|
1
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.57M
|
+$246K
|
+7,632
|
+3%
|
|
|
2
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.44M
|
+$1.19M
|
+36,828
|
+48%
|
|
|
3
|
Choate Investment Advisors
Boston,
Massachusetts
|
$2.88M
|
+$3.07M
|
+95,224
|
New
|
|
|
4
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.17M
|
+$2.31M
|
+71,756
|
New
|
|
|
5
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$636K
|
+$15.3K
|
+474
|
+2%
|
|
|
6
|
|
$436K
|
-$1.04M
|
-32,410
|
-69%
|
|
|
7
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$355K
|
+$19.6K
|
+610
|
+5%
|
|
|
8
|
|
$183K
|
+$195K
|
+6,058
|
New
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$141K
|
–
|
–
|
–
|
|
|
10
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$119K
|
–
|
–
|
–
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$82K
|
+$6.44K
|
+200
|
+8%
|
|
|
12
|
Cribstone Capital Management
Augusta,
Maine
|
$62K
|
+$65.7K
|
+2,040
|
New
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$39K
|
–
|
–
|
–
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
$18K
|
–
|
–
|
–
|
|
|
15
|
Elmwood Wealth Management
Berkeley,
California
|
$15K
|
–
|
–
|
–
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$7K
|
–
|
–
|
–
|
|
|
17
|
Ironwood Financial
Tucson,
Arizona
|
$1K
|
–
|
–
|
–
|
|
|
18
|
Fulcrum Capital
Seattle,
Washington
|
–
|
-$1.34M
|
-38,080
|
Closed
|
|
|
19
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
–
|
-$293K
|
-8,346
|
Closed
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
–
|
-$218K
|
-6,230
|
Closed
|
|
|
21
|
SEI Investments
Oaks,
Pennsylvania
|
–
|
-$193K
|
-5,484
|
Closed
|
|
