|
1
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
$12.3M
|
+$619K
|
+26,827
|
+5%
|
|
|
2
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$9.69M
|
-$4.85M
|
-210,001
|
-33%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$3.85M
|
+$329K
|
+14,279
|
+9%
|
|
|
4
|
Robbins Farley
Bedford,
New Hampshire
|
$2.64M
|
+$86.8K
|
+3,760
|
+3%
|
|
|
5
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$2.28M
|
+$106K
|
+4,574
|
+5%
|
|
|
6
|
Atria Investments
Charlotte,
North Carolina
|
$2.17M
|
+$108K
|
+4,676
|
+5%
|
|
|
7
|
Zacks Investment Management
Chicago,
Illinois
|
$2.02M
|
-$75K
|
-3,249
|
-4%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.81M
|
-$322K
|
-13,950
|
-15%
|
|
|
9
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$1.17M
|
+$55.8K
|
+2,419
|
+5%
|
|
|
10
|
3EDGE Asset Management
Naples,
Florida
|
$1.14M
|
-$19.2K
|
-831
|
-2%
|
|
|
11
|
Rockefeller Capital Management
New York
|
$942K
|
+$965K
|
+41,800
|
New
|
|
|
12
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$806K
|
+$21.2K
|
+919
|
+3%
|
|
|
13
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$452K
|
+$29.5K
|
+1,279
|
+7%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$444K
|
+$91.3K
|
+3,957
|
+25%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$398K
|
-$6.76K
|
-293
|
-2%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$249K
|
+$600
|
+26
|
+0.2%
|
|
|
17
|
|
$223K
|
-$261K
|
-11,291
|
-53%
|
|
|
18
|
Empire Financial Management Company
New York
|
$216K
|
–
|
–
|
–
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$124K
|
+$10.1K
|
+438
|
+9%
|
|
|
20
|
Farther Finance Advisors
San Francisco,
California
|
$111K
|
–
|
–
|
–
|
|
|
21
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$87K
|
–
|
–
|
–
|
|
|
22
|
|
$66K
|
+$58.8K
|
+2,548
|
+669%
|
|
|
23
|
Harbour Investments
Madison,
Wisconsin
|
$41K
|
–
|
–
|
–
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$22.7K
|
+$23.2K
|
+1,007
|
New
|
|
|
25
|
Advisornet Financial
Minnetonka,
Minnesota
|
–
|
-$6.09K
|
-262
|
Closed
|
|
