|
1
|
55I LLC
Boston,
Massachusetts
|
$10.5M
|
+$4.39M
|
+78,516
|
+67%
|
|
|
2
|
Old Mission Capital
Chicago,
Illinois
|
$5.02M
|
+$2.31M
|
+41,356
|
+80%
|
|
|
3
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.56M
|
-$1.59M
|
-28,500
|
-26%
|
|
|
4
|
|
$3.19M
|
+$962K
|
+17,196
|
+41%
|
|
|
5
|
WealthSource Partners
San Luis Obispo,
California
|
$3.11M
|
+$1.71M
|
+30,572
|
+113%
|
|
|
6
|
Flow Traders U.S.
New York
|
$2.94M
|
-$1.12M
|
-19,945
|
-27%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.84M
|
-$413K
|
-7,382
|
-18%
|
|
|
8
|
Wealth Alliance
Mellville,
New York
|
$1.13M
|
+$350K
|
+6,254
|
+42%
|
|
|
9
|
W Advisors LLC
Germantown,
Tennessee
|
$1.09M
|
+$1.13M
|
+20,284
|
New
|
|
|
10
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$959K
|
+$317K
|
+5,676
|
+47%
|
|
|
11
|
One Wealth Advisors
San Francisco,
California
|
$944K
|
+$435K
|
+7,778
|
+80%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$925K
|
-$249K
|
-4,454
|
-21%
|
|
|
13
|
WR Wealth Planners
Columbia,
Missouri
|
$884K
|
+$918K
|
+16,409
|
New
|
|
|
14
|
|
$799K
|
+$400K
|
+7,154
|
+93%
|
|
|
15
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$695K
|
-$8.61K
|
-154
|
-1%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$690K
|
+$34.1K
|
+609
|
+5%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$629K
|
-$9.9K
|
-177
|
-1%
|
|
|
18
|
|
$614K
|
+$621K
|
+11,105
|
+3,816%
|
|
|
19
|
Keebeck Wealth Management
Chicago,
Illinois
|
$510K
|
+$171K
|
+3,056
|
+48%
|
|
|
20
|
Cypress Wealth Services
Palm Desert,
California
|
$444K
|
+$211K
|
+3,772
|
+85%
|
|
|
21
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$435K
|
+$147K
|
+2,637
|
+48%
|
|
|
22
|
Mission Wealth Management
Santa Barbara,
California
|
$404K
|
-$388K
|
-6,933
|
-48%
|
|
|
23
|
Merit Financial Group
Alpharetta,
Georgia
|
$376K
|
+$390K
|
+6,977
|
New
|
|
|
24
|
Dentgroup
Baton Rouge,
Louisiana
|
$375K
|
+$389K
|
+6,962
|
New
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$343K
|
+$55.6K
|
+995
|
+19%
|
|
