|
1
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.3M
|
+$804K
|
+3,998
|
+52%
|
|
|
2
|
Credit Suisse
Zurich,
Switzerland
|
$1.9M
|
–
|
–
|
–
|
|
|
3
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.22M
|
+$443K
|
+2,204
|
+55%
|
|
|
4
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$860K
|
+$101K
|
+503
|
+13%
|
|
|
5
|
American Portfolios Advisors
Holbrook,
New York
|
$575K
|
+$589K
|
+2,928
|
New
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$565K
|
+$253K
|
+1,258
|
+78%
|
|
|
7
|
Tidal Investments
Milwaukee,
Wisconsin
|
$462K
|
+$39.4K
|
+196
|
+9%
|
|
|
8
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$448K
|
-$396K
|
-1,969
|
-46%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$358K
|
+$137K
|
+683
|
+60%
|
|
|
10
|
RFG Advisory
Birmingham,
Alabama
|
$280K
|
+$286K
|
+1,423
|
New
|
|
|
11
|
Weaver Consulting Group
Huntington Beach,
California
|
$255K
|
+$101K
|
+502
|
+63%
|
|
|
12
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$190K
|
+$195K
|
+968
|
New
|
|
|
13
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$184K
|
+$188K
|
+935
|
New
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
$72K
|
+$29.1K
|
+145
|
+63%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$23K
|
–
|
–
|
–
|
|
|
16
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$20K
|
–
|
–
|
–
|
|
|
17
|
Avion Wealth
The Woodlands,
Texas
|
$4K
|
+$4.22K
|
+21
|
New
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2K
|
–
|
–
|
–
|
|
|
19
|
|
$1K
|
-$36.6K
|
-182
|
-98%
|
|
|
20
|
|
–
|
-$389K
|
-1,969
|
Closed
|
|
|
21
|
|
–
|
-$294K
|
-1,485
|
Closed
|
|
|
22
|
Bay Colony Advisors
Concord,
Massachusetts
|
–
|
-$241K
|
-1,217
|
Closed
|
|
|
23
|
|
–
|
-$156K
|
-792
|
Closed
|
|
|
24
|
Tower Research Capital (TRC)
New York
|
–
|
-$2K
|
-8
|
Closed
|
|
