|
1
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.54M
|
+$400K
|
+11,991
|
+35%
|
|
|
2
|
Natural Investments
Windsor,
California
|
$1.09M
|
+$1.1M
|
+32,895
|
New
|
|
|
3
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$1.05M
|
–
|
–
|
–
|
|
|
4
|
Focus Partners Wealth
Boston,
Massachusetts
|
$681K
|
-$211K
|
-6,328
|
-24%
|
|
|
5
|
|
$441K
|
+$443K
|
+13,263
|
New
|
|
|
6
|
Pathstone Holdings
Englewood,
New Jersey
|
$229K
|
–
|
–
|
–
|
|
|
7
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$224K
|
–
|
–
|
–
|
|
|
8
|
Meramec Financial Planners
Saint Louis,
Missouri
|
$64.9K
|
+$59.6K
|
+1,786
|
New
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$56.8K
|
–
|
–
|
–
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$34K
|
+$367
|
+11
|
+1%
|
|
|
11
|
Farther Finance Advisors
San Francisco,
California
|
$25.8K
|
+$7.08K
|
+212
|
+38%
|
|
|
12
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$24.5K
|
+$24.6K
|
+738
|
New
|
|
|
13
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$21.5K
|
–
|
–
|
–
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$16K
|
+$15.7K
|
+469
|
New
|
|
|
15
|
SBI Securities
Tokyo,
Japan
|
$13.8K
|
+$33
|
+1
|
+0.2%
|
|
|
16
|
RMG Wealth Management
Platteville,
Wisconsin
|
$11.3K
|
+$24K
|
+719
|
New
|
|
|
17
|
Lodestone Wealth Management
Spokane,
Washington
|
$9.37K
|
+$9.41K
|
+282
|
New
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.18K
|
+$7.21K
|
+216
|
New
|
|
|
19
|
Rockefeller Capital Management
New York
|
$5.52K
|
–
|
–
|
–
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$3.19K
|
+$3.2K
|
+96
|
New
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.76K
|
–
|
–
|
–
|
|
|
22
|
|
$2.19K
|
-$33
|
-1
|
-1%
|
|
|
23
|
Triumph Capital Management
Denver,
Colorado
|
$1.7K
|
+$1.7K
|
+51
|
New
|
|
|
24
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.5K
|
–
|
–
|
–
|
|
|
25
|
Rothschild Investment LLC
Chicago,
Illinois
|
$498
|
–
|
–
|
–
|
|
