|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$17.9M
|
+$457K
|
+16,678
|
+3%
|
|
|
2
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$15.9M
|
+$14.6M
|
+530,702
|
New
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.79M
|
+$180K
|
+6,581
|
+8%
|
|
|
4
|
Flow Traders U.S.
New York
|
$1.97M
|
+$1.8M
|
+65,689
|
New
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$1.68M
|
+$138K
|
+5,037
|
+10%
|
|
|
6
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$1.45M
|
+$1.33M
|
+48,332
|
New
|
|
|
7
|
MML Investors Services
Springfield,
Massachusetts
|
$1.11M
|
+$42.8K
|
+1,560
|
+4%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$620K
|
-$392K
|
-14,309
|
-41%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$620K
|
+$567K
|
+20,681
|
New
|
|
|
10
|
Farther Finance Advisors
San Francisco,
California
|
$408K
|
+$368K
|
+13,432
|
+7,069%
|
|
|
11
|
AE Wealth Management
Topeka,
Kansas
|
$399K
|
+$353K
|
+12,872
|
+3,022%
|
|
|
12
|
|
$321K
|
-$1.67M
|
-60,756
|
-85%
|
|
|
13
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$276K
|
-$8.22K
|
-300
|
-3%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$274K
|
-$383K
|
-13,977
|
-60%
|
|
|
15
|
EPG Wealth Management
Atlanta,
Georgia
|
$25.4K
|
–
|
–
|
–
|
|
|
16
|
Briaud Financial Planning
College Station,
Texas
|
$19K
|
+$18.3K
|
+667
|
New
|
|
|
17
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$15.7K
|
–
|
–
|
–
|
|
|
18
|
|
$15.7K
|
–
|
–
|
–
|
|
|
19
|
POM Investment Strategies
Raleigh,
North Carolina
|
$10.3K
|
+$9.4K
|
+343
|
New
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$7.5K
|
–
|
–
|
–
|
|
|
21
|
New Millennium Group
Sandy,
Utah
|
$6.06K
|
+$5.54K
|
+202
|
New
|
|
|
22
|
Steward Partners Investment Advisory
New York
|
$5.66K
|
+$5.18K
|
+189
|
New
|
|
|
23
|
Raymond James Financial
St Petersburg,
Florida
|
$750
|
+$685
|
+25
|
New
|
|
|
24
|
Allworth Financial
Folsom,
California
|
$13
|
-$466
|
-17
|
Closed
|
|
|
25
|
|
–
|
-$926K
|
-35,662
|
Closed
|
|
