|
1
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.46M
|
+$491K
|
+10,300
|
+13%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.11M
|
-$1.82M
|
-38,166
|
-47%
|
|
|
3
|
Old Mission Capital
Chicago,
Illinois
|
$1.36M
|
-$1.77M
|
-37,177
|
-57%
|
|
|
4
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.02M
|
+$165K
|
+3,458
|
+20%
|
|
|
5
|
|
$981K
|
-$173K
|
-3,625
|
-15%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$830K
|
-$23.8K
|
-499
|
-3%
|
|
|
7
|
Daiwa Securities Group
Tokyo,
Japan
|
$807K
|
+$76.8K
|
+1,610
|
+11%
|
|
|
8
|
Merit Financial Group
Alpharetta,
Georgia
|
$747K
|
-$342K
|
-7,162
|
-32%
|
|
|
9
|
Values Added Financial
Washington,
District of Columbia
|
$646K
|
+$127K
|
+2,659
|
+25%
|
|
|
10
|
|
$486K
|
-$65.6K
|
-1,375
|
-12%
|
|
|
11
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$414K
|
-$7.15K
|
-150
|
-2%
|
|
|
12
|
One Wealth Advisors
San Francisco,
California
|
$376K
|
-$105K
|
-2,205
|
-22%
|
|
|
13
|
Retirement Capital Strategies
San Jose,
California
|
$356K
|
+$349K
|
+7,314
|
New
|
|
|
14
|
Ariadne Wealth Management
Santa Barbara,
California
|
$311K
|
+$46.7K
|
+979
|
+19%
|
|
|
15
|
Pathstone Holdings
Englewood,
New Jersey
|
$310K
|
+$39.8K
|
+835
|
+15%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$289K
|
-$1.38K
|
-29
|
-0.5%
|
|
|
17
|
Aries Wealth Management
Portland,
Maine
|
$243K
|
–
|
–
|
–
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$172K
|
+$92.4K
|
+1,937
|
+121%
|
|
|
19
|
Addison Advisors
Middlebury,
Vermont
|
$67K
|
-$238
|
-5
|
-0.4%
|
|
|
20
|
Mather Group
Chicago,
Illinois
|
$46.1K
|
-$1.05K
|
-22
|
-2%
|
|
|
21
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$42.3K
|
-$1.15K
|
-24
|
-3%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$41.4K
|
+$40.5K
|
+849
|
New
|
|
|
23
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$29.7K
|
–
|
–
|
–
|
|
|
24
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$22K
|
–
|
–
|
–
|
|
|
25
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$17.9K
|
–
|
–
|
–
|
|
