|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.78M
|
+$1.35M
|
+26,760
|
+62%
|
|
|
2
|
Old Mission Capital
Chicago,
Illinois
|
$3.02M
|
+$1.41M
|
+27,987
|
+100%
|
|
|
3
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.68M
|
-$2.1M
|
-41,825
|
-46%
|
|
|
4
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.1M
|
-$30.2K
|
-601
|
-3%
|
|
|
5
|
|
$1.05M
|
-$34.2K
|
-681
|
-3%
|
|
|
6
|
Values Added Financial
Washington,
District of Columbia
|
$1M
|
+$268K
|
+5,323
|
+40%
|
|
|
7
|
Daiwa Securities Group
Tokyo,
Japan
|
$940K
|
+$43.3K
|
+860
|
+5%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$892K
|
-$24.8K
|
-494
|
-3%
|
|
|
9
|
Merit Financial Group
Alpharetta,
Georgia
|
$737K
|
-$84K
|
-1,670
|
-11%
|
|
|
10
|
Beta Wealth Group
San Diego,
California
|
$513K
|
+$478K
|
+9,514
|
New
|
|
|
11
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$501K
|
+$40.2K
|
+800
|
+9%
|
|
|
12
|
One Wealth Advisors
San Francisco,
California
|
$408K
|
-$7.14K
|
-142
|
-2%
|
|
|
13
|
Pathstone Holdings
Englewood,
New Jersey
|
$340K
|
+$2.16K
|
+43
|
+0.7%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$294K
|
-$25K
|
-497
|
-8%
|
|
|
15
|
Ariadne Wealth Management
Santa Barbara,
California
|
$274K
|
-$69.4K
|
-1,380
|
-22%
|
|
|
16
|
Aries Wealth Management
Portland,
Maine
|
$269K
|
–
|
–
|
–
|
|
|
17
|
Aprio Wealth Management
Atlanta,
Georgia
|
$211K
|
+$197K
|
+3,917
|
New
|
|
|
18
|
Jones Financial Companies
Des Peres,
Missouri
|
$123K
|
+$107K
|
+2,118
|
+1,139%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$88K
|
-$96.2K
|
-1,913
|
-54%
|
|
|
20
|
Addison Advisors
Middlebury,
Vermont
|
$74.2K
|
–
|
–
|
–
|
|
|
21
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$46.7K
|
-$101
|
-2
|
-0.2%
|
|
|
22
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$29.1K
|
+$4.48K
|
+89
|
+20%
|
|
|
23
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$19.9K
|
–
|
–
|
–
|
|
|
24
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$19.9K
|
–
|
–
|
–
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$17.3K
|
-$201
|
-4
|
-1%
|
|
