|
1
|
Mission Wealth Management
Santa Barbara,
California
|
$1.87M
|
+$339K
|
+9,143
|
+20%
|
|
|
2
|
Azzad Asset Management
Falls Church,
Virginia
|
$949K
|
+$74.2K
|
+2,000
|
+6%
|
|
|
3
|
Tower Research Capital (TRC)
New York
|
$555K
|
+$129K
|
+3,492
|
+27%
|
|
|
4
|
Kaizen Financial Strategies
Campbell,
California
|
$389K
|
-$65.8K
|
-1,774
|
-13%
|
|
|
5
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$292K
|
+$34.4K
|
+927
|
+14%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$282K
|
-$110K
|
-2,963
|
-26%
|
|
|
7
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$267K
|
–
|
–
|
–
|
|
|
8
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$201K
|
-$55.8K
|
-1,506
|
-20%
|
|
|
9
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$182K
|
-$41.8K
|
-1,127
|
-17%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$150K
|
+$17.7K
|
+478
|
+12%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$106K
|
+$7.79K
|
+210
|
+7%
|
|
|
12
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$53K
|
–
|
–
|
–
|
|
|
13
|
Pacific Center for Financial Services
San Ramon,
California
|
$33K
|
–
|
–
|
–
|
|
|
14
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$31K
|
–
|
–
|
–
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$18K
|
+$20.1K
|
+542
|
New
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5K
|
-$1.85K
|
-50
|
-25%
|
|
|
17
|
Larson Financial Group
St Louis,
Missouri
|
$3K
|
+$890
|
+24
|
+30%
|
|
|
18
|
CIBC World Market
Toronto,
Ontario, Canada
|
–
|
-$280K
|
-7,954
|
Closed
|
|
|
19
|
|
–
|
-$26K
|
-735
|
Closed
|
|
