|
1
|
|
$9.04M
|
+$8.18M
|
+175,613
|
+1,062%
|
|
|
2
|
Moran Wealth Management
Naples,
Florida
|
$4.5M
|
+$4.45M
|
+95,656
|
New
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$4.19M
|
+$294K
|
+6,317
|
+8%
|
|
|
4
|
Personal CFO Solutions
Chester,
New Jersey
|
$4.07M
|
-$203K
|
-4,361
|
-5%
|
|
|
5
|
|
$2.84M
|
+$689K
|
+14,795
|
+33%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.69M
|
-$40.8K
|
-876
|
-2%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$1.26M
|
-$218K
|
-4,681
|
-15%
|
|
|
8
|
CreativeOne Wealth
Overland Park,
Kansas
|
$608K
|
+$24.9K
|
+534
|
+4%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$592K
|
+$578K
|
+12,416
|
New
|
|
|
10
|
Financial Advocates Investment Management
Olympia,
Washington
|
$421K
|
-$1.86K
|
-40
|
-0.4%
|
|
|
11
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$396K
|
-$7.22K
|
-155
|
-2%
|
|
|
12
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$282K
|
-$17.8K
|
-383
|
-6%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$233K
|
+$231K
|
+4,963
|
New
|
|
|
14
|
GeoWealth Management
Chicago,
Illinois
|
$126K
|
-$9.4K
|
-202
|
-7%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$31.1K
|
-$8.89K
|
-191
|
-22%
|
|
|
16
|
Credit Suisse
Zurich,
Switzerland
|
$7.29K
|
+$7.22K
|
+155
|
New
|
|
