|
1
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$5.7M
|
-$2.09M
|
-48,941
|
-25%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$3.88M
|
+$518K
|
+12,145
|
+14%
|
|
|
3
|
IFP Advisors
Tampa,
Florida
|
$1.62M
|
–
|
–
|
–
|
|
|
4
|
M Holdings Securities
Portland,
Oregon
|
$1.37M
|
–
|
–
|
–
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.36M
|
+$6.79K
|
+159
|
+0.4%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.15M
|
+$276K
|
+6,455
|
+27%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.14M
|
-$137K
|
-3,205
|
-10%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$825K
|
+$1.15K
|
+27
|
+0.1%
|
|
|
9
|
Richard Bernstein Advisors
New York
|
$649K
|
+$19.3K
|
+453
|
+3%
|
|
|
10
|
Raymond James Trust
St. Petersburg,
Florida
|
$638K
|
–
|
–
|
–
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$621K
|
+$214K
|
+5,022
|
+45%
|
|
|
12
|
Financial Advocates Investment Management
Olympia,
Washington
|
$582K
|
+$322K
|
+7,553
|
+98%
|
|
|
13
|
|
$525K
|
+$384
|
+9
|
+0.1%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$503K
|
–
|
–
|
–
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$503K
|
+$494K
|
+11,574
|
+731%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$455K
|
+$2.56K
|
+60
|
+0.5%
|
|
|
17
|
Synovus Financial
Columbus,
Georgia
|
$451K
|
-$83.1K
|
-1,946
|
-14%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$438K
|
+$224K
|
+5,249
|
+85%
|
|
|
19
|
Spinnaker Trust
Portland,
Maine
|
$360K
|
-$59.5K
|
-1,393
|
-13%
|
|
|
20
|
55I LLC
Boston,
Massachusetts
|
$355K
|
+$126K
|
+2,942
|
+46%
|
|
|
21
|
Opes Wealth Management
Menlo Park,
California
|
$353K
|
+$4.27K
|
+100
|
+1%
|
|
|
22
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$290K
|
–
|
–
|
–
|
|
|
23
|
My Legacy Advisors
Bend,
Oregon
|
$255K
|
+$11.4K
|
+268
|
+4%
|
|
|
24
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$234K
|
-$1.75K
|
-41
|
-0.7%
|
|
|
25
|
Choice Wealth Advisors
Waterville,
Maine
|
$225K
|
+$251K
|
+5,888
|
New
|
|
