|
1
|
Old Port Advisors
Portland,
Maine
|
$3.4M
|
-$95.7K
|
-2,929
|
-3%
|
|
|
2
|
|
$2.56M
|
+$1.42M
|
+43,499
|
+155%
|
|
|
3
|
|
$1.9M
|
+$6.66K
|
+204
|
+0.4%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$1.79M
|
+$453K
|
+13,867
|
+38%
|
|
|
5
|
Custom Portfolio Group
Englewood,
Colorado
|
$1.68M
|
+$1.6M
|
+48,848
|
New
|
|
|
6
|
Scotia Capital
Toronto,
Ontario, Canada
|
$881K
|
+$74.4K
|
+2,277
|
+10%
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$758K
|
–
|
–
|
–
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$680K
|
+$1.27K
|
+39
|
+0.2%
|
|
|
9
|
Visionary Horizons
Knoxville,
Tennessee
|
$608K
|
+$555K
|
+16,995
|
New
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$497K
|
+$3.27K
|
+100
|
+0.7%
|
|
|
11
|
Leo Wealth LLC
Hurst,
Texas
|
$433K
|
+$390K
|
+11,928
|
New
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$311K
|
-$48.4K
|
-1,483
|
-15%
|
|
|
13
|
HC Advisors
Sandy Springs,
Georgia
|
$239K
|
–
|
–
|
–
|
|
|
14
|
|
$224K
|
+$205K
|
+6,262
|
New
|
|
|
15
|
LPL Financial
San Diego,
California
|
$218K
|
+$199K
|
+6,088
|
New
|
|
|
16
|
Bourgeon Capital Management
Darien,
Connecticut
|
$185K
|
+$6.7K
|
+205
|
+4%
|
|
|
17
|
Advisornet Financial
Minnetonka,
Minnesota
|
$32.2K
|
–
|
–
|
–
|
|
|
18
|
Bogart Wealth LLC
Mclean,
Virginia
|
$29.9K
|
+$980
|
+30
|
+4%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$17.9K
|
-$17.1K
|
-524
|
-51%
|
|
|
20
|
Tradition Wealth Management
Edina,
Minnesota
|
$9K
|
+$294
|
+9
|
+4%
|
|
|
21
|
WestEnd Advisors
Charlotte,
North Carolina
|
$5.72K
|
-$1.34K
|
-41
|
-20%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5K
|
+$65
|
+2
|
+2%
|
|
|
23
|
Global Retirement Partners
San Rafael,
California
|
$4.32K
|
–
|
–
|
–
|
|
|
24
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$3.55K
|
–
|
–
|
–
|
|
|
25
|
Barclays
London,
United Kingdom
|
$3.5K
|
–
|
–
|
–
|
|
