|
51
|
Comerica Bank
Dallas,
Texas
|
$157K
|
–
|
–
|
–
|
|
|
52
|
Inlight Wealth Management
Atlanta,
Georgia
|
$88.7K
|
–
|
–
|
–
|
|
|
53
|
AssetMark Inc
Concord,
California
|
$60.9K
|
-$83.3M
|
-3,005,518
|
-100%
|
|
|
54
|
Allworth Financial
Folsom,
California
|
$50.6K
|
+$50.4K
|
+1,818
|
New
|
|
|
55
|
Montag & Associates
Atlanta,
Georgia
|
$47.2K
|
–
|
–
|
–
|
|
|
56
|
Creative Financial Designs
Kokomo,
Indiana
|
$28.4K
|
-$38.8K
|
-1,400
|
-58%
|
|
|
57
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10.1K
|
+$10.1K
|
+363
|
New
|
|
|
58
|
Cardiff Park Advisors
Carlsbad,
California
|
$9.04K
|
–
|
–
|
–
|
|
|
59
|
Principal Securities
Des Moines,
Iowa
|
$5.15K
|
-$18.1K
|
-654
|
-78%
|
|
|
60
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$4.67K
|
–
|
–
|
–
|
|
|
61
|
Caldwell Trust
Venice,
Florida
|
$3.48K
|
–
|
–
|
–
|
|
|
62
|
Global Retirement Partners
San Rafael,
California
|
$2.75K
|
-$86.5K
|
-3,118
|
-97%
|
|
|
63
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$2.25K
|
-$6.88K
|
-248
|
-75%
|
|
|
64
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$752
|
–
|
–
|
–
|
|
|
65
|
Farther Finance Advisors
San Francisco,
California
|
$612
|
–
|
–
|
–
|
|
|
66
|
Fidelity Investments
Boston,
Massachusetts
|
$195
|
+$194
|
+7
|
New
|
|
|
67
|
Huntington National Bank
Columbus,
Ohio
|
$56
|
–
|
–
|
–
|
|
|
68
|
Eastern Bank
Boston,
Massachusetts
|
$28
|
–
|
–
|
–
|
|
|
69
|
Beaumont Capital Management
Boston,
Massachusetts
|
–
|
-$3.61M
|
-128,711
|
Closed
|
|
|
70
|
VisionPoint Advisory Group
Dallas,
Texas
|
–
|
-$1.57M
|
-56,091
|
Closed
|
|
|
71
|
|
–
|
-$660K
|
-23,530
|
Closed
|
|
|
72
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$609K
|
-21,684
|
Closed
|
|
|
73
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
–
|
-$586K
|
-20,892
|
Closed
|
|
|
74
|
Ascent Group
Virginia Beach,
Virginia
|
–
|
-$576K
|
-20,530
|
Closed
|
|
|
75
|
HighTower Advisors
Chicago,
Illinois
|
–
|
-$307K
|
-10,950
|
Closed
|
|
