|
26
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$129K
|
+$124K
|
+11,176
|
New
|
|
|
27
|
Creative Financial Designs
Kokomo,
Indiana
|
$119K
|
+$2.86K
|
+259
|
+3%
|
|
|
28
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$106K
|
-$4.43K
|
-401
|
-4%
|
|
|
29
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$102K
|
+$97.6K
|
+8,835
|
New
|
|
|
30
|
Geneos Wealth Management
Englewood,
Colorado
|
$64K
|
+$5.5K
|
+498
|
+11%
|
|
|
31
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$43K
|
+$39.3K
|
+3,556
|
New
|
|
|
32
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$41K
|
+$1.93K
|
+175
|
+5%
|
|
|
33
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$35K
|
–
|
–
|
–
|
|
|
34
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$23K
|
+$22.5K
|
+2,032
|
New
|
|
|
35
|
|
$20K
|
–
|
–
|
–
|
|
|
36
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20K
|
+$2.69K
|
+243
|
+16%
|
|
|
37
|
Bank of America
Charlotte,
North Carolina
|
$17K
|
–
|
–
|
–
|
|
|
38
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$16K
|
–
|
–
|
–
|
|
|
39
|
International Assets Investment Management
Orlando,
Florida
|
$12K
|
+$11.8K
|
+1,067
|
New
|
|
|
40
|
American Portfolios Advisors
Holbrook,
New York
|
$8.7K
|
–
|
–
|
–
|
|
|
41
|
Safeguard Investment Advisory Group
Corona,
California
|
$3K
|
+$3.74K
|
+338
|
New
|
|
|
42
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
|
43
|
Parallel Advisors
San Francisco,
California
|
$1K
|
–
|
–
|
–
|
|
|
44
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$1K
|
–
|
–
|
–
|
|
|
45
|
Rockefeller Capital Management
New York
|
$1K
|
+$1.13K
|
+102
|
New
|
|
|
46
|
Sit Investment Associates
Minneapolis,
Minnesota
|
–
|
-$5.76M
|
-527,915
|
Closed
|
|
|
47
|
Karpus Investment Management
Pittsford,
New York
|
–
|
-$111K
|
-10,196
|
Closed
|
|
|
48
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$22
|
+2
|
New
|
|
|
49
|
Community Bank
Dewitt,
New York
|
–
|
+$177
|
+16
|
New
|
|
