|
51
|
Elmwood Wealth Management
Berkeley,
California
|
$20.1K
|
+$21.4K
|
+400
|
New
|
|
|
52
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$19K
|
+$18.5K
|
+346
|
+11,533%
|
|
|
53
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$16K
|
–
|
–
|
–
|
|
|
54
|
Fidelity Investments
Boston,
Massachusetts
|
$13K
|
-$85.4K
|
-1,594
|
-87%
|
|
|
55
|
Rockefeller Capital Management
New York
|
$7K
|
-$4.5K
|
-84
|
-39%
|
|
|
56
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
57
|
AssetMark Inc
Concord,
California
|
$4K
|
+$4.12K
|
+77
|
New
|
|
|
58
|
Tompkins Financial
Ithaca,
New York
|
$3K
|
+$2.68K
|
+50
|
New
|
|
|
59
|
William Blair & Company
Chicago,
Illinois
|
$2K
|
+$1.82K
|
+34
|
New
|
|
|
60
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$1.72K
|
–
|
–
|
–
|
|
|
61
|
Lenox Wealth Advisors
New York
|
$1K
|
–
|
–
|
–
|
|
|
62
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1K
|
+$1.23K
|
+23
|
New
|
|
|
63
|
Charles Schwab Investment Advisory
San Francisco,
California
|
–
|
-$32.8M
|
-620,704
|
Closed
|
|
|
64
|
WESPAC Advisors
Orinda,
California
|
–
|
-$2M
|
-37,921
|
Closed
|
|
|
65
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
–
|
-$703K
|
-13,320
|
Closed
|
|
|
66
|
Brown Brothers Harriman & Co
New York
|
–
|
-$583K
|
-11,042
|
Closed
|
|
|
67
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
–
|
-$209K
|
-3,964
|
Closed
|
|
|
68
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$200K
|
-3,795
|
Closed
|
|
|
69
|
Wealth Quarterback
Toms River,
New Jersey
|
–
|
-$41
|
-2,061
|
Closed
|
|
|
70
|
Carroll Financial Associates
Charlotte,
North Carolina
|
–
|
-$91K
|
-1,741
|
Closed
|
|
|
71
|
Institute for Wealth Management
Denver,
Colorado
|
–
|
-$10K
|
-189
|
Closed
|
|
|
72
|
Cabana LLC
Fayetteville,
Arkansas
|
–
|
-$8K
|
-152
|
Closed
|
|
|
73
|
Realta Investment Advisors
Wilmington,
Delaware
|
–
|
-$5K
|
-84
|
Closed
|
|
|
74
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
–
|
-$1K
|
-19
|
Closed
|
|
|
75
|
Truvestments Capital
Sarasota,
Florida
|
–
|
+$589
|
+11
|
New
|
|
