|
1
|
Intact Investment Management
Montreal,
Quebec, Canada
|
$11.4M
|
–
|
–
|
–
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.42M
|
+$2.34M
|
+22,938
|
New
|
|
|
3
|
Roundview Capital
Princeton,
New Jersey
|
$2.18M
|
-$29.4K
|
-288
|
-1%
|
|
|
4
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.15M
|
+$174K
|
+1,708
|
+19%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1.12M
|
+$287K
|
+2,812
|
+36%
|
|
|
6
|
|
$968K
|
+$204K
|
+2,000
|
+28%
|
|
|
7
|
Meridian Investment Counsel
Lafayette,
California
|
$823K
|
+$51K
|
+500
|
+7%
|
|
|
8
|
|
$800K
|
+$94.2K
|
+923
|
+14%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$657K
|
+$152K
|
+1,490
|
+32%
|
|
|
10
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$514K
|
–
|
–
|
–
|
|
|
11
|
LPL Financial
San Diego,
California
|
$427K
|
+$16.3K
|
+160
|
+4%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$372K
|
+$62.8K
|
+615
|
+21%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$220K
|
–
|
–
|
–
|
|
|
14
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$161K
|
–
|
–
|
–
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$145K
|
-$204
|
-2
|
-0.1%
|
|
|
16
|
North Star Investment Management
Chicago,
Illinois
|
$119K
|
–
|
–
|
–
|
|
|
17
|
Parallel Advisors
San Francisco,
California
|
$115K
|
–
|
–
|
–
|
|
|
18
|
Steward Partners Investment Advisory
New York
|
$92.5K
|
+$89.4K
|
+876
|
New
|
|
|
19
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$63.7K
|
–
|
–
|
–
|
|
|
20
|
Webster Bank
Waterbury,
Connecticut
|
$62K
|
–
|
–
|
–
|
|
|
21
|
Covington Capital Management
Los Angeles,
California
|
$60K
|
–
|
–
|
–
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
$33K
|
–
|
–
|
–
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12K
|
–
|
–
|
–
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$10K
|
–
|
–
|
–
|
|
|
25
|
Global Retirement Partners
San Rafael,
California
|
$7K
|
+$7.15K
|
+70
|
New
|
|
