|
1
|
Simon Quick Advisors
Morristown,
New Jersey
|
$1.78M
|
+$1.7M
|
+81,998
|
New
|
|
|
2
|
Old Port Advisors
Portland,
Maine
|
$1.56M
|
+$1.22M
|
+59,057
|
+464%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$1.48M
|
+$266K
|
+12,836
|
+23%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$1.2M
|
-$81.7K
|
-3,941
|
-7%
|
|
|
5
|
MML Investors Services
Springfield,
Massachusetts
|
$921K
|
+$49.3K
|
+2,378
|
+6%
|
|
|
6
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$484K
|
+$83.3K
|
+4,021
|
+22%
|
|
|
7
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$363K
|
-$21.9K
|
-1,058
|
-6%
|
|
|
8
|
Quantinno Capital Management
New York
|
$297K
|
-$25.2K
|
-1,217
|
-8%
|
|
|
9
|
Wealthspire Advisors (New York)
New York
|
$274K
|
+$262K
|
+12,633
|
New
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$264K
|
+$252K
|
+12,146
|
New
|
|
|
11
|
Flow Traders U.S.
New York
|
$252K
|
+$240K
|
+11,602
|
New
|
|
|
12
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$246K
|
+$235K
|
+11,330
|
New
|
|
|
13
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$214K
|
+$204K
|
+9,848
|
New
|
|
|
14
|
WealthShield Partners
Cary,
North Carolina
|
$62K
|
+$59.2K
|
+2,855
|
New
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$26.1K
|
–
|
–
|
–
|
|
|
16
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$6.4K
|
-$34.3K
|
-1,653
|
-85%
|
|
|
17
|
Huntington National Bank
Columbus,
Ohio
|
$2.58K
|
–
|
–
|
–
|
|
|
18
|
|
$42
|
+$21
|
+1
|
New
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$23
|
–
|
–
|
–
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
$22
|
+$21
|
+1
|
New
|
|
|
21
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$1.89M
|
-97,302
|
Closed
|
|
|
22
|
|
–
|
-$312K
|
-16,042
|
Closed
|
|
|
23
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
–
|
-$1K
|
-68
|
Closed
|
|
