|
1
|
Old Port Advisors
Portland,
Maine
|
$2.33M
|
+$140K
|
+3,952
|
+7%
|
|
|
2
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.15M
|
+$1.08M
|
+30,411
|
New
|
|
|
3
|
|
$824K
|
+$42.8K
|
+1,206
|
+6%
|
|
|
4
|
Leo Brokerage
Hurst,
Texas
|
$511K
|
-$68.4K
|
-1,928
|
-13%
|
|
|
5
|
|
$497K
|
+$15.4K
|
+433
|
+3%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$380K
|
+$61.8K
|
+1,742
|
+21%
|
|
|
7
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$257K
|
+$231K
|
+6,500
|
New
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$171K
|
+$12.2K
|
+345
|
+8%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$125K
|
+$355
|
+10
|
+0.3%
|
|
|
10
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$44K
|
–
|
–
|
–
|
|
|
11
|
Private Capital Group
West Hartford,
Connecticut
|
$40K
|
-$15.1K
|
-426
|
-29%
|
|
|
12
|
Anchor Investment Management
Columbia,
South Carolina
|
$39.1K
|
–
|
–
|
–
|
|
|
13
|
Advisornet Financial
Minnetonka,
Minnesota
|
$34K
|
+$31.9K
|
+900
|
New
|
|
|
14
|
|
$10K
|
–
|
–
|
–
|
|
|
15
|
Tradition Wealth Management
Edina,
Minnesota
|
$7K
|
+$6.92K
|
+195
|
New
|
|
|
16
|
Barclays
London,
United Kingdom
|
$4K
|
–
|
–
|
–
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$1K
|
–
|
–
|
–
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
–
|
-$382K
|
-11,765
|
Closed
|
|
|
19
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
–
|
-$21K
|
-660
|
Closed
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$6K
|
-170
|
Closed
|
|
|
21
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
–
|
-$4K
|
-125
|
Closed
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
–
|
-$35
|
-1
|
-50%
|
|
