|
1
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$2.37M
|
+$1.27M
|
+46,511
|
+92%
|
|
|
2
|
Mission Wealth Management
Santa Barbara,
California
|
$1.65M
|
+$51.6K
|
+1,897
|
+3%
|
|
|
3
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$956K
|
-$2.99K
|
-110
|
-0.3%
|
|
|
4
|
NWAM LLC
Mercer Island,
Washington
|
$541K
|
+$32.7K
|
+1,200
|
+6%
|
|
|
5
|
CIBC World Market
Toronto,
Ontario, Canada
|
$413K
|
-$52.8K
|
-1,942
|
-10%
|
|
|
6
|
|
$314K
|
–
|
–
|
–
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$201K
|
+$223K
|
+8,207
|
New
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$201K
|
+$223K
|
+8,207
|
New
|
|
|
9
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$199K
|
–
|
–
|
–
|
|
|
10
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$147K
|
–
|
–
|
–
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$97K
|
-$2.26K
|
-83
|
-2%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$89K
|
+$2.37K
|
+87
|
+2%
|
|
|
13
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$86K
|
–
|
–
|
–
|
|
|
14
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$31K
|
–
|
–
|
–
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$22K
|
+$24.8K
|
+913
|
New
|
|
|
16
|
NVWM LLC
Yardley,
Pennsylvania
|
$7K
|
+$7.92K
|
+291
|
New
|
|
|
17
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$5K
|
–
|
–
|
–
|
|
|
18
|
Bogart Wealth LLC
Mclean,
Virginia
|
$1K
|
–
|
–
|
–
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1K
|
+$871
|
+32
|
New
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$524K
|
-20,277
|
Closed
|
|
