|
1
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$43.1M
|
+$4.72M
|
+116,915
|
+13%
|
|
|
2
|
ShariaPortfolio
Lake Mary,
Florida
|
$33.2M
|
-$1.8M
|
-44,685
|
-5%
|
|
|
3
|
Two Sigma Investments
New York
|
$6.18M
|
+$4.72M
|
+117,100
|
+379%
|
|
|
4
|
Farther Finance Advisors
San Francisco,
California
|
$4.52M
|
+$663K
|
+16,430
|
+18%
|
|
|
5
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$3.9M
|
+$2.93M
|
+72,625
|
+350%
|
|
|
6
|
Childress Capital Advisors
Houston,
Texas
|
$3.82M
|
–
|
–
|
–
|
|
|
7
|
RFG Advisory
Birmingham,
Alabama
|
$3.27M
|
+$3.16M
|
+78,265
|
New
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.22M
|
-$223K
|
-5,525
|
-7%
|
|
|
9
|
GTS Securities
Miami,
Florida
|
$2.86M
|
+$1.82M
|
+45,148
|
+193%
|
|
|
10
|
ArchPoint Investors
Coral Gables,
Florida
|
$2.28M
|
-$146K
|
-3,617
|
-6%
|
|
|
11
|
NWAM LLC
Mercer Island,
Washington
|
$2.21M
|
+$2.14M
|
+52,924
|
New
|
|
|
12
|
Cresset Asset Management
Chicago,
Illinois
|
$1.84M
|
+$1.13M
|
+27,903
|
+174%
|
|
|
13
|
Mission Wealth Management
Santa Barbara,
California
|
$1.69M
|
+$8.19K
|
+203
|
+0.5%
|
|
|
14
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.6M
|
–
|
–
|
–
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.6M
|
+$236K
|
+5,839
|
+18%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$1.54M
|
+$127K
|
+3,156
|
+9%
|
|
|
17
|
Synovus Financial
Columbus,
Georgia
|
$1.34M
|
+$312K
|
+7,725
|
+32%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.28M
|
+$359K
|
+8,891
|
+41%
|
|
|
19
|
Tidal Investments
Milwaukee,
Wisconsin
|
$1.26M
|
+$1.22M
|
+30,258
|
New
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$1.17M
|
-$33.2K
|
-823
|
-3%
|
|
|
21
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$1.11M
|
-$153K
|
-3,800
|
-13%
|
|
|
22
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$1.06M
|
–
|
–
|
–
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$771K
|
+$502K
|
+12,448
|
+206%
|
|
|
24
|
CIBC World Market
Toronto,
Ontario, Canada
|
$770K
|
+$47.5K
|
+1,178
|
+7%
|
|
|
25
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$724K
|
+$101K
|
+2,500
|
+17%
|
|
