|
1
|
|
$5.24M
|
+$3.35M
|
+127,739
|
+200%
|
|
|
2
|
Equitable Holdings
New York
|
$3.85M
|
+$403K
|
+15,400
|
+12%
|
|
|
3
|
|
$2.24M
|
-$66.3K
|
-2,533
|
-3%
|
|
|
4
|
Rathbones Group
Liverpool,
United Kingdom
|
$1.45M
|
-$39.2K
|
-1,495
|
-3%
|
|
|
5
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.3M
|
+$1.25M
|
+47,556
|
New
|
|
|
6
|
Empirical Wealth Management
Seattle,
Washington
|
$823K
|
-$42.9K
|
-1,640
|
-5%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$634K
|
+$289K
|
+11,044
|
+91%
|
|
|
8
|
SimplyRich
Carlsbad,
California
|
$588K
|
–
|
–
|
–
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$573K
|
+$104K
|
+3,967
|
+24%
|
|
|
10
|
Horizons Wealth Management
Asheville,
North Carolina
|
$444K
|
+$69.7K
|
+2,661
|
+20%
|
|
|
11
|
Freedom Investment Management
Hartford,
Connecticut
|
$406K
|
-$32.8K
|
-1,252
|
-8%
|
|
|
12
|
Cardiff Park Advisors
Carlsbad,
California
|
$303K
|
+$2.91K
|
+111
|
+1%
|
|
|
13
|
Schoolcraft Capital
Boulder,
Colorado
|
$294K
|
-$88.9K
|
-3,396
|
-24%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$287K
|
–
|
–
|
–
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$265K
|
+$253K
|
+9,672
|
New
|
|
|
16
|
Avantax Advisory Services
Dallas,
Texas
|
$228K
|
+$6K
|
+229
|
+3%
|
|
|
17
|
Corient Private Wealth
Miami,
Florida
|
$220K
|
+$210K
|
+8,020
|
New
|
|
|
18
|
SOA Wealth Advisors
New York
|
$167K
|
+$1.62K
|
+62
|
+1%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$166K
|
+$53.3K
|
+2,037
|
+50%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$121K
|
+$10.2K
|
+391
|
+10%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$118K
|
+$52.9K
|
+2,020
|
+87%
|
|
|
22
|
Parallel Advisors
San Francisco,
California
|
$118K
|
-$4.19K
|
-160
|
-4%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$82K
|
-$24.5K
|
-937
|
-24%
|
|
|
24
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$43K
|
–
|
–
|
–
|
|
|
25
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$40.9K
|
–
|
–
|
–
|
|
