|
1
|
|
$4.9M
|
+$158K
|
+1,417
|
+3%
|
|
|
2
|
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
$3.86M
|
+$317K
|
+2,842
|
+8%
|
|
|
3
|
Cavalier Investments
Alpharetta,
Georgia
|
$3.65M
|
+$288K
|
+2,579
|
+8%
|
|
|
4
|
Credit Suisse
Zurich,
Switzerland
|
$713K
|
–
|
–
|
–
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$537K
|
+$97.6K
|
+875
|
+20%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$444K
|
+$65.6K
|
+588
|
+16%
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$429K
|
+$467K
|
+4,186
|
New
|
|
|
8
|
MBL Wealth
Charlotte,
North Carolina
|
$102K
|
+$112K
|
+1,000
|
New
|
|
|
9
|
MAS Advisors
Miami,
Florida
|
$100K
|
+$109K
|
+980
|
New
|
|
|
10
|
Atria Wealth Solutions
New York
|
$96K
|
+$25.4K
|
+228
|
+32%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$91K
|
+$892
|
+8
|
+0.9%
|
|
|
12
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$87K
|
+$95.3K
|
+854
|
New
|
|
|
13
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$77K
|
–
|
–
|
–
|
|
|
14
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$76K
|
-$446
|
-4
|
-0.5%
|
|
|
15
|
Ground Swell Capital
Folly Beach,
South Carolina
|
$61K
|
+$8.81K
|
+79
|
+15%
|
|
|
16
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$61K
|
+$66.9K
|
+600
|
New
|
|
|
17
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$57K
|
+$62.4K
|
+559
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$29K
|
+$32K
|
+287
|
New
|
|
|
19
|
Lake Point Wealth Management
Rockwall,
Texas
|
$6K
|
+$1.11K
|
+10
|
+20%
|
|
|
20
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3K
|
–
|
–
|
–
|
|
|
21
|
Private Capital Group
West Hartford,
Connecticut
|
$3K
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3K
|
+$1.45K
|
+13
|
+65%
|
|
|
23
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$2K
|
–
|
–
|
–
|
|
|
24
|
Fidelity Investments
Boston,
Massachusetts
|
$1K
|
+$892
|
+8
|
New
|
|
|
25
|
Harbour Investments
Madison,
Wisconsin
|
$1K
|
+$1.11K
|
+10
|
New
|
|
