|
1
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.39M
|
+$1.06M
|
+66,023
|
+24%
|
|
|
2
|
|
$4.73M
|
+$257K
|
+16,024
|
+6%
|
|
|
3
|
|
$1.6M
|
-$56.8K
|
-3,534
|
-3%
|
|
|
4
|
|
$1.47M
|
+$2.07K
|
+129
|
+0.1%
|
|
|
5
|
Bessemer Group
Woodbridge,
New Jersey
|
$1.3M
|
–
|
–
|
–
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$1.21M
|
+$47.6K
|
+2,960
|
+4%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$1.07M
|
-$75.8K
|
-4,715
|
-7%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$896K
|
+$100K
|
+6,247
|
+12%
|
|
|
9
|
Bison Wealth
Atlanta,
Georgia
|
$754K
|
-$38.4K
|
-2,387
|
-5%
|
|
|
10
|
Signet Financial Management
Parsippany,
New Jersey
|
$364K
|
+$11.9K
|
+742
|
+3%
|
|
|
11
|
Global X Management Company
New York
|
$347K
|
+$43.3K
|
+2,693
|
+14%
|
|
|
12
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$332K
|
+$52.9K
|
+3,290
|
+19%
|
|
|
13
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$288K
|
+$68.8K
|
+4,280
|
+31%
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$283K
|
-$34.3K
|
-2,135
|
-11%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$247K
|
-$12.6K
|
-783
|
-5%
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$161K
|
+$145K
|
+9,054
|
+856%
|
|
|
17
|
SEI Investments
Oaks,
Pennsylvania
|
$56K
|
+$56.2K
|
+3,500
|
New
|
|
|
18
|
YorkBridge Wealth Partners
New York
|
$52K
|
–
|
–
|
–
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$17K
|
-$210K
|
-13,039
|
-93%
|
|
|
20
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$16K
|
–
|
–
|
–
|
|
|
21
|
|
$13K
|
–
|
–
|
–
|
|
|
22
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$8K
|
–
|
–
|
–
|
|
|
23
|
American Portfolios Advisors
Holbrook,
New York
|
$3.88K
|
+$1.51K
|
+94
|
+63%
|
|
|
24
|
RPG Investment Advisory
Pleasanton,
California
|
$3K
|
–
|
–
|
–
|
|
|
25
|
Doliver Advisors
Houston,
Texas
|
–
|
-$627K
|
-39,420
|
Closed
|
|
