|
51
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$190K
|
+$186K
|
+11,527
|
New
|
|
|
52
|
Claro Advisors
Boston,
Massachusetts
|
$177K
|
–
|
–
|
–
|
|
|
53
|
Essex Financial Services
Essex,
Connecticut
|
$174K
|
–
|
–
|
–
|
|
|
54
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$174K
|
–
|
–
|
–
|
|
|
55
|
|
$149K
|
+$16.1K
|
+1,001
|
+12%
|
|
|
56
|
Fidelity Investments
Boston,
Massachusetts
|
$109K
|
+$39.5K
|
+2,452
|
+59%
|
|
|
57
|
NewEdge Advisors
New Orleans,
Louisiana
|
$69.4K
|
–
|
–
|
–
|
|
|
58
|
IFP Advisors
Tampa,
Florida
|
$59.5K
|
-$1.13K
|
-70
|
-2%
|
|
|
59
|
UBS Group
Zurich,
Switzerland
|
$26.1K
|
–
|
–
|
–
|
|
|
60
|
Wells Fargo
San Francisco,
California
|
$22.7K
|
+$22.1K
|
+1,375
|
+137,500%
|
|
|
61
|
Weaver Capital Management
Suwanee,
Georgia
|
$13.3K
|
–
|
–
|
–
|
|
|
62
|
Harbour Investments
Madison,
Wisconsin
|
$9.64K
|
–
|
–
|
–
|
|
|
63
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$6.11K
|
–
|
–
|
–
|
|
|
64
|
NBC Securities
Birmingham,
Alabama
|
$5.48K
|
–
|
–
|
–
|
|
|
65
|
Pflug Koory
Omaha,
Nebraska
|
$2.12K
|
–
|
–
|
–
|
|
|
66
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.06K
|
+$2.04K
|
+127
|
New
|
|
|
67
|
AssetMark Inc
Concord,
California
|
$1.65K
|
–
|
–
|
–
|
|
|
68
|
SignatureFD
Atlanta,
Georgia
|
$1.19K
|
–
|
–
|
–
|
|
|
69
|
Triumph Capital Management
Denver,
Colorado
|
$808
|
+$145
|
+9
|
+23%
|
|
|
70
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$384
|
+$370
|
+23
|
New
|
|
|
71
|
Mather Group
Chicago,
Illinois
|
$17
|
–
|
–
|
–
|
|
|
72
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
–
|
-$796K
|
-53,934
|
Closed
|
|
|
73
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
–
|
-$57.9K
|
-3,924
|
Closed
|
|
|
74
|
|
–
|
-$23.4K
|
-1,582
|
Closed
|
|
|
75
|
First Command Advisory Services
Fort Worth,
Texas
|
–
|
-$6.8K
|
-461
|
Closed
|
|
