|
51
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$290K
|
+$284K
|
+7,481
|
New
|
|
|
52
|
Karp Capital Management
Sausalito,
California
|
$270K
|
–
|
–
|
–
|
|
|
53
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$264K
|
+$5.2K
|
+137
|
+2%
|
|
|
54
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$260K
|
-$2.05K
|
-54
|
-0.8%
|
|
|
55
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$239K
|
+$234K
|
+6,172
|
New
|
|
|
56
|
Sunbelt Securities
Houston,
Texas
|
$225K
|
+$226K
|
+5,958
|
New
|
|
|
57
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$224K
|
–
|
–
|
–
|
|
|
58
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$213K
|
+$209K
|
+5,505
|
New
|
|
|
59
|
MGO One Seven
Beachwood,
Ohio
|
$209K
|
–
|
–
|
–
|
|
|
60
|
Epic Trust Investment Advisors
Richland,
Washington
|
$208K
|
+$203K
|
+5,360
|
New
|
|
|
61
|
Cypress Wealth Services
Palm Desert,
California
|
$201K
|
+$197K
|
+5,189
|
New
|
|
|
62
|
Spire Wealth Management
Mclean,
Virginia
|
$165K
|
-$136K
|
-3,576
|
-46%
|
|
|
63
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$102K
|
–
|
–
|
–
|
|
|
64
|
IFP Advisors
Tampa,
Florida
|
$63K
|
-$318K
|
-8,389
|
-84%
|
|
|
65
|
Advisornet Financial
Minnetonka,
Minnesota
|
$62K
|
–
|
–
|
–
|
|
|
66
|
Strategic Asset Management
Rochester,
Minnesota
|
$59K
|
+$50.2K
|
+1,325
|
+663%
|
|
|
67
|
Next Financial Group
Houston,
Texas
|
$52K
|
–
|
–
|
–
|
|
|
68
|
AssetMark Inc
Concord,
California
|
$3K
|
+$3.03K
|
+80
|
New
|
|
|
69
|
|
$2K
|
–
|
–
|
–
|
|
|
70
|
Bouchey Financial Group
Troy,
New York
|
–
|
-$17.2M
|
-470,484
|
Closed
|
|
|
71
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$1.4M
|
-38,412
|
Closed
|
|
|
72
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.06M
|
-28,975
|
Closed
|
|
|
73
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$508K
|
-13,926
|
Closed
|
|
|
74
|
Focus Financial Network
Minneapolis,
Minnesota
|
–
|
-$360K
|
-9,863
|
Closed
|
|
|
75
|
tru Independence
Portland,
Oregon
|
–
|
-$209K
|
-5,725
|
Closed
|
|
