|
51
|
Destination Wealth Management
Walnut Creek,
California
|
$275K
|
+$279K
|
+10,287
|
New
|
|
|
52
|
Martin Capital Partners
Eugene,
Oregon
|
$258K
|
-$5.35K
|
-197
|
-2%
|
|
|
53
|
|
$253K
|
+$37.9K
|
+1,396
|
+17%
|
|
|
54
|
|
$213K
|
+$81
|
+3
|
+0%
|
|
|
55
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$207K
|
+$210K
|
+7,748
|
New
|
|
|
56
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$201K
|
+$204K
|
+7,519
|
New
|
|
|
57
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$184K
|
–
|
–
|
–
|
|
|
58
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$134K
|
-$10.4K
|
-383
|
-7%
|
|
|
59
|
Allworth Financial
Folsom,
California
|
$72.5K
|
–
|
–
|
–
|
|
|
60
|
Creative Financial Designs
Kokomo,
Indiana
|
$27.7K
|
+$136
|
+5
|
+0.5%
|
|
|
61
|
AssetMark Inc
Concord,
California
|
$11.8K
|
+$407
|
+15
|
+4%
|
|
|
62
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.85K
|
+$54
|
+2
|
+0.5%
|
|
|
63
|
Cardiff Park Advisors
Carlsbad,
California
|
$8.69K
|
–
|
–
|
–
|
|
|
64
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$8.41K
|
-$10.9K
|
-403
|
-56%
|
|
|
65
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$8.23K
|
+$8.36K
|
+308
|
New
|
|
|
66
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$4.5K
|
–
|
–
|
–
|
|
|
67
|
Elevated Capital Advisors
Sandy,
Utah
|
$4.24K
|
–
|
–
|
–
|
|
|
68
|
Caldwell Trust
Venice,
Florida
|
$3.34K
|
–
|
–
|
–
|
|
|
69
|
Fidelity Investments
Boston,
Massachusetts
|
$3.01K
|
–
|
–
|
–
|
|
|
70
|
Global Retirement Partners
San Rafael,
California
|
$2.97K
|
+$3.01K
|
+111
|
New
|
|
|
71
|
Farther Finance Advisors
San Francisco,
California
|
$2.11K
|
–
|
–
|
–
|
|
|
72
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$187
|
+$217
|
+8
|
New
|
|
|
73
|
Huntington National Bank
Columbus,
Ohio
|
$54
|
–
|
–
|
–
|
|
|
74
|
Eastern Bank
Boston,
Massachusetts
|
$27
|
–
|
–
|
–
|
|
|
75
|
RMG Wealth Management
Platteville,
Wisconsin
|
–
|
-$76.6M
|
-3,062,058
|
Closed
|
|
