|
1
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$15.9M
|
-$2.9M
|
-130,000
|
-15%
|
|
|
2
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
$11M
|
+$1.61M
|
+72,344
|
+17%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$4.08M
|
+$347K
|
+15,577
|
+9%
|
|
|
4
|
Robbins Farley
Bedford,
New Hampshire
|
$2.43M
|
+$63.5K
|
+2,852
|
+3%
|
|
|
5
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.01M
|
+$2M
|
+89,900
|
New
|
|
|
6
|
Atria Investments
Charlotte,
North Carolina
|
$1.97M
|
+$93.1K
|
+4,179
|
+5%
|
|
|
7
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.94M
|
+$1.98M
|
+88,667
|
New
|
|
|
8
|
3EDGE Asset Management
Naples,
Florida
|
$1.16M
|
+$25.2K
|
+1,132
|
+2%
|
|
|
9
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$1.08M
|
+$57K
|
+2,559
|
+6%
|
|
|
10
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$766K
|
+$763K
|
+34,250
|
New
|
|
|
11
|
|
$701K
|
+$243K
|
+10,912
|
+53%
|
|
|
12
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$384K
|
+$21.4K
|
+961
|
+6%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$342K
|
+$74.1K
|
+3,324
|
+28%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$315K
|
+$6.73K
|
+302
|
+2%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$247K
|
-$1.74K
|
-78
|
-0.7%
|
|
|
16
|
Empire Financial Management Company
New York
|
$203K
|
-$16.2K
|
-725
|
-7%
|
|
|
17
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$119K
|
+$55.7K
|
+2,500
|
+89%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$79K
|
+$78.9K
|
+3,543
|
New
|
|
|
19
|
Harbour Investments
Madison,
Wisconsin
|
$40.7K
|
+$4.46K
|
+200
|
+12%
|
|
|
20
|
Fortitude Family Office
Scottsdale,
Arizona
|
$27.5K
|
-$1.74K
|
-78
|
-6%
|
|
|
21
|
International Assets Investment Management
Orlando,
Florida
|
$6.71K
|
+$6.68K
|
+300
|
New
|
|
|
22
|
Advisornet Financial
Minnetonka,
Minnesota
|
$5.86K
|
–
|
–
|
–
|
|
|
23
|
|
$23
|
+$22
|
+1
|
New
|
|
|
24
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
–
|
-$202K
|
-8,984
|
Closed
|
|
|
25
|
|
–
|
-$719
|
-32
|
Closed
|
|
