|
1
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$5.84M
|
+$5.45M
|
+226,760
|
New
|
|
|
2
|
|
$3.49M
|
-$707K
|
-29,427
|
-18%
|
|
|
3
|
Old Port Advisors
Portland,
Maine
|
$2.87M
|
+$18.4K
|
+765
|
+0.7%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$1.34M
|
+$215K
|
+8,970
|
+21%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$861K
|
-$898K
|
-37,404
|
-53%
|
|
|
6
|
|
$724K
|
-$293K
|
-12,213
|
-30%
|
|
|
7
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$695K
|
-$565K
|
-23,513
|
-47%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$525K
|
+$139K
|
+5,783
|
+40%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$356K
|
+$332K
|
+13,813
|
New
|
|
|
10
|
Cedar Wealth Management
Walnut Creek,
California
|
$320K
|
+$299K
|
+12,450
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$308K
|
-$32.4K
|
-1,349
|
-10%
|
|
|
12
|
Capital Management
Glen Allen,
Virginia
|
$270K
|
-$78.5K
|
-3,270
|
-24%
|
|
|
13
|
Beacon Financial Group
Dallas,
Texas
|
$241K
|
-$16.7K
|
-694
|
-7%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$238K
|
+$222K
|
+9,239
|
New
|
|
|
15
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$96.7K
|
-$8.98K
|
-374
|
-9%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$90K
|
+$84.4K
|
+3,515
|
New
|
|
|
17
|
North Star Investment Management
Chicago,
Illinois
|
$57K
|
–
|
–
|
–
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$39K
|
+$36.2K
|
+1,507
|
New
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$33K
|
+$19.5K
|
+810
|
+180%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$32K
|
-$1.66K
|
-69
|
-5%
|
|
|
21
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$14K
|
–
|
–
|
–
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$13K
|
-$27.4K
|
-1,139
|
-70%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
–
|
-$647K
|
-29,582
|
Closed
|
|
|
24
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
–
|
-$95K
|
-4,500
|
Closed
|
|
|
25
|
Golden State Wealth Management
Santa Ana,
California
|
–
|
-$67K
|
-3,075
|
Closed
|
|
