|
51
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$100K
|
–
|
–
|
–
|
|
|
52
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$84K
|
–
|
–
|
–
|
|
|
53
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$56K
|
–
|
–
|
–
|
|
|
54
|
Berman Capital Advisors
Atlanta,
Georgia
|
$52K
|
+$52.8K
|
+3,904
|
New
|
|
|
55
|
Next Financial Group
Houston,
Texas
|
$51K
|
+$51.4K
|
+3,800
|
New
|
|
|
56
|
Caldwell Trust
Venice,
Florida
|
$41.4K
|
–
|
–
|
–
|
|
|
57
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$39K
|
–
|
–
|
–
|
|
|
58
|
Rockefeller Capital Management
New York
|
$34K
|
–
|
–
|
–
|
|
|
59
|
Zions Bancorporation
Salt Lake City,
Utah
|
$28K
|
–
|
–
|
–
|
|
|
60
|
American Portfolios Advisors
Holbrook,
New York
|
$27.6K
|
+$27.8K
|
+2,054
|
New
|
|
|
61
|
Fortis Group Advisors
Westwood,
New Jersey
|
$27K
|
+$27.6K
|
+2,039
|
New
|
|
|
62
|
North Star Investment Management
Chicago,
Illinois
|
$26K
|
–
|
–
|
–
|
|
|
63
|
Geneos Wealth Management
Englewood,
Colorado
|
$23K
|
+$22.5K
|
+1,663
|
+1,630%
|
|
|
64
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$19K
|
–
|
–
|
–
|
|
|
65
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$14K
|
–
|
–
|
–
|
|
|
66
|
Golden State Wealth Management
Santa Ana,
California
|
$14K
|
+$14.3K
|
+1,054
|
New
|
|
|
67
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$11K
|
–
|
–
|
–
|
|
|
68
|
Bartlett & Co
Cincinnati,
Ohio
|
$11K
|
–
|
–
|
–
|
|
|
69
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$10K
|
+$9.63K
|
+712
|
New
|
|
|
70
|
Panagora Asset Management
Boston,
Massachusetts
|
$8K
|
–
|
–
|
–
|
|
|
71
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$7K
|
+$189
|
+14
|
+3%
|
|
|
72
|
Advisornet Financial
Minnetonka,
Minnesota
|
$5K
|
–
|
–
|
–
|
|
|
73
|
Creative Financial Designs
Kokomo,
Indiana
|
$5K
|
–
|
–
|
–
|
|
|
74
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$5K
|
+$162
|
+12
|
+4%
|
|
|
75
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
–
|
-$854K
|
-63,086
|
Closed
|
|
