|
1
|
Mission Wealth Management
Santa Barbara,
California
|
$1.44M
|
-$538K
|
-15,097
|
-27%
|
|
|
2
|
Kaizen Financial Strategies
Campbell,
California
|
$468K
|
+$44K
|
+1,235
|
+11%
|
|
|
3
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$302K
|
+$2.96K
|
+83
|
+1%
|
|
|
4
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$294K
|
+$297K
|
+8,336
|
New
|
|
|
5
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$282K
|
+$820
|
+23
|
+0.3%
|
|
|
6
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$211K
|
–
|
–
|
–
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$197K
|
+$40.8K
|
+1,146
|
+26%
|
|
|
8
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$120K
|
-$72.4K
|
-2,031
|
-37%
|
|
|
9
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$118K
|
+$120K
|
+3,360
|
New
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$115K
|
+$3.17K
|
+89
|
+3%
|
|
|
11
|
Tower Research Capital (TRC)
New York
|
$84K
|
-$507K
|
-14,222
|
-86%
|
|
|
12
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$57K
|
–
|
–
|
–
|
|
|
13
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$31.9K
|
–
|
–
|
–
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$28.4K
|
+$23.6K
|
+661
|
+450%
|
|
|
15
|
Romano Brothers & Co
Evanston,
Illinois
|
$20.2K
|
+$20.5K
|
+575
|
New
|
|
|
16
|
Larson Financial Group
St Louis,
Missouri
|
$3.66K
|
–
|
–
|
–
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$35
|
–
|
–
|
–
|
|
|
18
|
Azzad Asset Management
Falls Church,
Virginia
|
–
|
-$949K
|
-34,941
|
Closed
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$282K
|
-8,444
|
Closed
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
–
|
-$18K
|
-542
|
Closed
|
|
