|
1
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.07M
|
+$500K
|
+13,888
|
+6%
|
|
|
2
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.54M
|
-$1.7M
|
-47,262
|
-51%
|
|
|
3
|
|
$1.1M
|
-$224K
|
-6,240
|
-16%
|
|
|
4
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$725K
|
+$31.3K
|
+870
|
+4%
|
|
|
5
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$347K
|
+$54.5K
|
+1,514
|
+18%
|
|
|
6
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$285K
|
+$297K
|
+8,246
|
New
|
|
|
7
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$234K
|
-$87.8K
|
-2,440
|
-26%
|
|
|
8
|
SEI Investments
Oaks,
Pennsylvania
|
$230K
|
+$240K
|
+6,674
|
New
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$212K
|
-$9.86K
|
-274
|
-4%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$92K
|
–
|
–
|
–
|
|
|
11
|
Cribstone Capital Management
Augusta,
Maine
|
$70K
|
–
|
–
|
–
|
|
|
12
|
Advisornet Financial
Minnetonka,
Minnesota
|
$32K
|
+$33K
|
+918
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$22K
|
+$23.2K
|
+646
|
New
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$20K
|
–
|
–
|
–
|
|
|
15
|
Geneos Wealth Management
Englewood,
Colorado
|
$20K
|
+$21.6K
|
+600
|
New
|
|
|
16
|
Elmwood Wealth Management
Berkeley,
California
|
$17.3K
|
+$18K
|
+500
|
New
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$8K
|
–
|
–
|
–
|
|
|
18
|
Ironwood Financial
Tucson,
Arizona
|
$1K
|
–
|
–
|
–
|
|
|
19
|
LPL Financial
San Diego,
California
|
–
|
-$224K
|
-6,204
|
Closed
|
|
|
20
|
Gemmer Asset Management
Walnut Creek,
California
|
–
|
-$177K
|
-4,904
|
Closed
|
|
|
21
|
|
–
|
-$1K
|
-18
|
Closed
|
|
