|
101
|
WealthOne
Albany,
New York
|
$81K
|
+$88.6K
|
+1,746
|
New
|
|
|
102
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$76K
|
+$83.2K
|
+1,640
|
New
|
|
|
103
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$70K
|
–
|
–
|
–
|
|
|
104
|
Next Financial Group
Houston,
Texas
|
$48K
|
+$32.9K
|
+648
|
+162%
|
|
|
105
|
AssetMark Inc
Concord,
California
|
$45K
|
–
|
–
|
–
|
|
|
106
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$36K
|
+$39.6K
|
+780
|
New
|
|
|
107
|
Global Retirement Partners
San Rafael,
California
|
$35K
|
-$45.5K
|
-898
|
-54%
|
|
|
108
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$32K
|
–
|
–
|
–
|
|
|
109
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$28K
|
–
|
–
|
–
|
|
|
110
|
Whitnell & Co
Oak Brook,
Illinois
|
$27K
|
+$9.79K
|
+193
|
+48%
|
|
|
111
|
Central Trust Company
Jefferson City,
Missouri
|
$26K
|
–
|
–
|
–
|
|
|
112
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$23K
|
–
|
–
|
–
|
|
|
113
|
Financial Gravity Companies
Lakeway,
Texas
|
$11K
|
+$11K
|
+217
|
New
|
|
|
114
|
Geneos Wealth Management
Englewood,
Colorado
|
$9K
|
–
|
–
|
–
|
|
|
115
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$6K
|
-$6.09K
|
-120
|
-50%
|
|
|
116
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$4K
|
+$4.51K
|
+89
|
New
|
|
|
117
|
Simplicity Solutions
Minneapolis,
Minnesota
|
–
|
-$1.06M
|
-19,613
|
Closed
|
|
|
118
|
FDx Advisors
Chicago,
Illinois
|
–
|
-$986K
|
-18,211
|
Closed
|
|
|
119
|
Koshinski Asset Management
Decatur,
Illinois
|
–
|
-$706K
|
-13,047
|
Closed
|
|
|
120
|
CapWealth Advisors
Franklin,
Tennessee
|
–
|
-$284K
|
-5,250
|
Closed
|
|
|
121
|
Mengis Capital Management
Portland,
Oregon
|
–
|
-$284K
|
-5,248
|
Closed
|
|
|
122
|
M&T Bank
Buffalo,
New York
|
–
|
-$251K
|
-4,633
|
Closed
|
|
|
123
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
–
|
-$227K
|
-4,191
|
Closed
|
|
|
124
|
Steward Partners Investment Advisory
New York
|
–
|
-$58K
|
-1,069
|
Closed
|
|
|
125
|
Ancora Advisors
Cleveland,
Ohio
|
–
|
-$19K
|
-357
|
Closed
|
|
