|
1
|
L.J. Altfest & Co
New York
|
$52.8M
|
-$815K
|
-16,212
|
-2%
|
|
|
2
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$29M
|
+$1.5M
|
+29,809
|
+6%
|
|
|
3
|
Geneos Wealth Management
Englewood,
Colorado
|
$5.28M
|
+$592K
|
+11,787
|
+15%
|
|
|
4
|
Choate Investment Advisors
Boston,
Massachusetts
|
$4.73M
|
+$4.11M
|
+81,742
|
New
|
|
|
5
|
New Insight Wealth Advisors
San Ramon,
California
|
$4.01M
|
+$1.35M
|
+26,818
|
+63%
|
|
|
6
|
Old Mission Capital
Chicago,
Illinois
|
$3.88M
|
+$1.1M
|
+21,812
|
+48%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.47M
|
+$61.7K
|
+1,227
|
+2%
|
|
|
8
|
J.E. Simmons & Co
Dallas,
Texas
|
$2M
|
-$41.3K
|
-822
|
-2%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$1.87M
|
-$328K
|
-6,536
|
-17%
|
|
|
10
|
|
$1.78M
|
-$532K
|
-10,588
|
-26%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$1.66M
|
+$1.44M
|
+28,689
|
New
|
|
|
12
|
Matisse Capital
Portland,
Oregon
|
$1.07M
|
+$204K
|
+4,058
|
+28%
|
|
|
13
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$766K
|
–
|
–
|
–
|
|
|
14
|
Quantify Chaos Advisors
Brooklyn,
New York
|
$517K
|
+$2.46K
|
+49
|
+0.6%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$478K
|
+$416K
|
+8,268
|
New
|
|
|
16
|
Astoria Portfolio Advisors
New York
|
$454K
|
+$394K
|
+7,845
|
New
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$382K
|
+$332K
|
+6,599
|
New
|
|
|
18
|
Harbour Investments
Madison,
Wisconsin
|
$299K
|
-$11K
|
-219
|
-4%
|
|
|
19
|
Farther Finance Advisors
San Francisco,
California
|
$287K
|
+$249K
|
+4,958
|
New
|
|
|
20
|
Goelzer Investment Management
Carmel,
Indiana
|
$282K
|
+$245K
|
+4,884
|
New
|
|
|
21
|
Lido Advisors
Los Angeles,
California
|
$235K
|
+$204K
|
+4,055
|
New
|
|
|
22
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$221K
|
+$192K
|
+3,825
|
New
|
|
|
23
|
Mercer Global Advisors
Denver,
Colorado
|
$205K
|
+$178K
|
+3,545
|
New
|
|
|
24
|
Sankala Group
Lyons,
Colorado
|
$86.2K
|
-$27.5K
|
-547
|
-24%
|
|
|
25
|
Triumph Capital Management
Denver,
Colorado
|
$47K
|
+$40.9K
|
+813
|
New
|
|
