|
1
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$2.5M
|
+$3.84K
|
+148
|
+0.2%
|
|
|
2
|
Mission Wealth Management
Santa Barbara,
California
|
$1.26M
|
-$479K
|
-18,466
|
-27%
|
|
|
3
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$1.01M
|
–
|
–
|
–
|
|
|
4
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$588K
|
+$593K
|
+22,847
|
New
|
|
|
5
|
NWAM LLC
Mercer Island,
Washington
|
$560K
|
-$8.72K
|
-336
|
-2%
|
|
|
6
|
|
$498K
|
+$170K
|
+6,545
|
+51%
|
|
|
7
|
CIBC World Market
Toronto,
Ontario, Canada
|
$436K
|
+$1.66K
|
+64
|
+0.4%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$383K
|
+$386K
|
+14,894
|
New
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$322K
|
+$112K
|
+4,300
|
+52%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$322K
|
+$112K
|
+4,300
|
+52%
|
|
|
11
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$227K
|
+$229K
|
+8,841
|
New
|
|
|
12
|
Y.D. More Investments
Ramat Gan,
Israel
|
$223K
|
+$224K
|
+8,650
|
New
|
|
|
13
|
LPL Financial
San Diego,
California
|
$214K
|
+$216K
|
+8,322
|
New
|
|
|
14
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$209K
|
–
|
–
|
–
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$208K
|
+$209K
|
+8,069
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$190K
|
+$88.5K
|
+3,409
|
+86%
|
|
|
17
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$150K
|
–
|
–
|
–
|
|
|
18
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$124K
|
+$33.7K
|
+1,300
|
+37%
|
|
|
19
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$113K
|
+$114K
|
+4,400
|
New
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$111K
|
+$112K
|
+4,300
|
New
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$100K
|
+$6.67K
|
+257
|
+7%
|
|
|
22
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$82.1K
|
+$49.4K
|
+1,905
|
+148%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$22.6K
|
-$882
|
-34
|
-4%
|
|
|
24
|
NVWM LLC
Yardley,
Pennsylvania
|
$11.3K
|
+$3.87K
|
+149
|
+51%
|
|
|
25
|
Romano Brothers & Co
Evanston,
Illinois
|
$10.8K
|
+$10.9K
|
+421
|
New
|
|
