|
1
|
Tradition Wealth Management
Edina,
Minnesota
|
$9.1M
|
+$298K
|
+6,554
|
+4%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.1M
|
+$1.6M
|
+35,223
|
+31%
|
|
|
3
|
EPIQ Partners
Minneapolis,
Minnesota
|
$4.06M
|
+$145K
|
+3,200
|
+4%
|
|
|
4
|
|
$2.4M
|
+$770K
|
+16,933
|
+50%
|
|
|
5
|
Elmwood Wealth Management
Berkeley,
California
|
$2.01M
|
+$1.32M
|
+29,098
|
+221%
|
|
|
6
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$722K
|
+$682K
|
+14,992
|
New
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$526K
|
-$78K
|
-1,715
|
-13%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$440K
|
-$27.1K
|
-595
|
-6%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$356K
|
-$14.2K
|
-312
|
-4%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$337K
|
-$3.59K
|
-79
|
-1%
|
|
|
11
|
Cresset Asset Management
Chicago,
Illinois
|
$286K
|
–
|
–
|
–
|
|
|
12
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$241K
|
-$112K
|
-2,471
|
-33%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$234K
|
+$132K
|
+2,913
|
+145%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$211K
|
+$201K
|
+4,429
|
New
|
|
|
15
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$49.7K
|
-$6.55K
|
-144
|
-12%
|
|
|
16
|
Creative Financial Designs
Kokomo,
Indiana
|
$42.8K
|
–
|
–
|
–
|
|
|
17
|
Asset Dedication LLC
San Francisco,
California
|
$20.8K
|
–
|
–
|
–
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$20K
|
–
|
–
|
–
|
|
|
19
|
|
$12.9K
|
-$4.05K
|
-89
|
-25%
|
|
|
20
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$6.24K
|
–
|
–
|
–
|
|
|
21
|
Harbour Investments
Madison,
Wisconsin
|
$4.76K
|
–
|
–
|
–
|
|
|
22
|
CoreCap Advisors
Southfield,
Michigan
|
$2.38K
|
–
|
–
|
–
|
|
|
23
|
Global Retirement Partners
San Rafael,
California
|
$2.05K
|
–
|
–
|
–
|
|
|
24
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$476
|
–
|
–
|
–
|
|
|
25
|
Flow Traders U.S.
New York
|
–
|
-$532K
|
-11,182
|
Closed
|
|
