|
1
|
Old Port Advisors
Portland,
Maine
|
$3.06M
|
-$42.6K
|
-1,370
|
-1%
|
|
|
2
|
|
$2.85M
|
+$848K
|
+27,308
|
+48%
|
|
|
3
|
Old Mission Capital
Chicago,
Illinois
|
$1.24M
|
–
|
–
|
–
|
|
|
4
|
Scotia Capital
Toronto,
Ontario, Canada
|
$455K
|
+$36.8K
|
+1,185
|
+10%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$437K
|
-$5.62K
|
-181
|
-1%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$398K
|
+$8.05K
|
+259
|
+2%
|
|
|
7
|
Rockefeller Capital Management
New York
|
$250K
|
–
|
–
|
–
|
|
|
8
|
D.A. Davidson & Co
Great Falls,
Montana
|
$235K
|
-$57.3K
|
-1,844
|
-21%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$224K
|
+$207K
|
+6,654
|
New
|
|
|
10
|
Bourgeon Capital Management
Darien,
Connecticut
|
$176K
|
+$162K
|
+5,230
|
New
|
|
|
11
|
Advisornet Financial
Minnetonka,
Minnesota
|
$30.3K
|
–
|
–
|
–
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$27.6K
|
-$21.6K
|
-694
|
-46%
|
|
|
13
|
Bogart Wealth LLC
Mclean,
Virginia
|
$26.3K
|
+$24.2K
|
+780
|
New
|
|
|
14
|
Destiny Wealth Partners
Tavares,
Florida
|
$14.3K
|
–
|
–
|
–
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$10K
|
-$62
|
-2
|
-0.7%
|
|
|
16
|
Tradition Wealth Management
Edina,
Minnesota
|
$8K
|
+$280
|
+9
|
+4%
|
|
|
17
|
WestEnd Advisors
Charlotte,
North Carolina
|
$6.77K
|
+$342
|
+11
|
+6%
|
|
|
18
|
Global Retirement Partners
San Rafael,
California
|
$4.11K
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4K
|
-$2.45K
|
-79
|
-39%
|
|
|
20
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$3.9K
|
–
|
–
|
–
|
|
|
21
|
Barclays
London,
United Kingdom
|
$3.3K
|
–
|
–
|
–
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$1K
|
+$31
|
+1
|
+4%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
–
|
-$471K
|
-16,186
|
Closed
|
|
|
24
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
–
|
-$13K
|
-442
|
Closed
|
|
