|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.14M
|
+$13.6K
|
+243
|
+0.3%
|
|
|
2
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.92M
|
-$2.81K
|
-50
|
-0.1%
|
|
|
3
|
Old Mission Capital
Chicago,
Illinois
|
$1.54M
|
-$1.67M
|
-29,764
|
-53%
|
|
|
4
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.32M
|
+$112K
|
+1,991
|
+10%
|
|
|
5
|
|
$1.02M
|
-$121K
|
-2,156
|
-11%
|
|
|
6
|
Values Added Financial
Washington,
District of Columbia
|
$988K
|
-$101K
|
-1,805
|
-10%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$908K
|
-$63.3K
|
-1,127
|
-7%
|
|
|
8
|
Daiwa Securities Group
Tokyo,
Japan
|
$808K
|
-$209K
|
-3,720
|
-21%
|
|
|
9
|
Merit Financial Group
Alpharetta,
Georgia
|
$696K
|
-$104K
|
-1,852
|
-14%
|
|
|
10
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$621K
|
+$70.2K
|
+1,250
|
+13%
|
|
|
11
|
Beta Wealth Group
San Diego,
California
|
$543K
|
-$16.7K
|
-298
|
-3%
|
|
|
12
|
One Wealth Advisors
San Francisco,
California
|
$446K
|
–
|
–
|
–
|
|
|
13
|
Integrity Advisory Solutions
Dallas,
Texas
|
$387K
|
+$369K
|
+6,573
|
New
|
|
|
14
|
Mach-1 Financial Group
Rogers,
Arkansas
|
$387K
|
+$369K
|
+6,573
|
New
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$377K
|
+$359K
|
+6,401
|
+1,988%
|
|
|
16
|
Pathstone Holdings
Englewood,
New Jersey
|
$372K
|
+$617
|
+11
|
+0.2%
|
|
|
17
|
|
$306K
|
+$292K
|
+5,199
|
New
|
|
|
18
|
Aries Wealth Management
Portland,
Maine
|
$293K
|
–
|
–
|
–
|
|
|
19
|
Ariadne Wealth Management
Santa Barbara,
California
|
$288K
|
–
|
–
|
–
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$272K
|
-$47K
|
-837
|
-15%
|
|
|
21
|
Aprio Wealth Management
Atlanta,
Georgia
|
$231K
|
–
|
–
|
–
|
|
|
22
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$212K
|
+$202K
|
+3,603
|
New
|
|
|
23
|
Jones Financial Companies
Des Peres,
Missouri
|
$133K
|
-$1.35K
|
-24
|
-1%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$103K
|
+$6.74K
|
+120
|
+7%
|
|
|
25
|
Addison Advisors
Middlebury,
Vermont
|
$81K
|
–
|
–
|
–
|
|
