|
1
|
|
$9.81M
|
-$3.78M
|
-50,000
|
-27%
|
|
|
2
|
|
$5.03M
|
+$5.24M
|
+69,270
|
New
|
|
|
3
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$2.56M
|
-$2.45M
|
-32,405
|
-48%
|
|
|
4
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.4M
|
+$574K
|
+7,598
|
+31%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$1.57M
|
+$1.64M
|
+21,639
|
New
|
|
|
6
|
|
$1.51M
|
-$265K
|
-3,507
|
-14%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$796K
|
+$24K
|
+318
|
+3%
|
|
|
8
|
ACT Advisors
Asheville,
North Carolina
|
$643K
|
+$27.8K
|
+368
|
+5%
|
|
|
9
|
D.A. Davidson & Co
Great Falls,
Montana
|
$618K
|
+$643K
|
+8,500
|
New
|
|
|
10
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$568K
|
+$5.07K
|
+67
|
+0.9%
|
|
|
11
|
Flow Traders U.S.
New York
|
$406K
|
+$422K
|
+5,584
|
New
|
|
|
12
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$294K
|
+$306K
|
+4,043
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$285K
|
+$291K
|
+3,854
|
+5,353%
|
|
|
14
|
Mutual Advisors
Omaha,
Nebraska
|
$231K
|
+$241K
|
+3,182
|
New
|
|
|
15
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$160K
|
+$166K
|
+2,200
|
New
|
|
|
16
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$148K
|
+$61.9K
|
+818
|
+67%
|
|
|
17
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$63.5K
|
+$66.1K
|
+874
|
New
|
|
|
18
|
Running Point Capital Advisors
El Segundo,
California
|
$21K
|
+$21.4K
|
+283
|
New
|
|
|
19
|
Bison Wealth
Atlanta,
Georgia
|
$5K
|
+$5.67K
|
+75
|
New
|
|
|
20
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$3K
|
–
|
–
|
–
|
|
