|
51
|
RMR Wealth Builders
Montclair,
New Jersey
|
$251K
|
+$233K
|
+2,931
|
New
|
|
|
52
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$243K
|
+$226K
|
+2,836
|
New
|
|
|
53
|
Asset Dedication LLC
San Francisco,
California
|
$218K
|
-$16.4K
|
-206
|
-7%
|
|
|
54
|
Osaic Holdings
Scottsdale,
Arizona
|
$162K
|
+$74.8K
|
+939
|
+99%
|
|
|
55
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$153K
|
+$128K
|
+1,612
|
+901%
|
|
|
56
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$95.4K
|
+$88.7K
|
+1,114
|
New
|
|
|
57
|
Bogart Wealth LLC
Mclean,
Virginia
|
$59.8K
|
+$319
|
+4
|
+0.6%
|
|
|
58
|
Advisornet Financial
Minnetonka,
Minnesota
|
$51.4K
|
+$1.59K
|
+20
|
+3%
|
|
|
59
|
Eastern Bank
Boston,
Massachusetts
|
$25.9K
|
+$717
|
+9
|
+3%
|
|
|
60
|
Kingdom Financial Group
Peoria,
Arizona
|
$23.3K
|
+$7.41K
|
+93
|
+52%
|
|
|
61
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$21.7K
|
–
|
–
|
–
|
|
|
62
|
Steward Partners Investment Advisory
New York
|
$20.6K
|
+$19.1K
|
+240
|
New
|
|
|
63
|
JDM Financial Group
Austin,
Texas
|
$17.3K
|
–
|
–
|
–
|
|
|
64
|
CVA Family Office
Denver,
Colorado
|
$17.1K
|
–
|
–
|
–
|
|
|
65
|
Fidelity Investments
Boston,
Massachusetts
|
$14.8K
|
-$37.2K
|
-467
|
-73%
|
|
|
66
|
UBS Group
Zurich,
Switzerland
|
$13.4K
|
+$12.5K
|
+157
|
New
|
|
|
67
|
|
$6.94K
|
+$6.45K
|
+81
|
New
|
|
|
68
|
Kings Path Partners
Sugar Land,
Texas
|
$6.17K
|
+$159
|
+2
|
+3%
|
|
|
69
|
Harbour Investments
Madison,
Wisconsin
|
$3K
|
–
|
–
|
–
|
|
|
70
|
Signature Resources Capital Management
Newport Beach,
California
|
$2.48K
|
–
|
–
|
–
|
|
|
71
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$1.54K
|
+$1.43K
|
+18
|
New
|
|
|
72
|
Wells Fargo
San Francisco,
California
|
$1.11K
|
+$1.04K
|
+13
|
New
|
|
|
73
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
–
|
-$5.08M
|
-75,124
|
Closed
|
|
|
74
|
Quantum Financial Advisors
El Segundo,
California
|
–
|
-$1.12M
|
-16,503
|
Closed
|
|
|
75
|
MAI Capital Management
Independence,
Ohio
|
–
|
-$29.4K
|
-435
|
Closed
|
|
