|
1
|
Old Port Advisors
Portland,
Maine
|
$2.67M
|
-$715K
|
-19,571
|
-22%
|
|
|
2
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$2.39M
|
+$195K
|
+5,337
|
+9%
|
|
|
3
|
Concord Wealth Partners
Abingdon,
Virginia
|
$2.39M
|
+$265K
|
+7,257
|
+13%
|
|
|
4
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$2.22M
|
+$2.1M
|
+57,576
|
New
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.63M
|
+$225K
|
+6,150
|
+17%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.42M
|
-$97.9K
|
-2,680
|
-7%
|
|
|
7
|
Scotia Capital
Toronto,
Ontario, Canada
|
$1.38M
|
-$679K
|
-18,576
|
-34%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$751K
|
+$713K
|
+19,520
|
New
|
|
|
9
|
|
$661K
|
+$628K
|
+17,188
|
New
|
|
|
10
|
Bourgeon Capital Management
Darien,
Connecticut
|
$593K
|
+$21.2K
|
+580
|
+4%
|
|
|
11
|
Visionary Horizons
Knoxville,
Tennessee
|
$555K
|
-$16.8K
|
-460
|
-3%
|
|
|
12
|
Leo Wealth LLC
Hurst,
Texas
|
$457K
|
+$434K
|
+11,870
|
New
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$366K
|
+$3.22K
|
+88
|
+0.9%
|
|
|
14
|
HC Advisors
Sandy Springs,
Georgia
|
$268K
|
+$255K
|
+6,968
|
New
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$214K
|
-$7.64K
|
-209
|
-4%
|
|
|
16
|
Jones Financial Companies
Des Peres,
Missouri
|
$48.6K
|
+$25.7K
|
+703
|
+125%
|
|
|
17
|
|
$46.9K
|
-$101K
|
-2,767
|
-69%
|
|
|
18
|
Grove Bank & Trust
Miami,
Florida
|
$38.5K
|
–
|
–
|
–
|
|
|
19
|
Advisornet Financial
Minnetonka,
Minnesota
|
$34.6K
|
–
|
–
|
–
|
|
|
20
|
Bogart Wealth LLC
Mclean,
Virginia
|
$32.1K
|
–
|
–
|
–
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$16.5K
|
+$15.6K
|
+428
|
New
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.6K
|
+$5.48K
|
+150
|
+65%
|
|
|
23
|
Farther Finance Advisors
San Francisco,
California
|
$9.35K
|
+$8.88K
|
+243
|
New
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7K
|
+$3.58K
|
+98
|
+120%
|
|
|
25
|
WestEnd Advisors
Charlotte,
North Carolina
|
$6.16K
|
–
|
–
|
–
|
|
