|
1
|
Old Port Advisors
Portland,
Maine
|
$2.11M
|
+$2.11M
|
+50,310
|
New
|
|
|
2
|
|
$1.36M
|
+$68.2K
|
+1,622
|
+5%
|
|
|
3
|
|
$1.13M
|
+$1.17M
|
+27,914
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$988K
|
+$268K
|
+6,382
|
+35%
|
|
|
5
|
LVW Advisors
Pittsford,
New York
|
$880K
|
+$432K
|
+10,274
|
+89%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$242K
|
+$96.2K
|
+2,288
|
+62%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$180K
|
-$6.01K
|
-143
|
-3%
|
|
|
8
|
Lee Financial
Dallas,
Texas
|
$141K
|
+$147K
|
+3,500
|
New
|
|
|
9
|
Private Capital Group
West Hartford,
Connecticut
|
$139K
|
-$62.9K
|
-1,496
|
-30%
|
|
|
10
|
Anchor Investment Management
Columbia,
South Carolina
|
$41.6K
|
–
|
–
|
–
|
|
|
11
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$38K
|
+$6.3K
|
+150
|
+19%
|
|
|
12
|
|
$16K
|
–
|
–
|
–
|
|
|
13
|
Advisor Group
Phoenix,
Arizona
|
$9K
|
–
|
–
|
–
|
|
|
14
|
Regions Financial Corp
Birmingham,
Alabama
|
$8K
|
–
|
–
|
–
|
|
|
15
|
Global Retirement Partners
San Rafael,
California
|
$5K
|
–
|
–
|
–
|
|
|
16
|
Barclays
London,
United Kingdom
|
$4K
|
–
|
–
|
–
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1K
|
+$42
|
+1
|
+7%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
–
|
-$906K
|
-20,651
|
Closed
|
|
|
19
|
Mirae Asset Global Investments
Seoul,
South Korea
|
–
|
-$391K
|
-8,891
|
Closed
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$331K
|
-7,535
|
Closed
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
–
|
-$294K
|
-6,695
|
Closed
|
|
|
22
|
Colony Group
Boston,
Massachusetts
|
–
|
-$228K
|
-5,191
|
Closed
|
|
|
23
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
–
|
-$97K
|
-2,200
|
Closed
|
|
|
24
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
–
|
-$52.4K
|
-1,192
|
Closed
|
|
