|
1
|
Congress Wealth Management
Boston,
Massachusetts
|
$9.55M
|
+$26.9K
|
+591
|
+0.3%
|
|
|
2
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$7.67M
|
+$7.69M
|
+168,731
|
New
|
|
|
3
|
Aveo Capital Partners
Englewood,
Colorado
|
$6.43M
|
+$1.8M
|
+39,537
|
+39%
|
|
|
4
|
Whitney & Co
Rochester,
New York
|
$5.64M
|
+$5.65M
|
+124,073
|
New
|
|
|
5
|
Cravens & Co Advisors
Cookeville,
Tennessee
|
$5.14M
|
+$5.14M
|
+112,952
|
New
|
|
|
6
|
Landmark Wealth Management (New York)
Melville,
New York
|
$1.98M
|
+$1.98M
|
+43,417
|
New
|
|
|
7
|
Fortress Wealth Management
Culver City,
California
|
$1.93M
|
-$616K
|
-13,529
|
-24%
|
|
|
8
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$1.12M
|
+$1.12M
|
+24,651
|
New
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$582K
|
+$582K
|
+12,786
|
New
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$512K
|
+$513K
|
+11,265
|
New
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$470K
|
+$471K
|
+10,335
|
New
|
|
|
12
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$313K
|
+$314K
|
+6,892
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$247K
|
+$247K
|
+5,430
|
New
|
|
|
14
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$215K
|
-$77.3K
|
-1,696
|
-26%
|
|
|
15
|
Belpointe Asset Management
Reno,
Nevada
|
$100K
|
+$100K
|
+2,202
|
New
|
|
|
16
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$25K
|
+$25.5K
|
+560
|
New
|
|
|
17
|
Barclays
London,
United Kingdom
|
$16.7K
|
-$9.09M
|
-199,633
|
-100%
|
|
|
18
|
|
$15.9K
|
-$9.11M
|
-200,000
|
-100%
|
|
|
19
|
|
$10K
|
-$6.14M
|
-134,785
|
-100%
|
|
|
20
|
Lindbrook Capital
Calabasas,
California
|
$9.32K
|
+$9.34K
|
+205
|
New
|
|
|
21
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$8.87K
|
+$8.88K
|
+195
|
New
|
|
|
22
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$4.55K
|
+$4.55K
|
+100
|
New
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$1.27M
|
-27,140
|
Closed
|
|
|
24
|
Bank of New York Mellon
New York
|
–
|
-$365K
|
-8,000
|
Closed
|
|
|
25
|
Ausdal Financial Partners
Davenport,
Iowa
|
–
|
-$268K
|
-5,872
|
Closed
|
|
