|
1
|
Boothe Investment Group
Dover,
Delaware
|
$11.9M
|
+$12M
|
+757,149
|
New
|
|
|
2
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$3.7M
|
+$882K
|
+55,624
|
+31%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.78M
|
-$231K
|
-14,536
|
-11%
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.78M
|
+$436K
|
+27,505
|
+32%
|
|
|
5
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$1.39M
|
+$346K
|
+21,811
|
+33%
|
|
|
6
|
|
$731K
|
-$132K
|
-8,334
|
-15%
|
|
|
7
|
Beaumont Capital Management
Boston,
Massachusetts
|
$613K
|
+$5K
|
+315
|
+0.8%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$545K
|
+$552K
|
+34,789
|
New
|
|
|
9
|
|
$429K
|
-$322K
|
-20,283
|
-43%
|
|
|
10
|
IEQ Capital
Foster City,
California
|
$382K
|
+$5.77K
|
+364
|
+2%
|
|
|
11
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$263K
|
+$23.8K
|
+1,500
|
+10%
|
|
|
12
|
Old Mission Capital
Chicago,
Illinois
|
$231K
|
-$5.27M
|
-332,252
|
-96%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$225K
|
+$228K
|
+14,377
|
New
|
|
|
14
|
Flow Traders U.S.
New York
|
$181K
|
-$109K
|
-6,855
|
-37%
|
|
|
15
|
Principal Securities
Des Moines,
Iowa
|
$99.7K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$72.6K
|
+$18K
|
+1,134
|
+32%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$61.3K
|
+$6.2K
|
+391
|
+11%
|
|
|
18
|
Creative Financial Designs
Kokomo,
Indiana
|
$53.1K
|
+$53.7K
|
+3,387
|
New
|
|
|
19
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$30K
|
-$46.5K
|
-2,930
|
-61%
|
|
|
20
|
4Thought Financial Group
Syosset,
New York
|
$19.2K
|
+$1.41K
|
+89
|
+8%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.3K
|
+$1.59K
|
+100
|
+42%
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5.01K
|
–
|
–
|
–
|
|
|
23
|
MAI Capital Management
Independence,
Ohio
|
$4
|
–
|
–
|
–
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$3
|
–
|
–
|
–
|
|
|
25
|
Csenge Advisory Group
Clearwater,
Florida
|
–
|
-$540K
|
-33,839
|
Closed
|
|
