|
1
|
One Plus One Wealth Management
Jupiter,
Florida
|
$8.17M
|
+$971K
|
+34,284
|
+12%
|
|
|
2
|
|
$2.11M
|
+$1.51M
|
+53,221
|
+183%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.9M
|
+$11K
|
+388
|
+0.5%
|
|
|
4
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$749K
|
+$753K
|
+26,572
|
New
|
|
|
5
|
LPL Financial
San Diego,
California
|
$672K
|
-$219K
|
-7,730
|
-23%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$604K
|
-$12.8K
|
-453
|
-2%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$485K
|
+$238K
|
+8,387
|
+80%
|
|
|
8
|
WealthSource Partners
San Luis Obispo,
California
|
$401K
|
–
|
–
|
–
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$357K
|
-$9.52K
|
-336
|
-2%
|
|
|
10
|
Cetera Advisor Networks
El Segundo,
California
|
$301K
|
–
|
–
|
–
|
|
|
11
|
CIBC World Market
Toronto,
Ontario, Canada
|
$298K
|
+$80.5K
|
+2,842
|
+32%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$184K
|
-$12.4K
|
-438
|
-6%
|
|
|
13
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$71.4K
|
-$113
|
-4
|
-0.1%
|
|
|
14
|
|
$58.8K
|
–
|
–
|
–
|
|
|
15
|
Geneos Wealth Management
Englewood,
Colorado
|
$39.7K
|
–
|
–
|
–
|
|
|
16
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$37.5K
|
–
|
–
|
–
|
|
|
17
|
Hantz Financial Services
Southfield,
Michigan
|
$31K
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$28.9K
|
+$31.9K
|
+1,127
|
New
|
|
|
19
|
|
$25.6K
|
+$28.3K
|
+1,000
|
New
|
|
|
20
|
Tradition Wealth Management
Edina,
Minnesota
|
$19K
|
–
|
–
|
–
|
|
|
21
|
WR Wealth Planners
Columbia,
Missouri
|
$11K
|
–
|
–
|
–
|
|
|
22
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$7.69K
|
–
|
–
|
–
|
|
|
23
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$6.54K
|
–
|
–
|
–
|
|
|
24
|
M&R Capital Management
Summit,
New Jersey
|
$6.41K
|
–
|
–
|
–
|
|
|
25
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$5.13K
|
+$5.67K
|
+200
|
New
|
|
