|
1
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$6.06M
|
-$64.5K
|
-1,564
|
-1%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$4.46M
|
+$299K
|
+7,244
|
+7%
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.96M
|
+$728K
|
+17,657
|
+59%
|
|
|
4
|
IFP Advisors
Tampa,
Florida
|
$1.48M
|
-$73.2K
|
-1,775
|
-8%
|
|
|
5
|
M Holdings Securities
Portland,
Oregon
|
$1.47M
|
–
|
–
|
–
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.45M
|
-$14.1K
|
-341
|
-1%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.31M
|
+$82.3K
|
+1,995
|
+7%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$893K
|
+$6.23K
|
+151
|
+0.7%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$750K
|
+$280K
|
+6,794
|
+59%
|
|
|
10
|
Richard Bernstein Advisors
New York
|
$715K
|
+$18.7K
|
+453
|
+3%
|
|
|
11
|
Raymond James Trust
St. Petersburg,
Florida
|
$667K
|
-$18.3K
|
-445
|
-3%
|
|
|
12
|
Financial Advocates Investment Management
Olympia,
Washington
|
$631K
|
+$5.32K
|
+129
|
+0.8%
|
|
|
13
|
|
$564K
|
+$412
|
+10
|
+0.1%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$526K
|
+$37.3K
|
+905
|
+8%
|
|
|
15
|
Synovus Financial
Columbus,
Georgia
|
$486K
|
+$2.02K
|
+49
|
+0.4%
|
|
|
16
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$413K
|
+$414K
|
+10,045
|
New
|
|
|
17
|
Opes Wealth Management
Menlo Park,
California
|
$379K
|
–
|
–
|
–
|
|
|
18
|
Spinnaker Trust
Portland,
Maine
|
$366K
|
-$20.5K
|
-498
|
-5%
|
|
|
19
|
|
$345K
|
+$346K
|
+8,391
|
New
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$311K
|
–
|
–
|
–
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$302K
|
-$240K
|
-5,811
|
-44%
|
|
|
22
|
My Legacy Advisors
Bend,
Oregon
|
$285K
|
-$6.23K
|
-151
|
-2%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$253K
|
-$289K
|
-7,000
|
-53%
|
|
|
24
|
Choice Wealth Advisors
Waterville,
Maine
|
$242K
|
–
|
–
|
–
|
|
|
25
|
Institute for Wealth Management
Denver,
Colorado
|
$206K
|
+$207K
|
+5,019
|
New
|
|
