|
1
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$1.12M
|
-$118K
|
-3,255
|
-9%
|
|
|
2
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$272K
|
+$1.52K
|
+42
|
+0.5%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$258K
|
-$19K
|
-524
|
-7%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$211K
|
+$209K
|
+5,764
|
+3,018%
|
|
|
5
|
Westmount Partners
Los Angeles,
California
|
$200K
|
–
|
–
|
–
|
|
|
6
|
Steward Partners Investment Advisory
New York
|
$177K
|
–
|
–
|
–
|
|
|
7
|
Parallel Advisors
San Francisco,
California
|
$73.9K
|
-$798
|
-22
|
-1%
|
|
|
8
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
$60.6K
|
–
|
–
|
–
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$56.1K
|
+$57.6K
|
+1,587
|
New
|
|
|
10
|
CoreCap Advisors
Southfield,
Michigan
|
$45.1K
|
+$2.61K
|
+72
|
+6%
|
|
|
11
|
Gould Capital
Tacoma,
Washington
|
$35.7K
|
–
|
–
|
–
|
|
|
12
|
Coldstream Capital Management
Bellevue,
Washington
|
$30.9K
|
+$31.6K
|
+872
|
New
|
|
|
13
|
|
$27.2K
|
-$151K
|
-4,170
|
-84%
|
|
|
14
|
CGC Financial Services
Lake Oswego,
Oregon
|
$24K
|
–
|
–
|
–
|
|
|
15
|
Advisornet Financial
Minnetonka,
Minnesota
|
$8.46K
|
–
|
–
|
–
|
|
|
16
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$2.46K
|
+$2.5K
|
+69
|
New
|
|
|
17
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$1.84K
|
+$73
|
+2
|
+4%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
–
|
-$454K
|
-12,708
|
Closed
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
–
|
-$213K
|
-5,950
|
Closed
|
|
|
20
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$210K
|
-5,877
|
Closed
|
|
