|
1
|
Old Port Advisors
Portland,
Maine
|
$3.4M
|
-$20.3K
|
-555
|
-0.6%
|
|
|
2
|
Custom Portfolio Group
Englewood,
Colorado
|
$2.14M
|
+$485K
|
+13,272
|
+27%
|
|
|
3
|
|
$1.52M
|
-$1.1M
|
-30,064
|
-41%
|
|
|
4
|
Scotia Capital
Toronto,
Ontario, Canada
|
$1.33M
|
-$11.1K
|
-303
|
-0.8%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$820K
|
+$92.3K
|
+2,524
|
+12%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$727K
|
+$22.7K
|
+622
|
+3%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$601K
|
-$307K
|
-8,393
|
-33%
|
|
|
8
|
Visionary Horizons
Knoxville,
Tennessee
|
$597K
|
–
|
–
|
–
|
|
|
9
|
Concord Wealth Partners
Abingdon,
Virginia
|
$547K
|
+$102K
|
+2,797
|
+22%
|
|
|
10
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$544K
|
+$115K
|
+3,138
|
+25%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$466K
|
-$50.3K
|
-1,375
|
-9%
|
|
|
12
|
Bourgeon Capital Management
Darien,
Connecticut
|
$449K
|
+$11.3K
|
+310
|
+2%
|
|
|
13
|
Leo Wealth LLC
Hurst,
Texas
|
$419K
|
–
|
–
|
–
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$327K
|
-$9.94K
|
-272
|
-3%
|
|
|
15
|
HC Advisors
Sandy Springs,
Georgia
|
$238K
|
–
|
–
|
–
|
|
|
16
|
LPL Financial
San Diego,
California
|
$229K
|
+$16.3K
|
+445
|
+7%
|
|
|
17
|
|
$181K
|
-$80.4K
|
-2,200
|
-30%
|
|
|
18
|
Advisornet Financial
Minnetonka,
Minnesota
|
$31.6K
|
–
|
–
|
–
|
|
|
19
|
Bogart Wealth LLC
Mclean,
Virginia
|
$29.3K
|
–
|
–
|
–
|
|
|
20
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$24.3K
|
+$25.3K
|
+692
|
New
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$17.6K
|
-$914
|
-25
|
-5%
|
|
|
22
|
WestEnd Advisors
Charlotte,
North Carolina
|
$5.62K
|
–
|
–
|
–
|
|
|
23
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$3.51K
|
–
|
–
|
–
|
|
|
24
|
Barclays
London,
United Kingdom
|
$3.44K
|
–
|
–
|
–
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3K
|
-$1.68K
|
-46
|
-36%
|
|
