|
1
|
|
$12.5M
|
+$7.77M
|
+170,056
|
+125%
|
|
|
2
|
55I LLC
Boston,
Massachusetts
|
$8.89M
|
+$3.21M
|
+70,251
|
+47%
|
|
|
3
|
Old Mission Capital
Chicago,
Illinois
|
$6.16M
|
+$1.71M
|
+37,362
|
+33%
|
|
|
4
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.41M
|
+$758K
|
+16,600
|
+29%
|
|
|
5
|
One Wealth Advisors
San Francisco,
California
|
$2.33M
|
+$1.61M
|
+35,234
|
+160%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$1.97M
|
+$2.21M
|
+48,411
|
New
|
|
|
7
|
WealthSource Partners
San Luis Obispo,
California
|
$1.51M
|
-$246K
|
-5,394
|
-13%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.39M
|
-$162K
|
-3,537
|
-9%
|
|
|
9
|
|
$1.21M
|
+$171K
|
+3,742
|
+14%
|
|
|
10
|
Wealth Alliance
Mellville,
New York
|
$927K
|
+$526K
|
+11,523
|
+103%
|
|
|
11
|
Keebeck Wealth Management
Chicago,
Illinois
|
$734K
|
-$240K
|
-5,261
|
-23%
|
|
|
12
|
WR Wealth Planners
Columbia,
Missouri
|
$726K
|
+$33.8K
|
+740
|
+4%
|
|
|
13
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$610K
|
+$55K
|
+1,203
|
+9%
|
|
|
14
|
Merit Financial Group
Alpharetta,
Georgia
|
$499K
|
+$25.9K
|
+566
|
+5%
|
|
|
15
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$423K
|
+$474K
|
+10,387
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$402K
|
+$30.5K
|
+667
|
+7%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$323K
|
-$84.3K
|
-1,845
|
-19%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$285K
|
+$29.8K
|
+652
|
+10%
|
|
|
19
|
W Advisors LLC
Germantown,
Tennessee
|
$267K
|
-$870K
|
-19,035
|
-74%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$265K
|
-$240K
|
-5,252
|
-45%
|
|
|
21
|
My Legacy Advisors
Bend,
Oregon
|
$253K
|
+$59.6K
|
+1,304
|
+26%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$222K
|
+$38.1K
|
+833
|
+18%
|
|
|
23
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$216K
|
+$56K
|
+1,225
|
+30%
|
|
|
24
|
|
$204K
|
+$229K
|
+5,022
|
New
|
|
|
25
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$183K
|
+$148K
|
+3,233
|
+257%
|
|
