|
1
|
HM Payson & Co
Portland,
Maine
|
$54.1M
|
+$5.48M
|
+217,629
|
+11%
|
|
|
2
|
Gilbert Capital Group
North Yarmouth,
Maine
|
$4.3M
|
+$4.3M
|
+170,750
|
New
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$3.27M
|
+$100K
|
+3,986
|
+3%
|
|
|
4
|
CGN Advisors
Manhattan,
Kansas
|
$2.99M
|
+$62K
|
+2,463
|
+2%
|
|
|
5
|
SteelPeak Wealth
Woodland Hills,
California
|
$1.16M
|
+$809K
|
+32,117
|
+228%
|
|
|
6
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.03M
|
+$11.1K
|
+441
|
+1%
|
|
|
7
|
Spinnaker Investment Group
Newport Beach,
California
|
$632K
|
+$137K
|
+5,457
|
+28%
|
|
|
8
|
International Assets Investment Management
Orlando,
Florida
|
$178K
|
–
|
–
|
–
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$125K
|
-$15.9K
|
-631
|
-11%
|
|
|
10
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$88.6K
|
+$88.6K
|
+3,518
|
New
|
|
|
11
|
|
$22.5K
|
–
|
–
|
–
|
|
|
12
|
Clearstead Trust
Portland,
Maine
|
$19.3K
|
–
|
–
|
–
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$3.38M
|
-133,707
|
Closed
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
–
|
-$279K
|
-11,046
|
Closed
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
–
|
-$137K
|
-5,427
|
Closed
|
|
|
16
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$47.8K
|
-1,893
|
Closed
|
|
