|
1
|
Old Port Advisors
Portland,
Maine
|
$2.52M
|
+$778K
|
+35,608
|
+50%
|
|
|
2
|
Simon Quick Advisors
Morristown,
New Jersey
|
$1.89M
|
-$25.4K
|
-1,164
|
-1%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$1.76M
|
+$151K
|
+6,930
|
+10%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$1.31M
|
+$14.2K
|
+651
|
+1%
|
|
|
5
|
MML Investors Services
Springfield,
Massachusetts
|
$991K
|
-$3.1K
|
-142
|
-0.3%
|
|
|
6
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$898K
|
+$621K
|
+28,455
|
+289%
|
|
|
7
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$526K
|
+$3.34K
|
+153
|
+0.7%
|
|
|
8
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$391K
|
–
|
–
|
–
|
|
|
9
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$333K
|
+$62.9K
|
+2,880
|
+25%
|
|
|
10
|
Quantinno Capital Management
New York
|
$304K
|
-$15.6K
|
-716
|
-5%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$270K
|
-$14K
|
-641
|
-5%
|
|
|
12
|
WealthShield Partners
Cary,
North Carolina
|
$66.9K
|
–
|
–
|
–
|
|
|
13
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$6.92K
|
–
|
–
|
–
|
|
|
14
|
Rockefeller Capital Management
New York
|
$5.24K
|
+$4.87K
|
+223
|
New
|
|
|
15
|
Bessemer Group
Woodbridge,
New Jersey
|
$1K
|
+$612
|
+28
|
New
|
|
|
16
|
|
$30
|
–
|
–
|
–
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$22
|
–
|
–
|
–
|
|
|
18
|
Wealthspire Advisors (New York)
New York
|
–
|
-$274K
|
-12,633
|
Closed
|
|
|
19
|
Flow Traders U.S.
New York
|
–
|
-$252K
|
-11,602
|
Closed
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$26.1K
|
-1,200
|
Closed
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$22
|
-1
|
Closed
|
|
