|
1
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$1.39M
|
+$4.74K
|
+115
|
+0.3%
|
|
|
2
|
Raymond James Financial
St Petersburg,
Florida
|
$558K
|
+$556K
|
+13,491
|
New
|
|
|
3
|
|
$493K
|
-$192K
|
-4,672
|
-28%
|
|
|
4
|
|
$480K
|
+$4.16K
|
+101
|
+0.9%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$378K
|
+$22.2K
|
+538
|
+6%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$367K
|
-$207K
|
-5,019
|
-36%
|
|
|
7
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$323K
|
–
|
–
|
–
|
|
|
8
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$300K
|
+$31.1K
|
+754
|
+12%
|
|
|
9
|
Westmount Partners
Los Angeles,
California
|
$237K
|
+$2.88K
|
+70
|
+1%
|
|
|
10
|
Steward Partners Investment Advisory
New York
|
$207K
|
–
|
–
|
–
|
|
|
11
|
Parallel Advisors
San Francisco,
California
|
$111K
|
+$24.8K
|
+602
|
+29%
|
|
|
12
|
CoreCap Advisors
Southfield,
Michigan
|
$55.8K
|
–
|
–
|
–
|
|
|
13
|
Gould Capital
Tacoma,
Washington
|
$48.7K
|
–
|
–
|
–
|
|
|
14
|
Birchwood Financial Partners
Bloomington,
Minnesota
|
$43.4K
|
+$43.2K
|
+1,049
|
New
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$32.4K
|
-$31.9K
|
-775
|
-50%
|
|
|
16
|
CGC Financial Services
Lake Oswego,
Oregon
|
$20K
|
-$7.7K
|
-187
|
-28%
|
|
|
17
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$13.6K
|
–
|
–
|
–
|
|
|
18
|
Advisornet Financial
Minnetonka,
Minnesota
|
$9.89K
|
–
|
–
|
–
|
|
|
19
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$4.44K
|
+$41
|
+1
|
+0.9%
|
|
|
20
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$2.32K
|
–
|
–
|
–
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$497
|
+$494
|
+12
|
New
|
|
|
22
|
|
$49
|
–
|
–
|
–
|
|
|
23
|
Lodestone Wealth Management
Spokane,
Washington
|
$21
|
+$41
|
+1
|
New
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$850K
|
-20,837
|
Closed
|
|
|
25
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
–
|
-$69.8K
|
-1,712
|
Closed
|
|
