|
1
|
|
$4.68M
|
–
|
–
|
–
|
|
|
2
|
rebel Financial
Groveport,
Ohio
|
$3.56M
|
-$3.36M
|
-59,822
|
Closed
|
|
|
3
|
Mission Wealth Management
Santa Barbara,
California
|
$2.16M
|
-$21.3K
|
-379
|
-1%
|
|
|
4
|
Farther Finance Advisors
San Francisco,
California
|
$2.12M
|
+$34K
|
+605
|
+2%
|
|
|
5
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.71M
|
–
|
–
|
–
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
$1.37M
|
+$387K
|
+6,892
|
+43%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.12M
|
-$518K
|
-9,220
|
-33%
|
|
|
8
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$847K
|
+$337
|
+6
|
+0%
|
|
|
9
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$804K
|
+$22.5K
|
+400
|
+3%
|
|
|
10
|
Valeo Financial Advisors
Carmel,
Indiana
|
$683K
|
+$5.17K
|
+92
|
+0.8%
|
|
|
11
|
WesBanco Bank
Wheeling,
West Virginia
|
$659K
|
–
|
–
|
–
|
|
|
12
|
CIBC World Market
Toronto,
Ontario, Canada
|
$617K
|
+$13.1K
|
+233
|
+2%
|
|
|
13
|
Compass Capital Corp
Braintree,
Massachusetts
|
$610K
|
–
|
–
|
–
|
|
|
14
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$597K
|
-$24.4K
|
-435
|
-4%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$538K
|
+$123K
|
+2,194
|
+32%
|
|
|
16
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$474K
|
-$1.18K
|
-21
|
-0.3%
|
|
|
17
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$457K
|
-$11.8K
|
-210
|
-3%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$421K
|
+$399K
|
+7,103
|
New
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$419K
|
+$16K
|
+285
|
+4%
|
|
|
20
|
Snowden Capital Advisors
New York
|
$382K
|
+$449
|
+8
|
+0.1%
|
|
|
21
|
Sepio Capital
Salt Lake City,
Utah
|
$370K
|
+$898
|
+16
|
+0.3%
|
|
|
22
|
Brookwood Investment Group
Phoenix,
Arizona
|
$344K
|
–
|
–
|
–
|
|
|
23
|
Financial Engines Advisors
Santa Clara,
California
|
$300K
|
+$281
|
+5
|
+0.1%
|
|
|
24
|
United Capital Financial Advisors
Irving,
Texas
|
$295K
|
–
|
–
|
–
|
|
|
25
|
BLVD Private Wealth
Prospect,
Kentucky
|
$273K
|
-$29.6K
|
-528
|
-10%
|
|
