|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.7M
|
+$424K
|
+8,788
|
+12%
|
|
|
2
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.68M
|
-$188K
|
-3,903
|
-5%
|
|
|
3
|
Old Mission Capital
Chicago,
Illinois
|
$2.95M
|
+$1.18M
|
+24,544
|
+61%
|
|
|
4
|
|
$1.08M
|
-$477K
|
-9,880
|
-29%
|
|
|
5
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.02M
|
+$59.6K
|
+1,236
|
+6%
|
|
|
6
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$797K
|
+$16.5K
|
+343
|
+2%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$795K
|
-$134K
|
-2,772
|
-14%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$735K
|
+$81.4K
|
+1,688
|
+12%
|
|
|
9
|
Daiwa Securities Group
Tokyo,
Japan
|
$679K
|
+$722K
|
+14,960
|
New
|
|
|
10
|
|
$515K
|
-$550K
|
-11,403
|
-50%
|
|
|
11
|
Values Added Financial
Washington,
District of Columbia
|
$481K
|
+$41.2K
|
+854
|
+9%
|
|
|
12
|
One Wealth Advisors
San Francisco,
California
|
$450K
|
-$9.07K
|
-188
|
-2%
|
|
|
13
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$392K
|
+$16.9K
|
+350
|
+4%
|
|
|
14
|
Flow Traders U.S.
New York
|
$382K
|
+$22.1K
|
+459
|
+6%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$360K
|
+$193
|
+4
|
+0.1%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$271K
|
+$3.71K
|
+77
|
+1%
|
|
|
17
|
Ariadne Wealth Management
Santa Barbara,
California
|
$251K
|
+$253K
|
+5,241
|
New
|
|
|
18
|
Pathstone Holdings
Englewood,
New Jersey
|
$246K
|
+$32.1K
|
+666
|
+14%
|
|
|
19
|
Aries Wealth Management
Portland,
Maine
|
$226K
|
–
|
–
|
–
|
|
|
20
|
WR Wealth Planners
Columbia,
Missouri
|
$106K
|
-$146K
|
-3,033
|
-56%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$73K
|
–
|
–
|
–
|
|
|
22
|
Addison Advisors
Middlebury,
Vermont
|
$62.6K
|
–
|
–
|
–
|
|
|
23
|
Mather Group
Chicago,
Illinois
|
$44K
|
–
|
–
|
–
|
|
|
24
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$40.5K
|
–
|
–
|
–
|
|
|
25
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$29.7K
|
+$145
|
+3
|
+0.5%
|
|
