|
1
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.23M
|
+$592K
|
+52,983
|
+92%
|
|
|
2
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$832K
|
-$1.61K
|
-144
|
-0.2%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$823K
|
+$2.02K
|
+181
|
+0.2%
|
|
|
4
|
Park Avenue Securities
New York
|
$691K
|
-$2.47K
|
-221
|
-0.4%
|
|
|
5
|
Shaker Financial Services
Arlington,
Virginia
|
$562K
|
-$692K
|
-61,949
|
-55%
|
|
|
6
|
NewEdge Advisors
New Orleans,
Louisiana
|
$522K
|
-$16.8K
|
-1,500
|
-3%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$414K
|
+$72.8K
|
+6,521
|
+21%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$305K
|
-$10.6K
|
-950
|
-3%
|
|
|
9
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$249K
|
+$1.12K
|
+100
|
+0.5%
|
|
|
10
|
Mallini Complete Financial Planning
Gainesville,
Florida
|
$218K
|
+$2.86K
|
+256
|
+1%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$172K
|
+$10K
|
+897
|
+6%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$137K
|
-$6.51K
|
-583
|
-5%
|
|
|
13
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$134K
|
-$2.26K
|
-202
|
-2%
|
|
|
14
|
CoreCap Advisors
Southfield,
Michigan
|
$130K
|
+$123K
|
+11,011
|
+1,676%
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$127K
|
+$1.75K
|
+157
|
+1%
|
|
|
16
|
|
$115K
|
-$13.6K
|
-1,218
|
-11%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$79.6K
|
-$13.3K
|
-1,192
|
-14%
|
|
|
18
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$39.1K
|
–
|
–
|
–
|
|
|
19
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$27.3K
|
+$436
|
+39
|
+2%
|
|
|
20
|
Kilter Group
Rhinebeck,
New York
|
$13.2K
|
+$324
|
+29
|
+3%
|
|
|
21
|
Rothschild Investment LLC
Chicago,
Illinois
|
$4.17K
|
–
|
–
|
–
|
|
|
22
|
Highline Wealth Partners
Sherman Oaks,
California
|
$2.79K
|
+$2.79K
|
+250
|
New
|
|
|
23
|
Key Financial Inc
West Chester,
Pennsylvania
|
–
|
-$4.76K
|
-421
|
Closed
|
|
