|
51
|
Global Retirement Partners
San Rafael,
California
|
$28K
|
+$31.8K
|
+522
|
New
|
|
|
52
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$27K
|
+$9.21K
|
+151
|
+50%
|
|
|
53
|
Geneos Wealth Management
Englewood,
Colorado
|
$24K
|
+$24.9K
|
+408
|
New
|
|
|
54
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$23K
|
+$61
|
+1
|
+0.3%
|
|
|
55
|
Meeder Asset Management
Dublin,
Ohio
|
$18K
|
+$18.3K
|
+300
|
New
|
|
|
56
|
Rockefeller Capital Management
New York
|
$15K
|
-$123K
|
-2,021
|
-89%
|
|
|
57
|
Prospera Financial Services
Dallas,
Texas
|
$9K
|
+$9.15K
|
+150
|
New
|
|
|
58
|
Ancora Advisors
Cleveland,
Ohio
|
$7K
|
–
|
–
|
–
|
|
|
59
|
Key Financial Inc
West Chester,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
60
|
Steward Partners Investment Advisory
New York
|
$4K
|
+$3.72K
|
+61
|
New
|
|
|
61
|
|
$1K
|
+$915
|
+15
|
New
|
|
|
62
|
Fidelity Investments
Boston,
Massachusetts
|
$1K
|
+$1.1K
|
+18
|
+900%
|
|
|
63
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
–
|
-$6.5M
|
-101,691
|
Closed
|
|
|
64
|
Naviter Wealth
Little Rock,
Arkansas
|
–
|
-$2.33M
|
-36,416
|
Closed
|
|
|
65
|
International Assets Investment Management
Orlando,
Florida
|
–
|
-$218K
|
-3,406
|
Closed
|
|
|
66
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
–
|
-$200K
|
-3,131
|
Closed
|
|
|
67
|
Elk River Wealth Management
Denver,
Colorado
|
–
|
-$204K
|
-900
|
Closed
|
|
|
68
|
CoreCap Advisors
Southfield,
Michigan
|
–
|
-$47K
|
-730
|
Closed
|
|
|
69
|
Delta Asset Management
Memphis,
Tennessee
|
–
|
-$19K
|
-300
|
Closed
|
|
|
70
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
–
|
-$14K
|
-221
|
Closed
|
|
|
71
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
–
|
-$12K
|
-200
|
Closed
|
|
|
72
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
–
|
-$7.5K
|
-123
|
Closed
|
|
|
73
|
Lloyd Advisory Services
Suwanee,
Georgia
|
–
|
+$61
|
+1
|
New
|
|
