|
1
|
Old Port Advisors
Portland,
Maine
|
$3.06M
|
+$474K
|
+19,824
|
+18%
|
|
|
2
|
Simon Quick Advisors
Morristown,
New Jersey
|
$1.94M
|
-$4.64K
|
-194
|
-0.2%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$1.85M
|
+$46.8K
|
+1,956
|
+3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$1.56M
|
+$217K
|
+9,072
|
+16%
|
|
|
5
|
MML Investors Services
Springfield,
Massachusetts
|
$1.07M
|
+$47.8K
|
+2,000
|
+5%
|
|
|
6
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$872K
|
-$50.7K
|
-2,120
|
-6%
|
|
|
7
|
|
$858K
|
+$851K
|
+35,597
|
New
|
|
|
8
|
Lazard Asset Management
New York
|
$752K
|
+$746K
|
+31,215
|
New
|
|
|
9
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$573K
|
+$31.6K
|
+1,320
|
+6%
|
|
|
10
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$402K
|
–
|
–
|
–
|
|
|
11
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$345K
|
+$2.7K
|
+113
|
+0.8%
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$313K
|
+$310K
|
+12,980
|
New
|
|
|
13
|
Quantinno Capital Management
New York
|
$312K
|
–
|
–
|
–
|
|
|
14
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$289K
|
+$287K
|
+12,000
|
New
|
|
|
15
|
Bank of New York Mellon
New York
|
$249K
|
+$247K
|
+10,317
|
New
|
|
|
16
|
WealthShield Partners
Cary,
North Carolina
|
$205K
|
+$135K
|
+5,649
|
+198%
|
|
|
17
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$7.12K
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$4.75K
|
+$4.71K
|
+197
|
New
|
|
|
19
|
Rockefeller Capital Management
New York
|
$2.02K
|
-$3.35K
|
-140
|
-63%
|
|
|
20
|
Bessemer Group
Woodbridge,
New Jersey
|
$1K
|
–
|
–
|
–
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$1
|
-$24
|
-1
|
Closed
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
–
|
-$270K
|
-11,505
|
Closed
|
|
|
23
|
|
–
|
-$30
|
-1
|
Closed
|
|
