|
1
|
Beacon Financial Group
Dallas,
Texas
|
$9.81M
|
+$147K
|
+5,597
|
+2%
|
|
|
2
|
|
$4.82M
|
+$3.69K
|
+140
|
+0.1%
|
|
|
3
|
Old Port Advisors
Portland,
Maine
|
$3.06M
|
+$130K
|
+4,941
|
+5%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.92M
|
+$513K
|
+19,479
|
+23%
|
|
|
5
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.41M
|
+$1.33M
|
+50,595
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1.09M
|
+$904K
|
+34,354
|
+734%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$986K
|
–
|
–
|
–
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$819K
|
+$772K
|
+29,326
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$439K
|
+$5.76K
|
+219
|
+1%
|
|
|
10
|
Capital Management
Glen Allen,
Virginia
|
$384K
|
–
|
–
|
–
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$289K
|
+$16.1K
|
+610
|
+6%
|
|
|
12
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$115K
|
-$13.7K
|
-519
|
-11%
|
|
|
13
|
North Star Investment Management
Chicago,
Illinois
|
$78K
|
–
|
–
|
–
|
|
|
14
|
Advisor Group
Phoenix,
Arizona
|
$40K
|
-$263
|
-10
|
-0.7%
|
|
|
15
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$23K
|
+$21.4K
|
+814
|
New
|
|
|
16
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$15K
|
–
|
–
|
–
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$4K
|
–
|
–
|
–
|
|
|
18
|
Norway Savings Bank
Portland,
Maine
|
$4K
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$2K
|
-$10.1K
|
-383
|
-86%
|
|
|
20
|
Ironwood Financial
Tucson,
Arizona
|
$1K
|
-$5.92K
|
-225
|
-87%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$598K
|
-23,779
|
Closed
|
|
|
22
|
Flow Traders U.S.
New York
|
–
|
-$282K
|
-11,200
|
Closed
|
|
|
23
|
Golden State Wealth Management
Santa Ana,
California
|
–
|
-$89K
|
-3,525
|
Closed
|
|
