|
1
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5.54M
|
+$1.35M
|
+31,374
|
+33%
|
|
|
2
|
|
$3.42M
|
-$131K
|
-3,056
|
-4%
|
|
|
3
|
|
$2.59M
|
-$10.7M
|
-248,334
|
-81%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.41M
|
+$474K
|
+11,040
|
+25%
|
|
|
5
|
Flow Traders U.S.
New York
|
$2.34M
|
+$1.95M
|
+45,426
|
+586%
|
|
|
6
|
Old Mission Capital
Chicago,
Illinois
|
$1.13M
|
+$1.1M
|
+25,671
|
New
|
|
|
7
|
Merit Financial Group
Alpharetta,
Georgia
|
$912K
|
+$3.17K
|
+74
|
+0.4%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$889K
|
+$12.1K
|
+282
|
+1%
|
|
|
9
|
One Wealth Advisors
San Francisco,
California
|
$742K
|
-$1.16M
|
-26,951
|
-61%
|
|
|
10
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$722K
|
+$64.3K
|
+1,499
|
+10%
|
|
|
11
|
WR Wealth Planners
Columbia,
Missouri
|
$701K
|
-$109K
|
-2,542
|
-14%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$588K
|
+$301K
|
+7,025
|
+111%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$422K
|
+$412K
|
+9,595
|
New
|
|
|
14
|
WealthSource Partners
San Luis Obispo,
California
|
$418K
|
-$1.02M
|
-23,802
|
-71%
|
|
|
15
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$323K
|
+$85.8K
|
+2,000
|
+37%
|
|
|
16
|
Values Added Financial
Washington,
District of Columbia
|
$307K
|
-$128K
|
-2,974
|
-30%
|
|
|
17
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$248K
|
-$197K
|
-4,593
|
-45%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$241K
|
+$6K
|
+140
|
+3%
|
|
|
19
|
Keebeck Wealth Management
Chicago,
Illinois
|
$239K
|
-$1M
|
-23,367
|
-81%
|
|
|
20
|
Pathstone Holdings
Englewood,
New Jersey
|
$227K
|
+$222K
|
+5,171
|
New
|
|
|
21
|
Addison Advisors
Middlebury,
Vermont
|
$163K
|
-$22.7K
|
-530
|
-12%
|
|
|
22
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$130K
|
-$259K
|
-6,030
|
-67%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$111K
|
+$30.1K
|
+701
|
+38%
|
|
|
24
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$53.4K
|
-$2.44K
|
-57
|
-4%
|
|
|
25
|
Advisory Services Network
Atlanta,
Georgia
|
$51K
|
-$365K
|
-8,510
|
-88%
|
|
