|
1
|
|
$12M
|
+$1.41M
|
+18,502
|
+14%
|
|
|
2
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.55M
|
+$19.8K
|
+260
|
+0.8%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$1.69M
|
-$1.22K
|
-16
|
-0.1%
|
|
|
4
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.62M
|
-$1.11M
|
-14,565
|
-41%
|
|
|
5
|
|
$1.46M
|
-$155K
|
-2,033
|
-10%
|
|
|
6
|
Flow Traders U.S.
New York
|
$1.32M
|
+$860K
|
+11,312
|
+203%
|
|
|
7
|
|
$1.13M
|
-$4.17M
|
-54,808
|
-79%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$882K
|
+$24.3K
|
+319
|
+3%
|
|
|
9
|
D.A. Davidson & Co
Great Falls,
Montana
|
$665K
|
–
|
–
|
–
|
|
|
10
|
ACT Advisors
Asheville,
North Carolina
|
$636K
|
-$13.4K
|
-176
|
-2%
|
|
|
11
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$613K
|
+$1.9K
|
+25
|
+0.3%
|
|
|
12
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$330K
|
+$166K
|
+2,178
|
+106%
|
|
|
13
|
Mutual Advisors
Omaha,
Nebraska
|
$319K
|
+$68.8K
|
+904
|
+28%
|
|
|
14
|
Bison Wealth
Atlanta,
Georgia
|
$302K
|
+$288K
|
+3,790
|
+5,053%
|
|
|
15
|
Cedar Wealth Management
Walnut Creek,
California
|
$276K
|
+$269K
|
+3,534
|
New
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$218K
|
+$212K
|
+2,793
|
New
|
|
|
17
|
Running Point Capital Advisors
El Segundo,
California
|
$59K
|
+$35.9K
|
+472
|
+167%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15K
|
-$284K
|
-3,737
|
-95%
|
|
|
19
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$3K
|
–
|
–
|
–
|
|
|
20
|
Advisornet Financial
Minnetonka,
Minnesota
|
$2K
|
+$2.28K
|
+30
|
New
|
|
|
21
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
–
|
-$294K
|
-4,043
|
Closed
|
|
|
22
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
–
|
-$160K
|
-2,200
|
Closed
|
|
|
23
|
Atlas Capital Advisors
Jackson,
Wyoming
|
–
|
-$63.5K
|
-874
|
Closed
|
|
