|
1
|
Financiere des Professionnels
Montreal,
Quebec, Canada
|
$6.71M
|
–
|
–
|
–
|
|
|
2
|
Main Management ETF Advisors
San Francisco,
California
|
$5.75M
|
+$53.6K
|
+3,500
|
+1%
|
|
|
3
|
Leo Wealth LLC
Hurst,
Texas
|
$3.77M
|
+$121K
|
+7,876
|
+3%
|
|
|
4
|
Franklin Resources
San Mateo,
California
|
$2.3M
|
–
|
–
|
–
|
|
|
5
|
Equitable Holdings
New York
|
$2.28M
|
+$240K
|
+15,681
|
+12%
|
|
|
6
|
Innealta Capital
Austin,
Texas
|
$1.94M
|
–
|
–
|
–
|
|
|
7
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$1.74M
|
+$996K
|
+65,000
|
+144%
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$1.01M
|
-$1.98M
|
-129,056
|
-67%
|
|
|
9
|
Flow Traders U.S.
New York
|
$908K
|
+$882K
|
+57,548
|
New
|
|
|
10
|
CreativeOne Wealth
Overland Park,
Kansas
|
$764K
|
-$163K
|
-10,623
|
-18%
|
|
|
11
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$707K
|
-$52.3K
|
-3,412
|
-7%
|
|
|
12
|
Morningstar Investment Services
Chicago,
Illinois
|
$519K
|
-$513K
|
-33,494
|
-50%
|
|
|
13
|
KWB Wealth
Redlands,
California
|
$401K
|
+$390K
|
+25,430
|
New
|
|
|
14
|
Boltwood Capital Management
Walnut Creek,
California
|
$399K
|
+$81.2K
|
+5,300
|
+27%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$324K
|
+$118K
|
+7,685
|
+60%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$229K
|
+$4.29K
|
+280
|
+2%
|
|
|
17
|
Wallace Advisory Group
Lafayette,
California
|
$215K
|
+$205K
|
+13,401
|
New
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$173K
|
-$40.3K
|
-2,628
|
-19%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$129K
|
-$39.4K
|
-2,569
|
-24%
|
|
|
20
|
GeoWealth Management
Chicago,
Illinois
|
$108K
|
-$26K
|
-1,698
|
-20%
|
|
|
21
|
|
$97.7K
|
-$1.39M
|
-90,857
|
-94%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$78.4K
|
+$59.5K
|
+3,882
|
+357%
|
|
|
23
|
Main Management
San Francisco,
California
|
$32K
|
–
|
–
|
–
|
|
|
24
|
Creative Financial Designs
Kokomo,
Indiana
|
$14.2K
|
+$3.85K
|
+251
|
+39%
|
|
|
25
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$13.9K
|
–
|
–
|
–
|
|
