|
51
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$48K
|
–
|
–
|
–
|
|
|
52
|
Investors Research Corp
Atlanta,
Georgia
|
$39K
|
–
|
–
|
–
|
|
|
53
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$38K
|
+$35.3K
|
+3,114
|
New
|
|
|
54
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$32K
|
–
|
–
|
–
|
|
|
55
|
International Assets Investment Management
Orlando,
Florida
|
$16K
|
+$14.9K
|
+1,309
|
New
|
|
|
56
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$12K
|
+$11.3K
|
+1,000
|
New
|
|
|
57
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$10K
|
–
|
–
|
–
|
|
|
58
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$7K
|
–
|
–
|
–
|
|
|
59
|
Rockefeller Capital Management
New York
|
$7K
|
–
|
–
|
–
|
|
|
60
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$5K
|
+$4.39K
|
+387
|
New
|
|
|
61
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$1K
|
-$442
|
-39
|
-49%
|
|
|
62
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$1K
|
-$11
|
-1
|
-2%
|
|
|
63
|
Key Financial Inc
West Chester,
Pennsylvania
|
$1K
|
+$601
|
+53
|
New
|
|
|
64
|
Field & Main Bank
Henderson,
Kentucky
|
$1K
|
+$1.1K
|
+97
|
New
|
|
|
65
|
Wolverine Asset Management
Chicago,
Illinois
|
–
|
-$1.85M
|
-179,242
|
Closed
|
|
|
66
|
Doliver Advisors
Houston,
Texas
|
–
|
-$610K
|
-59,136
|
Closed
|
|
|
67
|
Avantax Advisory Services
Dallas,
Texas
|
–
|
-$107K
|
-10,449
|
Closed
|
|
|
68
|
Jeppson Wealth Management
Manhattan Beach,
California
|
–
|
-$29K
|
-2,850
|
Closed
|
|
|
69
|
Founders Financial Alliance
Raleigh,
North Carolina
|
–
|
-$12K
|
-1,180
|
Closed
|
|
|
70
|
SignatureFD
Atlanta,
Georgia
|
–
|
-$12K
|
-1,150
|
Closed
|
|
|
71
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
–
|
-$5K
|
-460
|
Closed
|
|
