|
1
|
Mission Wealth Management
Santa Barbara,
California
|
$1.69M
|
+$1.14M
|
+40,688
|
+164%
|
|
|
2
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$1.31M
|
+$537K
|
+19,167
|
+61%
|
|
|
3
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$1.01M
|
+$89.1K
|
+3,180
|
+9%
|
|
|
4
|
NWAM LLC
Mercer Island,
Washington
|
$547K
|
+$53.7K
|
+1,916
|
+10%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$524K
|
+$568K
|
+20,277
|
New
|
|
|
6
|
CIBC World Market
Toronto,
Ontario, Canada
|
$487K
|
+$87.6K
|
+3,125
|
+20%
|
|
|
7
|
|
$332K
|
-$163K
|
-5,812
|
-31%
|
|
|
8
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$211K
|
–
|
–
|
–
|
|
|
9
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$153K
|
–
|
–
|
–
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$105K
|
-$34.6K
|
-1,236
|
-23%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$92K
|
+$31.7K
|
+1,130
|
+47%
|
|
|
12
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$91K
|
–
|
–
|
–
|
|
|
13
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$33K
|
-$4.9K
|
-175
|
-12%
|
|
|
14
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$7K
|
–
|
–
|
–
|
|
|
15
|
Bogart Wealth LLC
Mclean,
Virginia
|
$1K
|
-$280
|
-10
|
-17%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
–
|
-$706K
|
-22,631
|
Closed
|
|
|
17
|
|
–
|
-$251K
|
-8,027
|
Closed
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$221K
|
-7,078
|
Closed
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
–
|
-$221K
|
-7,078
|
Closed
|
|
|
20
|
Integrated Advisors Network
Dallas,
Texas
|
–
|
-$206K
|
-6,610
|
Closed
|
|
