|
1
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$905K
|
+$165K
|
+4,648
|
+24%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$811K
|
+$68.9K
|
+1,938
|
+10%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$633K
|
+$91.1K
|
+2,562
|
+18%
|
|
|
4
|
|
$537K
|
+$515K
|
+14,469
|
New
|
|
|
5
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$520K
|
+$42.7K
|
+1,201
|
+9%
|
|
|
6
|
Financial Insights
Tacoma,
Washington
|
$352K
|
+$120K
|
+3,378
|
+59%
|
|
|
7
|
Private Portfolio Partners
Paramus,
New Jersey
|
$298K
|
–
|
–
|
–
|
|
|
8
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$274K
|
+$256K
|
+7,200
|
New
|
|
|
9
|
Appleton Partners
Boston,
Massachusetts
|
$252K
|
–
|
–
|
–
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$182K
|
+$9.43K
|
+265
|
+6%
|
|
|
11
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$88K
|
–
|
–
|
–
|
|
|
12
|
US Bancorp
Minneapolis,
Minnesota
|
$81K
|
–
|
–
|
–
|
|
|
13
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$63.9K
|
+$42.3K
|
+1,190
|
+225%
|
|
|
14
|
American Portfolios Advisors
Holbrook,
New York
|
$51.1K
|
+$48.9K
|
+1,376
|
New
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$40K
|
+$23.8K
|
+669
|
New
|
|
|
16
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$23K
|
–
|
–
|
–
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$13K
|
-$213
|
-6
|
-2%
|
|
|
18
|
|
$6K
|
–
|
–
|
–
|
|
|
19
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$2K
|
+$2.56K
|
+72
|
New
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$530K
|
-16,550
|
Closed
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
–
|
-$418K
|
-13,064
|
Closed
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
–
|
-$63K
|
-1,969
|
Closed
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
–
|
+$36
|
+1
|
New
|
|
