|
1
|
|
$2.16M
|
+$206K
|
+11,506
|
+10%
|
|
|
2
|
Childress Capital Advisors
Houston,
Texas
|
$1.78M
|
+$1.8M
|
+100,570
|
New
|
|
|
3
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$1.73M
|
+$431K
|
+24,088
|
+33%
|
|
|
4
|
Scotia Capital
Toronto,
Ontario, Canada
|
$941K
|
+$590K
|
+33,021
|
+165%
|
|
|
5
|
Nomura Asset Management
Tokyo,
Japan
|
$801K
|
+$90.6K
|
+5,066
|
+13%
|
|
|
6
|
Flow Traders U.S.
New York
|
$672K
|
-$227K
|
-12,706
|
-25%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$600K
|
–
|
–
|
–
|
|
|
8
|
Kestra Private Wealth Services
Austin,
Texas
|
$436K
|
+$440K
|
+24,600
|
New
|
|
|
9
|
Mission Wealth Management
Santa Barbara,
California
|
$417K
|
+$11K
|
+614
|
+3%
|
|
|
10
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$410K
|
–
|
–
|
–
|
|
|
11
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$406K
|
+$410K
|
+22,908
|
New
|
|
|
12
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$356K
|
+$93.8K
|
+5,246
|
+35%
|
|
|
13
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$273K
|
+$9.38K
|
+525
|
+4%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$260K
|
+$33.3K
|
+1,865
|
+15%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$239K
|
+$241K
|
+13,481
|
New
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$239K
|
+$241K
|
+13,481
|
New
|
|
|
17
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$195K
|
–
|
–
|
–
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$169K
|
–
|
–
|
–
|
|
|
19
|
US Bancorp
Minneapolis,
Minnesota
|
$142K
|
–
|
–
|
–
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$140K
|
+$2.83K
|
+158
|
+2%
|
|
|
21
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$116K
|
-$3.97K
|
-222
|
-3%
|
|
|
22
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$115K
|
–
|
–
|
–
|
|
|
23
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$78.7K
|
–
|
–
|
–
|
|
|
24
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$34K
|
+$2.15K
|
+120
|
+7%
|
|
|
25
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$23K
|
–
|
–
|
–
|
|
