57M
|
+$4.75M
|
+89,408
|
New
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.88M
|
-$226K
|
-4,243
|
-10%
|
|
|
6
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$1.07M
|
-$202K
|
-3,800
|
-15%
|
|
|
7
|
|
$982K
|
-$63.8K
|
-1,200
|
-6%
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$917K
|
-$6.64K
|
-125
|
-0.7%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$406K
|
+$39.8K
|
+748
|
+10%
|
|
|
10
|
MML Investors Services
Springfield,
Massachusetts
|
$383K
|
+$84.5K
|
+1,589
|
+27%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$339K
|
+$88.7K
|
+1,668
|
+34%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$212K
|
–
|
–
|
–
|
|
|
13
|
|
$128K
|
–
|
–
|
–
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$118K
|
-$492K
|
-9,250
|
-80%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$40K
|
+$213
|
+4
|
+0.5%
|
|
|
16
|
American Portfolios Advisors
Holbrook,
New York
|
$38.4K
|
-$18.6K
|
-350
|
-32%
|
|
|
17
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$26K
|
–
|
–
|
–
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$17K
|
–
|
–
|
–
|
|
|
19
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$12K
|
–
|
–
|
–
|
|
|
20
|
IFP Advisors
Tampa,
Florida
|
$6K
|
–
|
–
|
–
|
|
|
21
|
Global Retirement Partners
San Rafael,
California
|
$5K
|
–
|
–
|
–
|
|
|
22
|
Spire Wealth Management
Mclean,
Virginia
|
$5K
|
–
|
–
|
–
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3K
|
–
|
–
|
–
|
|
|
24
|
Aviva
London,
United Kingdom
|
–
|
-$2.31M
|
-41,700
|
Closed
|
|
|
25
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
–
|
-$850
|
-16
|
-70%
|
|
