|
1
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$4.25M
|
-$168K
|
-5,834
|
-4%
|
|
|
2
|
|
$4.12M
|
+$71.6K
|
+2,480
|
+2%
|
|
|
3
|
Old Port Advisors
Portland,
Maine
|
$3.63M
|
+$125K
|
+4,330
|
+4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$2.4M
|
+$562K
|
+19,457
|
+33%
|
|
|
5
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$881K
|
-$5.77K
|
-200
|
-0.7%
|
|
|
6
|
Cedar Wealth Management
Walnut Creek,
California
|
$764K
|
+$2.66K
|
+92
|
+0.4%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$589K
|
+$137K
|
+4,738
|
+32%
|
|
|
8
|
|
$481K
|
+$457K
|
+15,823
|
New
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$470K
|
-$29.3K
|
-1,016
|
-6%
|
|
|
10
|
Capital Management
Glen Allen,
Virginia
|
$319K
|
–
|
–
|
–
|
|
|
11
|
Beacon Financial Group
Dallas,
Texas
|
$286K
|
-$8.54K
|
-296
|
-3%
|
|
|
12
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$251K
|
+$239K
|
+8,280
|
New
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$242K
|
+$230K
|
+7,975
|
New
|
|
|
14
|
LPL Financial
San Diego,
California
|
$234K
|
-$124K
|
-4,310
|
-36%
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$234K
|
+$220K
|
+7,626
|
New
|
|
|
16
|
HeadInvest LLC
Portland,
Maine
|
$226K
|
+$215K
|
+7,450
|
New
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$102K
|
+$44.7K
|
+1,550
|
+85%
|
|
|
18
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$100K
|
-$12.9K
|
-448
|
-12%
|
|
|
19
|
Next Financial Group
Houston,
Texas
|
$73K
|
-$8.72K
|
-302
|
-11%
|
|
|
20
|
North Star Investment Management
Chicago,
Illinois
|
$67K
|
–
|
–
|
–
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$50K
|
–
|
–
|
–
|
|
|
22
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$24K
|
–
|
–
|
–
|
|
|
23
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$16K
|
–
|
–
|
–
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$42K
|
-1,507
|
Closed
|
|
