|
1
|
Old Port Advisors
Portland,
Maine
|
$3.29M
|
-$123K
|
-3,288
|
-3%
|
|
|
2
|
Transform Wealth
Greenwood Village,
Colorado
|
$2.37M
|
+$2.48M
|
+66,217
|
New
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.92M
|
-$353K
|
-9,435
|
-15%
|
|
|
4
|
Scotia Capital
Toronto,
Ontario, Canada
|
$1.75M
|
+$62.4K
|
+1,669
|
+4%
|
|
|
5
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$1.2M
|
+$568K
|
+15,197
|
+83%
|
|
|
6
|
Concord Wealth Partners
Abingdon,
Virginia
|
$1.2M
|
+$620K
|
+16,578
|
+97%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$705K
|
+$496K
|
+13,265
|
+207%
|
|
|
8
|
|
$647K
|
+$154K
|
+4,126
|
+30%
|
|
|
9
|
Visionary Horizons
Knoxville,
Tennessee
|
$589K
|
-$20K
|
-535
|
-3%
|
|
|
10
|
Bourgeon Capital Management
Darien,
Connecticut
|
$504K
|
+$27.7K
|
+741
|
+6%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$336K
|
+$2.62K
|
+70
|
+0.8%
|
|
|
12
|
HC Advisors
Sandy Springs,
Georgia
|
$316K
|
+$57K
|
+1,525
|
+21%
|
|
|
13
|
|
$200K
|
-$237K
|
-6,340
|
-53%
|
|
|
14
|
|
$129K
|
-$56.4K
|
-1,507
|
-29%
|
|
|
15
|
Advisornet Financial
Minnetonka,
Minnesota
|
$32.2K
|
–
|
–
|
–
|
|
|
16
|
Bogart Wealth LLC
Mclean,
Virginia
|
$29.9K
|
–
|
–
|
–
|
|
|
17
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$17.9K
|
+$18.7K
|
+500
|
New
|
|
|
18
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$13.7K
|
-$5.2K
|
-139
|
-27%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.24K
|
+$8.6K
|
+230
|
New
|
|
|
20
|
WestEnd Advisors
Charlotte,
North Carolina
|
$5.73K
|
–
|
–
|
–
|
|
|
21
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.76K
|
+$3.93K
|
+105
|
New
|
|
|
22
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$3.58K
|
–
|
–
|
–
|
|
|
23
|
Barclays
London,
United Kingdom
|
$3.51K
|
–
|
–
|
–
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3K
|
–
|
–
|
–
|
|
|
25
|
Harbour Investments
Madison,
Wisconsin
|
$2.4K
|
–
|
–
|
–
|
|
