|
26
|
High Falls Advisors
Rochester,
New York
|
$252K
|
+$253K
|
+5,621
|
New
|
|
|
27
|
Envestnet Asset Management
Chicago,
Illinois
|
$211K
|
-$315K
|
-7,005
|
-60%
|
|
|
28
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$211K
|
+$21.3K
|
+475
|
+11%
|
|
|
29
|
Bank of America
Charlotte,
North Carolina
|
$190K
|
-$28.9K
|
-644
|
-13%
|
|
|
30
|
Addison Advisors
Middlebury,
Vermont
|
$187K
|
+$23.6K
|
+525
|
+14%
|
|
|
31
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$156K
|
+$11.6K
|
+259
|
+8%
|
|
|
32
|
Osaic Holdings
Scottsdale,
Arizona
|
$146K
|
-$5.17K
|
-115
|
-3%
|
|
|
33
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$65.7K
|
–
|
–
|
–
|
|
|
34
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$57.2K
|
-$35.5K
|
-790
|
-38%
|
|
|
35
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$50.9K
|
–
|
–
|
–
|
|
|
36
|
Global Retirement Partners
San Rafael,
California
|
$17.4K
|
-$6.6K
|
-147
|
-27%
|
|
|
37
|
|
$14.2K
|
–
|
–
|
–
|
|
|
38
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$6.82K
|
+$494
|
+11
|
+8%
|
|
|
39
|
Farther Finance Advisors
San Francisco,
California
|
$2.28K
|
+$674
|
+15
|
+42%
|
|
|
40
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$403K
|
-8,852
|
Closed
|
|
|
41
|
MGO One Seven
Beachwood,
Ohio
|
–
|
-$358K
|
-7,860
|
Closed
|
|
|
42
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$136K
|
-2,990
|
Closed
|
|
|
43
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
–
|
-$116K
|
-2,550
|
Closed
|
|
|
44
|
Caldwell Trust
Venice,
Florida
|
–
|
-$30.5K
|
-670
|
Closed
|
|
|
45
|
WealthShield Partners
Cary,
North Carolina
|
–
|
-$5.37K
|
-118
|
Closed
|
|
|
46
|
Penserra Capital Management
Orinda,
California
|
–
|
-$2K
|
-60
|
Closed
|
|
