|
1
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$4.84M
|
+$460K
|
+14,813
|
+11%
|
|
|
2
|
Old Port Advisors
Portland,
Maine
|
$3.42M
|
-$257K
|
-8,271
|
-7%
|
|
|
3
|
|
$3.36M
|
-$878K
|
-28,281
|
-21%
|
|
|
4
|
|
$3.03M
|
+$2.51M
|
+80,964
|
+512%
|
|
|
5
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$902K
|
-$4.66K
|
-150
|
-0.5%
|
|
|
6
|
Cedar Wealth Management
Walnut Creek,
California
|
$791K
|
+$4.81K
|
+155
|
+0.6%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$605K
|
–
|
–
|
–
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$535K
|
+$50.8K
|
+1,636
|
+11%
|
|
|
9
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$393K
|
+$133K
|
+4,280
|
+52%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$367K
|
+$128K
|
+4,127
|
+54%
|
|
|
11
|
Capital Management
Glen Allen,
Virginia
|
$328K
|
–
|
–
|
–
|
|
|
12
|
Beacon Financial Group
Dallas,
Texas
|
$286K
|
–
|
–
|
–
|
|
|
13
|
HeadInvest LLC
Portland,
Maine
|
$277K
|
+$43.9K
|
+1,415
|
+19%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$250K
|
-$2.2M
|
-70,879
|
-90%
|
|
|
15
|
Southland Equity Partners
Wildwood,
Missouri
|
$231K
|
+$229K
|
+7,387
|
New
|
|
|
16
|
LPL Financial
San Diego,
California
|
$222K
|
-$19.6K
|
-631
|
-8%
|
|
|
17
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$103K
|
–
|
–
|
–
|
|
|
18
|
Next Financial Group
Houston,
Texas
|
$84K
|
+$8.35K
|
+269
|
+11%
|
|
|
19
|
North Star Investment Management
Chicago,
Illinois
|
$69K
|
–
|
–
|
–
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$67K
|
-$38.1K
|
-1,228
|
-37%
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$52K
|
–
|
–
|
–
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$29K
|
+$29K
|
+935
|
New
|
|
|
23
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$25K
|
–
|
–
|
–
|
|
|
24
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$24K
|
+$23.6K
|
+761
|
New
|
|
|
25
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$17K
|
–
|
–
|
–
|
|
