|
51
|
Community Bank
Dewitt,
New York
|
$20.3K
|
–
|
–
|
–
|
|
|
52
|
Global Retirement Partners
San Rafael,
California
|
$19K
|
+$20.5K
|
+621
|
New
|
|
|
53
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$16.5K
|
+$17.8K
|
+539
|
New
|
|
|
54
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$13.8K
|
+$10.4K
|
+314
|
+233%
|
|
|
55
|
|
$13.6K
|
–
|
–
|
–
|
|
|
56
|
Private Trust Company
Cleveland,
Ohio
|
$12.9K
|
+$13.8K
|
+419
|
New
|
|
|
57
|
Elevated Capital Advisors
Sandy,
Utah
|
$12.1K
|
-$2.88K
|
-87
|
-18%
|
|
|
58
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$10.9K
|
–
|
–
|
–
|
|
|
59
|
AssetMark Inc
Concord,
California
|
$8.19K
|
+$7.43K
|
+225
|
+536%
|
|
|
60
|
IFG Advisory
Atlanta,
Georgia
|
$7.61K
|
+$8.2K
|
+248
|
New
|
|
|
61
|
Allspring Global Investments
Charlotte,
North Carolina
|
$5.55K
|
+$6.05K
|
+183
|
New
|
|
|
62
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1.17K
|
+$1.26K
|
+38
|
New
|
|
|
63
|
GeoWealth Management
Chicago,
Illinois
|
$520
|
–
|
–
|
–
|
|
|
64
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$138
|
+$132
|
+4
|
New
|
|
|
65
|
|
–
|
-$846K
|
-26,021
|
Closed
|
|
|
66
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
–
|
-$435K
|
-13,483
|
Closed
|
|
|
67
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
–
|
-$378K
|
-11,699
|
Closed
|
|
|
68
|
Larch Capital Partners
Miami,
Florida
|
–
|
-$344K
|
-10,670
|
Closed
|
|
|
69
|
Ferguson Shapiro
Decatur,
Georgia
|
–
|
-$231K
|
-7,150
|
Closed
|
|
|
70
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
–
|
-$30.6K
|
-949
|
Closed
|
|
|
71
|
SHP Wealth Management
Plymouth,
Massachusetts
|
–
|
-$11.7K
|
-363
|
Closed
|
|
|
72
|
CoreCap Advisors
Southfield,
Michigan
|
–
|
-$2.39K
|
-74
|
Closed
|
|
|
73
|
Evolution Wealth Management
Fort Myers,
Florida
|
–
|
-$2.26K
|
-70
|
Closed
|
|
