|
1
|
Glovista Investments
Jersey City,
New Jersey
|
$22.8M
|
-$716K
|
-40,137
|
-3%
|
|
|
2
|
Financiere des Professionnels
Montreal,
Quebec, Canada
|
$7.26M
|
+$7.58M
|
+425,000
|
New
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$6.77M
|
+$6.99M
|
+391,700
|
+8,315%
|
|
|
4
|
Franklin Resources
San Mateo,
California
|
$2.49M
|
-$535K
|
-30,000
|
-17%
|
|
|
5
|
Innealta Capital
Austin,
Texas
|
$2.1M
|
–
|
–
|
–
|
|
|
6
|
|
$1.96M
|
+$1.53M
|
+85,749
|
+299%
|
|
|
7
|
|
$1.2M
|
-$422K
|
-23,660
|
-25%
|
|
|
8
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$1.03M
|
+$1.07M
|
+60,000
|
New
|
|
|
9
|
CreativeOne Wealth
Overland Park,
Kansas
|
$917K
|
+$958K
|
+53,679
|
New
|
|
|
10
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$835K
|
-$24.4K
|
-1,369
|
-3%
|
|
|
11
|
Flow Traders U.S.
New York
|
$717K
|
+$448K
|
+25,086
|
+148%
|
|
|
12
|
Old Mission Capital
Chicago,
Illinois
|
$696K
|
-$827K
|
-46,343
|
-53%
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$617K
|
+$588K
|
+32,963
|
New
|
|
|
14
|
Morningstar Investment Services
Chicago,
Illinois
|
$556K
|
+$32.4K
|
+1,813
|
+6%
|
|
|
15
|
Boltwood Capital Management
Walnut Creek,
California
|
$270K
|
+$282K
|
+15,800
|
New
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$251K
|
+$262K
|
+14,671
|
New
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$247K
|
+$33.2K
|
+1,861
|
+15%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$231K
|
-$93.8K
|
-5,256
|
-28%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$231K
|
+$241K
|
+13,492
|
New
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$178K
|
+$186K
|
+10,444
|
New
|
|
|
21
|
Equitable Holdings
New York
|
$177K
|
+$184K
|
+10,334
|
New
|
|
|
22
|
GeoWealth Management
Chicago,
Illinois
|
$130K
|
+$136K
|
+7,616
|
New
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$72K
|
–
|
–
|
–
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$66K
|
-$13.3K
|
-745
|
-16%
|
|
|
25
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$42.8K
|
-$7.71K
|
-432
|
-15%
|
|
