|
1
|
Old Port Advisors
Portland,
Maine
|
$3.18M
|
-$102K
|
-2,809
|
-3%
|
|
|
2
|
Transform Wealth
Greenwood Village,
Colorado
|
$2.09M
|
-$282K
|
-7,796
|
-12%
|
|
|
3
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$2M
|
+$839K
|
+23,195
|
+69%
|
|
|
4
|
Concord Wealth Partners
Abingdon,
Virginia
|
$1.96M
|
+$770K
|
+21,275
|
+63%
|
|
|
5
|
Scotia Capital
Toronto,
Ontario, Canada
|
$1.94M
|
+$200K
|
+5,519
|
+11%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.42M
|
-$509K
|
-14,055
|
-26%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.29M
|
+$594K
|
+16,415
|
+83%
|
|
|
8
|
Visionary Horizons
Knoxville,
Tennessee
|
$531K
|
-$57.2K
|
-1,580
|
-10%
|
|
|
9
|
Bourgeon Capital Management
Darien,
Connecticut
|
$530K
|
+$27.4K
|
+756
|
+5%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$337K
|
+$1.81K
|
+50
|
+0.5%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$206K
|
+$209K
|
+5,776
|
New
|
|
|
12
|
|
$142K
|
+$13.9K
|
+384
|
+11%
|
|
|
13
|
Grove Bank & Trust
Miami,
Florida
|
$35.7K
|
+$36.2K
|
+1,000
|
New
|
|
|
14
|
Advisornet Financial
Minnetonka,
Minnesota
|
$32.1K
|
–
|
–
|
–
|
|
|
15
|
Bogart Wealth LLC
Mclean,
Virginia
|
$29.8K
|
–
|
–
|
–
|
|
|
16
|
Jones Financial Companies
Des Peres,
Missouri
|
$20.1K
|
+$16.5K
|
+457
|
+435%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.21K
|
–
|
–
|
–
|
|
|
18
|
WestEnd Advisors
Charlotte,
North Carolina
|
$5.71K
|
–
|
–
|
–
|
|
|
19
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$4.77K
|
-$9.05K
|
-250
|
-65%
|
|
|
20
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$3.56K
|
–
|
–
|
–
|
|
|
21
|
Barclays
London,
United Kingdom
|
$3.5K
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3K
|
–
|
–
|
–
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.57K
|
+$2.6K
|
+72
|
New
|
|
|
24
|
Harbour Investments
Madison,
Wisconsin
|
$2.39K
|
–
|
–
|
–
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$17
|
–
|
–
|
–
|
|
