|
1
|
Intact Investment Management
Montreal,
Quebec, Canada
|
$8.25M
|
–
|
–
|
–
|
|
|
2
|
First Allied Advisory Services
San Diego,
California
|
$1.77M
|
+$1.89M
|
+23,505
|
New
|
|
|
3
|
Roundview Capital
Princeton,
New Jersey
|
$1.63M
|
-$9.24K
|
-115
|
-0.5%
|
|
|
4
|
|
$1.59M
|
-$43.5K
|
-541
|
-3%
|
|
|
5
|
|
$1.2M
|
-$1.63M
|
-20,248
|
-56%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$919K
|
+$165K
|
+2,056
|
+20%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$791K
|
+$247K
|
+3,073
|
+41%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$789K
|
-$1.01M
|
-12,600
|
-55%
|
|
|
9
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$608K
|
+$322
|
+4
|
+0%
|
|
|
10
|
Meridian Investment Counsel
Lafayette,
California
|
$556K
|
–
|
–
|
–
|
|
|
11
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$497K
|
–
|
–
|
–
|
|
|
12
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$483K
|
+$514K
|
+6,397
|
New
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$433K
|
+$24.8K
|
+309
|
+6%
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$181K
|
+$25.1K
|
+312
|
+15%
|
|
|
15
|
Webster Bank
Waterbury,
Connecticut
|
$172K
|
–
|
–
|
–
|
|
|
16
|
IFP Advisors
Tampa,
Florida
|
$155K
|
-$13.3K
|
-166
|
-7%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$110K
|
-$4.02K
|
-50
|
-3%
|
|
|
18
|
Schroder Investment Management Group
London,
United Kingdom
|
$90K
|
–
|
–
|
–
|
|
|
19
|
North Star Investment Management
Chicago,
Illinois
|
$85K
|
–
|
–
|
–
|
|
|
20
|
Parallel Advisors
San Francisco,
California
|
$81K
|
–
|
–
|
–
|
|
|
21
|
Covington Capital Management
Los Angeles,
California
|
$74K
|
-$13.3K
|
-165
|
-14%
|
|
|
22
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$58.7K
|
–
|
–
|
–
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$49K
|
-$19K
|
-236
|
-27%
|
|
|
24
|
Fidelity Investments
Boston,
Massachusetts
|
$24K
|
+$2.57K
|
+32
|
+11%
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12K
|
+$13.3K
|
+165
|
New
|
|
