|
1
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$12.2M
|
+$7.14M
|
+237,618
|
+170%
|
|
|
2
|
Mission Wealth Management
Santa Barbara,
California
|
$1.96M
|
+$26.4K
|
+878
|
+1%
|
|
|
3
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$1.26M
|
–
|
–
|
–
|
|
|
4
|
Childress Capital Advisors
Houston,
Texas
|
$1.21M
|
+$1.13M
|
+37,588
|
New
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.08M
|
+$248K
|
+8,247
|
+33%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$1.08M
|
+$248K
|
+8,247
|
+33%
|
|
|
7
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$818K
|
–
|
–
|
–
|
|
|
8
|
NWAM LLC
Mercer Island,
Washington
|
$706K
|
+$1.68K
|
+56
|
+0.3%
|
|
|
9
|
Farther Finance Advisors
San Francisco,
California
|
$677K
|
+$631K
|
+21,009
|
New
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$619K
|
+$380K
|
+12,661
|
+193%
|
|
|
11
|
CIBC World Market
Toronto,
Ontario, Canada
|
$514K
|
-$22K
|
-731
|
-4%
|
|
|
12
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$339K
|
+$29.6K
|
+984
|
+10%
|
|
|
13
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$280K
|
–
|
–
|
–
|
|
|
14
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$262K
|
–
|
–
|
–
|
|
|
15
|
GTS Securities
Miami,
Florida
|
$234K
|
+$218K
|
+7,264
|
New
|
|
|
16
|
LPL Financial
San Diego,
California
|
$227K
|
+$212K
|
+7,040
|
New
|
|
|
17
|
Y.D. More Investments
Ramat Gan,
Israel
|
$212K
|
-$62.2K
|
-2,070
|
-24%
|
|
|
18
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$167K
|
+$156K
|
+5,197
|
New
|
|
|
19
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$142K
|
-$12K
|
-399
|
-8%
|
|
|
20
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$142K
|
–
|
–
|
–
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$139K
|
–
|
–
|
–
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$136K
|
+$9.08K
|
+302
|
+8%
|
|
|
23
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$106K
|
–
|
–
|
–
|
|
|
24
|
NVWM LLC
Yardley,
Pennsylvania
|
$14.2K
|
–
|
–
|
–
|
|
|
25
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$10K
|
+$9.01K
|
+300
|
New
|
|
