|
1
|
Raymond James Financial
St Petersburg,
Florida
|
$4.83M
|
+$5.63M
|
+341,667
|
New
|
|
|
2
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$3.7M
|
-$235K
|
-14,268
|
-5%
|
|
|
3
|
Financiere des Professionnels
Montreal,
Quebec, Canada
|
$2.24M
|
–
|
–
|
–
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$1.81M
|
+$2.11M
|
+128,079
|
New
|
|
|
5
|
PGIM Custom Harvest
Newark,
New Jersey
|
$1.73M
|
+$1.6M
|
+96,981
|
+384%
|
|
|
6
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.18M
|
-$685K
|
-41,535
|
-33%
|
|
|
7
|
|
$1.17M
|
-$11.5K
|
-700
|
-0.8%
|
|
|
8
|
Whitcomb & Hess
Ashland,
Ohio
|
$1.08M
|
+$1.26M
|
+76,246
|
New
|
|
|
9
|
Innealta Capital
Austin,
Texas
|
$549K
|
-$71.1K
|
-4,313
|
-10%
|
|
|
10
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$527K
|
-$17.9K
|
-1,086
|
-3%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$474K
|
-$66.4K
|
-4,029
|
-11%
|
|
|
12
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$319K
|
+$30.3K
|
+1,840
|
+9%
|
|
|
13
|
Avantax Advisory Services
Dallas,
Texas
|
$252K
|
+$19.8K
|
+1,204
|
+7%
|
|
|
14
|
|
$250K
|
-$336K
|
-20,375
|
-54%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$241K
|
+$65.3K
|
+3,960
|
+30%
|
|
|
16
|
|
$211K
|
+$246K
|
+14,908
|
New
|
|
|
17
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$197K
|
+$229K
|
+13,903
|
New
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$191K
|
+$19.2K
|
+1,166
|
+9%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$179K
|
–
|
–
|
–
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$168K
|
+$143K
|
+8,667
|
+269%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$117K
|
+$59.8K
|
+3,629
|
+78%
|
|
|
22
|
Eagle Bay Advisors
New York
|
$62.5K
|
+$18.1K
|
+1,095
|
+33%
|
|
|
23
|
Global Retirement Partners
San Rafael,
California
|
$26K
|
-$22.9K
|
-1,388
|
-43%
|
|
|
24
|
|
$19.6K
|
+$22.8K
|
+1,386
|
New
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12K
|
+$13.9K
|
+843
|
New
|
|
