|
1
|
Gofen & Glossberg
Chicago,
Illinois
|
$5.1M
|
+$4.67M
|
+166,100
|
New
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.1M
|
+$1.01M
|
+35,823
|
+110%
|
|
|
3
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$783K
|
+$188K
|
+6,693
|
+36%
|
|
|
4
|
Silvercrest Asset Management
New York
|
$616K
|
+$562K
|
+20,000
|
New
|
|
|
5
|
GeoWealth Management
Chicago,
Illinois
|
$564K
|
+$515K
|
+18,326
|
New
|
|
|
6
|
|
$480K
|
+$27.1K
|
+965
|
+7%
|
|
|
7
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$393K
|
+$359K
|
+12,759
|
New
|
|
|
8
|
Cetera Advisors
Denver,
Colorado
|
$222K
|
+$202K
|
+7,200
|
New
|
|
|
9
|
Advisornet Financial
Minnetonka,
Minnesota
|
$185K
|
-$32.3K
|
-1,148
|
-16%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$25K
|
–
|
–
|
–
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$21K
|
–
|
–
|
–
|
|
|
12
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$16K
|
–
|
–
|
–
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$5K
|
-$19K
|
-676
|
-81%
|
|
|
14
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.43K
|
+$4.05K
|
+144
|
New
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
–
|
-$763K
|
-32,455
|
Closed
|
|
|
16
|
Mercer Global Advisors
Denver,
Colorado
|
–
|
-$320K
|
-13,635
|
Closed
|
|
|
17
|
American Portfolios Advisors
Holbrook,
New York
|
–
|
-$2.35K
|
-100
|
Closed
|
|
