|
1
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$3.24M
|
+$811K
|
+27,099
|
+32%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.57M
|
+$419K
|
+13,998
|
+35%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$1.01M
|
–
|
–
|
–
|
|
|
4
|
Insight Advisors
Newtown,
Pennsylvania
|
$422K
|
+$435K
|
+14,537
|
New
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$366K
|
+$343K
|
+11,455
|
New
|
|
|
6
|
|
$324K
|
+$334K
|
+11,155
|
New
|
|
|
7
|
SFMG Wealth Advisors
Plano,
Texas
|
$313K
|
+$60.2K
|
+2,010
|
+23%
|
|
|
8
|
GTS Securities
Miami,
Florida
|
$304K
|
+$314K
|
+10,485
|
New
|
|
|
9
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$147K
|
+$151K
|
+5,060
|
New
|
|
|
10
|
Quattro Advisors
Pittsburgh,
Pennsylvania
|
$120K
|
+$124K
|
+4,143
|
New
|
|
|
11
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$90.9K
|
+$93.8K
|
+3,132
|
New
|
|
|
12
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$87.7K
|
+$90.5K
|
+3,023
|
New
|
|
|
13
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$86.3K
|
+$15.7K
|
+525
|
+21%
|
|
|
14
|
Country Trust Bank
Bloomington,
Illinois
|
$25.2K
|
+$26K
|
+869
|
New
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$17.6K
|
+$18.1K
|
+606
|
New
|
|
|
16
|
Allworth Financial
Folsom,
California
|
$11.6K
|
+$12K
|
+400
|
New
|
|
|
17
|
Farther Finance Advisors
San Francisco,
California
|
$2.32K
|
+$2.4K
|
+80
|
New
|
|
|
18
|
Forthright Family Wealth Advisory
Houston,
Texas
|
–
|
-$852K
|
-25,275
|
Closed
|
|
|
19
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$735K
|
-21,806
|
Closed
|
|
|
20
|
World Equity Group
Schaumburg,
Illinois
|
–
|
-$523K
|
-15,521
|
Closed
|
|
