|
1
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.41M
|
+$298K
|
+9,543
|
+28%
|
|
|
2
|
Cox Capital Management
Andover,
Massachusetts
|
$1.31M
|
+$1.26M
|
+40,392
|
New
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.19M
|
+$23.6K
|
+756
|
+2%
|
|
|
4
|
Oak Family Advisors
Chicago,
Illinois
|
$973K
|
+$54.8K
|
+1,755
|
+6%
|
|
|
5
|
Perigon Wealth Management
San Francisco,
California
|
$822K
|
+$789K
|
+25,270
|
New
|
|
|
6
|
Principal Securities
Des Moines,
Iowa
|
$821K
|
+$229K
|
+7,346
|
+41%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$762K
|
+$157K
|
+5,016
|
+27%
|
|
|
8
|
Summit Financial
Parsippany,
New Jersey
|
$573K
|
+$549K
|
+17,594
|
New
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$474K
|
-$6.06K
|
-194
|
-1%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$392K
|
+$91K
|
+2,915
|
+32%
|
|
|
11
|
Arrowroot Family Office
Marina Del Rey,
California
|
$348K
|
-$885K
|
-28,342
|
-73%
|
|
|
12
|
Lodestar Private Asset Management
Alamo,
California
|
$343K
|
–
|
–
|
–
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$233K
|
+$224K
|
+7,169
|
New
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$35.5K
|
+$34K
|
+1,090
|
New
|
|
|
15
|
|
$33.8K
|
-$15.6K
|
-500
|
-32%
|
|
|
16
|
Rockefeller Capital Management
New York
|
$16.3K
|
–
|
–
|
–
|
|
|
17
|
Farther Finance Advisors
San Francisco,
California
|
$9.27K
|
–
|
–
|
–
|
|
|
18
|
Hollencrest Capital Management
Newport Beach,
California
|
$4.42K
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4K
|
+$1.78K
|
+57
|
+71%
|
|
|
20
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$3.25K
|
+$3.12K
|
+100
|
New
|
|
|
21
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$3.25K
|
+$3.12K
|
+100
|
New
|
|
|
22
|
Advisornet Financial
Minnetonka,
Minnesota
|
$2.76K
|
–
|
–
|
–
|
|
|
23
|
Physician Wealth Advisors
Midvale,
Utah
|
$1.3K
|
–
|
–
|
–
|
|
|
24
|
|
–
|
-$2.6M
|
-83,410
|
Closed
|
|
|
25
|
Flow Traders U.S.
New York
|
–
|
-$642K
|
-20,567
|
Closed
|
|
