|
1
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.35M
|
+$33.8K
|
+728
|
+0.9%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.66M
|
+$99.5K
|
+2,145
|
+3%
|
|
|
3
|
Old Mission Capital
Chicago,
Illinois
|
$2.04M
|
+$311K
|
+6,703
|
+20%
|
|
|
4
|
|
$1.69M
|
-$263K
|
-5,668
|
-14%
|
|
|
5
|
|
$1.14M
|
-$361K
|
-7,780
|
-25%
|
|
|
6
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.07M
|
-$109K
|
-2,355
|
-10%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$1.02M
|
+$2.83K
|
+61
|
+0.3%
|
|
|
8
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$867K
|
-$122K
|
-2,640
|
-13%
|
|
|
9
|
Retirement Capital Strategies
San Jose,
California
|
$830K
|
+$766K
|
+16,504
|
New
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$730K
|
-$773K
|
-16,669
|
-53%
|
|
|
11
|
One Wealth Advisors
San Francisco,
California
|
$508K
|
-$7.38K
|
-159
|
-2%
|
|
|
12
|
Values Added Financial
Washington,
District of Columbia
|
$490K
|
–
|
–
|
–
|
|
|
13
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$417K
|
-$16.2K
|
-350
|
-4%
|
|
|
14
|
Flow Traders U.S.
New York
|
$401K
|
-$4.06M
|
-87,448
|
-92%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$399K
|
+$9.83K
|
+212
|
+3%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$297K
|
+$18.8K
|
+405
|
+7%
|
|
|
17
|
WR Wealth Planners
Columbia,
Missouri
|
$271K
|
+$8.12K
|
+175
|
+3%
|
|
|
18
|
Aries Wealth Management
Portland,
Maine
|
$251K
|
–
|
–
|
–
|
|
|
19
|
Pathstone Holdings
Englewood,
New Jersey
|
$240K
|
+$6.54K
|
+141
|
+3%
|
|
|
20
|
Beta Wealth Group
San Diego,
California
|
$210K
|
+$194K
|
+4,181
|
New
|
|
|
21
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$176K
|
-$5.1K
|
-110
|
-3%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$81K
|
+$835
|
+18
|
+1%
|
|
|
23
|
Addison Advisors
Middlebury,
Vermont
|
$69.4K
|
–
|
–
|
–
|
|
|
24
|
Mather Group
Chicago,
Illinois
|
$48.8K
|
-$10K
|
-216
|
-18%
|
|
|
25
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$44.9K
|
-$12.6K
|
-272
|
-23%
|
|
