|
1
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$3.74M
|
+$238K
|
+7,015
|
+6%
|
|
|
2
|
Elmwood Wealth Management
Berkeley,
California
|
$1.1M
|
-$33.7K
|
-993
|
-3%
|
|
|
3
|
Pathstone Family Office
Englewood,
New Jersey
|
$984K
|
+$1.11M
|
+32,791
|
New
|
|
|
4
|
|
$705K
|
-$2.29M
|
-67,544
|
-74%
|
|
|
5
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$580K
|
+$98.2K
|
+2,895
|
+20%
|
|
|
6
|
CreativeOne Wealth
Overland Park,
Kansas
|
$579K
|
-$94.2K
|
-2,775
|
-13%
|
|
|
7
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$512K
|
–
|
–
|
–
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$413K
|
+$746
|
+22
|
+0.2%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$366K
|
+$119K
|
+3,521
|
+41%
|
|
|
10
|
Tempus Wealth Planning
Irvine,
California
|
$339K
|
+$384K
|
+11,305
|
New
|
|
|
11
|
Flow Traders U.S.
New York
|
$299K
|
+$213K
|
+6,281
|
+171%
|
|
|
12
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$253K
|
–
|
–
|
–
|
|
|
13
|
Colony Group
Boston,
Massachusetts
|
$238K
|
-$153K
|
-4,506
|
-36%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$226K
|
-$9.67K
|
-285
|
-4%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$216K
|
-$25.6K
|
-756
|
-10%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$216K
|
-$111K
|
-3,274
|
-31%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$142K
|
-$7.02K
|
-207
|
-4%
|
|
|
18
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$120K
|
–
|
–
|
–
|
|
|
19
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$120K
|
–
|
–
|
–
|
|
|
20
|
|
$90.7K
|
+$90.5K
|
+2,666
|
+745%
|
|
|
21
|
GeoWealth Management
Chicago,
Illinois
|
$89K
|
-$11.9K
|
-350
|
-11%
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$71.8K
|
–
|
–
|
–
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$21.3K
|
-$18.1K
|
-533
|
-43%
|
|
|
24
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$12.8K
|
–
|
–
|
–
|
|
|
25
|
Comerica Bank
Dallas,
Texas
|
$7.82K
|
+$8.86K
|
+261
|
New
|
|
