|
51
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$445K
|
-$33.9K
|
-675
|
-7%
|
|
|
52
|
Bank of America
Charlotte,
North Carolina
|
$442K
|
+$445K
|
+8,844
|
New
|
|
|
53
|
Equitable Holdings
New York
|
$428K
|
-$26.7K
|
-530
|
-6%
|
|
|
54
|
Vienna Asset Management
Saratoga,
California
|
$356K
|
+$358K
|
+7,116
|
New
|
|
|
55
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$329K
|
-$17.8K
|
-354
|
-5%
|
|
|
56
|
PFG Investments
Woodbury,
New York
|
$313K
|
+$315K
|
+6,271
|
New
|
|
|
57
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$308K
|
–
|
–
|
–
|
|
|
58
|
Kestra Advisory Services
Austin,
Texas
|
$292K
|
+$25.7K
|
+511
|
+10%
|
|
|
59
|
Private Advisor Group
Morristown,
New Jersey
|
$210K
|
+$211K
|
+4,194
|
New
|
|
|
60
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$154K
|
-$50
|
-1
|
-0%
|
|
|
61
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$65K
|
+$3.92K
|
+78
|
+6%
|
|
|
62
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$48.6K
|
–
|
–
|
–
|
|
|
63
|
Planning Strategies
Lancaster,
Pennsylvania
|
$43.2K
|
+$43.4K
|
+863
|
New
|
|
|
64
|
Activest Wealth Management
Aventure,
Florida
|
$17K
|
–
|
–
|
–
|
|
|
65
|
AE Wealth Management
Topeka,
Kansas
|
$16.5K
|
+$16.6K
|
+330
|
New
|
|
|
66
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$15.2K
|
–
|
–
|
–
|
|
|
67
|
AssetMark Inc
Concord,
California
|
$3.9K
|
+$3.92K
|
+78
|
New
|
|
|
68
|
Continuum Advisory
Eagle,
Idaho
|
$3.8K
|
+$3.82K
|
+76
|
New
|
|
|
69
|
Fidelity Investments
Boston,
Massachusetts
|
$1.91K
|
+$1.91K
|
+38
|
New
|
|
|
70
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
–
|
-$4.81M
|
-95,492
|
Closed
|
|
|
71
|
|
–
|
-$1.95M
|
-38,814
|
Closed
|
|
|
72
|
Flow Traders U.S.
New York
|
–
|
-$347K
|
-6,897
|
Closed
|
|
|
73
|
Principal Securities
Des Moines,
Iowa
|
–
|
-$228K
|
-4,537
|
Closed
|
|
|
74
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
–
|
-$210K
|
-4,166
|
Closed
|
|
|
75
|
Costello Asset Management
Feasterville,
Pennsylvania
|
–
|
-$6.4K
|
-127
|
Closed
|
|
