|
1
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.22M
|
+$2.14M
|
+79,227
|
New
|
|
|
2
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.05M
|
+$142K
|
+5,250
|
+8%
|
|
|
3
|
Summit Asset Management
Memphis,
Tennessee
|
$1.31M
|
+$1.26M
|
+46,821
|
New
|
|
|
4
|
Harbor Group
Bedford,
New Hampshire
|
$1.13M
|
+$1.09M
|
+40,287
|
New
|
|
|
5
|
NFP Retirement Inc
Aliso Viejo,
California
|
$636K
|
+$612K
|
+22,649
|
New
|
|
|
6
|
WNY Asset Management
Williamsville,
New York
|
$628K
|
+$604K
|
+22,360
|
New
|
|
|
7
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$568K
|
+$551K
|
+20,394
|
New
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$515K
|
+$495K
|
+18,337
|
New
|
|
|
9
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$406K
|
+$390K
|
+14,458
|
New
|
|
|
10
|
Townsend Asset Management
Raleigh,
North Carolina
|
$235K
|
+$226K
|
+8,382
|
New
|
|
|
11
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$230K
|
+$221K
|
+8,186
|
New
|
|
|
12
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$208K
|
+$204K
|
+7,571
|
New
|
|
|
13
|
McCarthy Asset Management
Redwood Shores,
California
|
$100K
|
+$96K
|
+3,554
|
New
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
$28K
|
+$34.9K
|
+1,292
|
New
|
|
|
15
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$10K
|
–
|
–
|
–
|
|
|
16
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$6K
|
+$5.64K
|
+209
|
New
|
|
|
17
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
–
|
-$290K
|
-11,191
|
Closed
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
–
|
-$40K
|
-1,542
|
Closed
|
|
