|
1
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.54M
|
+$463K
|
+13,212
|
+44%
|
|
|
2
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$1.08M
|
+$7.42K
|
+212
|
+0.7%
|
|
|
3
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.03M
|
+$23.3K
|
+665
|
+2%
|
|
|
4
|
Biltmore Family Office
Charlotte,
North Carolina
|
$684K
|
+$525
|
+15
|
+0.1%
|
|
|
5
|
Crestone Asset Management
Boulder,
Colorado
|
$574K
|
+$45.3K
|
+1,295
|
+9%
|
|
|
6
|
Clarius Group LLC
Seattle,
Washington
|
$484K
|
–
|
–
|
–
|
|
|
7
|
Values Added Financial
Washington,
District of Columbia
|
$482K
|
+$476K
|
+13,588
|
New
|
|
|
8
|
Financial Connections Group
Corte Madera,
California
|
$460K
|
-$51.2K
|
-1,461
|
-10%
|
|
|
9
|
Wade Financial Advisory
Campbell,
California
|
$414K
|
+$47.1K
|
+1,345
|
+13%
|
|
|
10
|
WrapManager Inc
Mill Valley,
California
|
$363K
|
+$11.6K
|
+332
|
+3%
|
|
|
11
|
|
$301K
|
-$71.8K
|
-2,052
|
-19%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$279K
|
+$21.1K
|
+604
|
+8%
|
|
|
13
|
Congress Wealth Management
Boston,
Massachusetts
|
$275K
|
+$9.03K
|
+258
|
+3%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$256K
|
+$2.28K
|
+65
|
+0.9%
|
|
|
15
|
Financial Insights
Tacoma,
Washington
|
$212K
|
+$3.96K
|
+113
|
+2%
|
|
|
16
|
Gould Asset Management
Claremont,
California
|
$208K
|
–
|
–
|
–
|
|
|
17
|
Your Advocates Ltd
Houston,
Texas
|
$41K
|
+$2.63K
|
+75
|
+7%
|
|
|
18
|
US Bancorp
Minneapolis,
Minnesota
|
$21.5K
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18K
|
-$525
|
-15
|
-3%
|
|
|
20
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$8.05K
|
–
|
–
|
–
|
|
|
21
|
Flow Traders U.S.
New York
|
–
|
-$3.65M
|
-104,289
|
Closed
|
|
|
22
|
|
–
|
-$230K
|
-6,557
|
Closed
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
–
|
-$13.5K
|
-385
|
Closed
|
|
|
24
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
–
|
-$8.89K
|
-256
|
Closed
|
|
|
25
|
|
–
|
-$2.38K
|
-68
|
Closed
|
|
