|
1
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.53M
|
+$321K
|
+9,178
|
+4%
|
|
|
2
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.7M
|
+$1.14M
|
+32,498
|
+73%
|
|
|
3
|
|
$1.64M
|
+$525K
|
+15,014
|
+47%
|
|
|
4
|
Fulcrum Capital
Seattle,
Washington
|
$1.34M
|
+$1.33M
|
+38,080
|
New
|
|
|
5
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$723K
|
-$14K
|
-400
|
-2%
|
|
|
6
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$392K
|
+$39.3K
|
+1,124
|
+11%
|
|
|
7
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$293K
|
+$3.5K
|
+100
|
+1%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$218K
|
+$3.42K
|
+98
|
+2%
|
|
|
9
|
SEI Investments
Oaks,
Pennsylvania
|
$193K
|
-$41.6K
|
-1,190
|
-18%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$164K
|
+$164K
|
+4,684
|
New
|
|
|
11
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$139K
|
-$98.6K
|
-2,820
|
-42%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$88K
|
-$5.24K
|
-150
|
-6%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$47K
|
+$24.5K
|
+702
|
+117%
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
$21K
|
–
|
–
|
–
|
|
|
15
|
Elmwood Wealth Management
Berkeley,
California
|
$17.6K
|
–
|
–
|
–
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$8K
|
–
|
–
|
–
|
|
|
17
|
Ironwood Financial
Tucson,
Arizona
|
$1K
|
–
|
–
|
–
|
|
|
18
|
Cribstone Capital Management
Augusta,
Maine
|
–
|
-$70K
|
-2,040
|
Closed
|
|
|
19
|
Advisornet Financial
Minnetonka,
Minnesota
|
–
|
-$32K
|
-918
|
Closed
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
–
|
-$22K
|
-646
|
Closed
|
|
