|
1
|
One Plus One Wealth Management
Jupiter,
Florida
|
$9.58M
|
+$191K
|
+6,842
|
+2%
|
|
|
2
|
|
$6.85M
|
+$4.2M
|
+150,669
|
+183%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.99M
|
-$183K
|
-6,552
|
-9%
|
|
|
4
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.06M
|
+$218K
|
+7,814
|
+29%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$762K
|
-$8.33K
|
-299
|
-1%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$701K
|
+$7.22K
|
+259
|
+1%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$539K
|
-$16.8K
|
-602
|
-3%
|
|
|
8
|
WealthSource Partners
San Luis Obispo,
California
|
$446K
|
-$14K
|
-501
|
-3%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$411K
|
+$1.31K
|
+47
|
+0.3%
|
|
|
10
|
CIBC World Market
Toronto,
Ontario, Canada
|
$392K
|
+$47.2K
|
+1,693
|
+15%
|
|
|
11
|
Cetera Advisor Networks
El Segundo,
California
|
$344K
|
-$864
|
-31
|
-0.3%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$199K
|
-$10.5K
|
-378
|
-5%
|
|
|
13
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$78.3K
|
-$4.18K
|
-150
|
-5%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$67.7K
|
+$32.7K
|
+1,173
|
+104%
|
|
|
15
|
Geneos Wealth Management
Englewood,
Colorado
|
$45.6K
|
–
|
–
|
–
|
|
|
16
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$43.1K
|
–
|
–
|
–
|
|
|
17
|
Hantz Financial Services
Southfield,
Michigan
|
$35K
|
–
|
–
|
–
|
|
|
18
|
|
$34K
|
-$31.8K
|
-1,141
|
-50%
|
|
|
19
|
|
$29.4K
|
–
|
–
|
–
|
|
|
20
|
Tradition Wealth Management
Edina,
Minnesota
|
$23K
|
+$892
|
+32
|
+4%
|
|
|
21
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$8.83K
|
–
|
–
|
–
|
|
|
22
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$7.5K
|
–
|
–
|
–
|
|
|
23
|
M&R Capital Management
Summit,
New Jersey
|
$7.36K
|
–
|
–
|
–
|
|
|
24
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$5.88K
|
–
|
–
|
–
|
|
|
25
|
Macroview Investment Management
Bethesda,
Maryland
|
$3.35K
|
–
|
–
|
–
|
|
