|
1
|
|
$10.1M
|
-$1.44M
|
-19,015
|
-13%
|
|
|
2
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$2.75M
|
-$5.92K
|
-78
|
-0.2%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$2.53M
|
-$37.7K
|
-497
|
-2%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.92M
|
+$1.81M
|
+23,898
|
New
|
|
|
5
|
Advisory Alpha
Holland,
Michigan
|
$1.45M
|
+$740K
|
+9,750
|
+117%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$1.38M
|
+$587K
|
+7,734
|
+82%
|
|
|
7
|
Cooper Financial Group
Irvine,
California
|
$1.2M
|
+$162K
|
+2,141
|
+17%
|
|
|
8
|
Eclectic Associates
Fullerton,
California
|
$960K
|
+$909K
|
+11,981
|
New
|
|
|
9
|
Vantus Wealth
Lancaster,
Pennsylvania
|
$815K
|
+$772K
|
+10,169
|
New
|
|
|
10
|
Advyzon Investment Management
Lisle,
Illinois
|
$776K
|
-$34.9K
|
-460
|
-5%
|
|
|
11
|
5T Wealth
Napa,
California
|
$596K
|
+$15K
|
+197
|
+3%
|
|
|
12
|
Steward Partners Investment Advisory
New York
|
$446K
|
-$4.25K
|
-56
|
-1%
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
$373K
|
-$1.58M
|
-20,805
|
-82%
|
|
|
14
|
Farther Finance Advisors
San Francisco,
California
|
$365K
|
+$346K
|
+4,554
|
New
|
|
|
15
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$355K
|
+$107K
|
+1,406
|
+46%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$223K
|
+$211K
|
+2,786
|
New
|
|
|
17
|
|
$32K
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$14.2K
|
+$13.4K
|
+177
|
New
|
|
|
19
|
Global Retirement Partners
San Rafael,
California
|
$10.6K
|
+$10K
|
+132
|
New
|
|
|
20
|
3Chopt Investment Partners
Richmond,
Virginia
|
$8.81K
|
+$152
|
+2
|
+2%
|
|
|
21
|
LGT Financial Advisors
Dallas,
Texas
|
$8.25K
|
–
|
–
|
–
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.45K
|
–
|
–
|
–
|
|
|
23
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$2.48K
|
–
|
–
|
–
|
|
|
24
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.44K
|
+$1.37K
|
+18
|
New
|
|
|
25
|
Bay Colony Advisors
Concord,
Massachusetts
|
–
|
-$289K
|
-4,365
|
Closed
|
|
