|
1
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$4.06M
|
+$1.16M
|
+42,562
|
+44%
|
|
|
2
|
Mission Wealth Management
Santa Barbara,
California
|
$1.74M
|
+$300K
|
+11,021
|
+23%
|
|
|
3
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$1.13M
|
–
|
–
|
–
|
|
|
4
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$736K
|
+$68.8K
|
+2,522
|
+11%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$734K
|
+$349K
|
+12,809
|
+102%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$734K
|
+$349K
|
+12,809
|
+102%
|
|
|
7
|
NWAM LLC
Mercer Island,
Washington
|
$633K
|
+$1.69K
|
+62
|
+0.3%
|
|
|
8
|
CIBC World Market
Toronto,
Ontario, Canada
|
$484K
|
-$7.39K
|
-271
|
-2%
|
|
|
9
|
|
$372K
|
-$178K
|
-6,543
|
-34%
|
|
|
10
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$276K
|
+$18.5K
|
+680
|
+8%
|
|
|
11
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$253K
|
+$57.3K
|
+2,100
|
+36%
|
|
|
12
|
Y.D. More Investments
Ramat Gan,
Israel
|
$251K
|
–
|
–
|
–
|
|
|
13
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$236K
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$190K
|
-$22.4K
|
-820
|
-11%
|
|
|
15
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$139K
|
–
|
–
|
–
|
|
|
16
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$128K
|
–
|
–
|
–
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$125K
|
–
|
–
|
–
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$114K
|
+$2.1K
|
+77
|
+2%
|
|
|
19
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$95.1K
|
+$2.43K
|
+89
|
+3%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$87.7K
|
+$58.5K
|
+2,145
|
+244%
|
|
|
21
|
NVWM LLC
Yardley,
Pennsylvania
|
$12.8K
|
–
|
–
|
–
|
|
|
22
|
|
$5.8K
|
+$5.45K
|
+200
|
New
|
|
|
23
|
Bogart Wealth LLC
Mclean,
Virginia
|
$1.45K
|
–
|
–
|
–
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$383K
|
-14,894
|
Closed
|
|
|
25
|
LPL Financial
San Diego,
California
|
–
|
-$214K
|
-8,322
|
Closed
|
|
