|
1
|
|
$1.41M
|
-$89.8K
|
-2,426
|
-6%
|
|
|
2
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$743K
|
+$72.5K
|
+1,958
|
+11%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$650K
|
+$50.9K
|
+1,376
|
+9%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$526K
|
+$33.9K
|
+917
|
+7%
|
|
|
5
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$429K
|
-$9.81K
|
-265
|
-2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$267K
|
+$26K
|
+702
|
+11%
|
|
|
7
|
Appleton Partners
Boston,
Massachusetts
|
$255K
|
–
|
–
|
–
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$175K
|
+$149K
|
+4,035
|
+639%
|
|
|
9
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$130K
|
–
|
–
|
–
|
|
|
10
|
US Bancorp
Minneapolis,
Minnesota
|
$82K
|
–
|
–
|
–
|
|
|
11
|
American Portfolios Advisors
Holbrook,
New York
|
$61.5K
|
–
|
–
|
–
|
|
|
12
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$54K
|
–
|
–
|
–
|
|
|
13
|
Westside Investment Management
Santa Monica,
California
|
$26.6K
|
-$9.25K
|
-250
|
-50%
|
|
|
14
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$19.9K
|
–
|
–
|
–
|
|
|
15
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$6K
|
+$5.55K
|
+150
|
New
|
|
|
16
|
|
$6K
|
+$5.59K
|
+151
|
New
|
|
|
17
|
Southport Capital Management
Chattanooga,
Tennessee
|
$4K
|
+$3.7K
|
+100
|
New
|
|
|
18
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1K
|
+$703
|
+19
|
+317%
|
|
|
19
|
|
–
|
-$894K
|
-25,293
|
Closed
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
–
|
-$262K
|
-7,378
|
Closed
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$27K
|
-769
|
Closed
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
–
|
-$1K
|
-39
|
Closed
|
|
