|
76
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$53K
|
–
|
–
|
–
|
|
|
77
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$53K
|
+$58.1K
|
+1,548
|
New
|
|
|
78
|
Geneos Wealth Management
Englewood,
Colorado
|
$52K
|
+$3.46K
|
+92
|
+6%
|
|
|
79
|
Global Retirement Partners
San Rafael,
California
|
$43K
|
-$25.1K
|
-668
|
-35%
|
|
|
80
|
WhitTier Trust Company
Reno,
Nevada
|
$41K
|
+$7.66K
|
+204
|
+20%
|
|
|
81
|
Northwest Wealth Management
Spencer,
Iowa
|
$30K
|
–
|
–
|
–
|
|
|
82
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$29K
|
+$31.7K
|
+844
|
New
|
|
|
83
|
WealthBridge Capital Management
Westerville,
Ohio
|
$16K
|
+$17.8K
|
+475
|
New
|
|
|
84
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$14K
|
-$3.52M
|
-93,634
|
-100%
|
|
|
85
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$11.5K
|
+$12.7K
|
+337
|
New
|
|
|
86
|
Westside Investment Management
Santa Monica,
California
|
$11.5K
|
–
|
–
|
–
|
|
|
87
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$9K
|
-$16.4K
|
-436
|
-60%
|
|
|
88
|
Tortoise Investment Management
White Plains,
New York
|
$8K
|
–
|
–
|
–
|
|
|
89
|
William Blair & Company
Chicago,
Illinois
|
$7K
|
+$7.51K
|
+200
|
New
|
|
|
90
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6K
|
-$64.9K
|
-1,729
|
-91%
|
|
|
91
|
Asset Dedication LLC
San Francisco,
California
|
$5K
|
–
|
–
|
–
|
|
|
92
|
Advisory Services Network
Atlanta,
Georgia
|
$4K
|
-$3.76M
|
-100,033
|
-100%
|
|
|
93
|
|
$4K
|
-$1.66M
|
-44,178
|
-100%
|
|
|
94
|
Fidelity Investments
Boston,
Massachusetts
|
$4K
|
+$1.95K
|
+52
|
+76%
|
|
|
95
|
1 North Wealth Services
Annapolis,
Maryland
|
$3K
|
+$2.93K
|
+78
|
New
|
|
|
96
|
First Trust Advisors
Wheaton,
Illinois
|
–
|
-$703M
|
-16,581,920
|
Closed
|
|
|
97
|
Navellier & Associates
Reno,
Nevada
|
–
|
-$23.8M
|
-561,070
|
Closed
|
|
|
98
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
–
|
-$20M
|
-472,790
|
Closed
|
|
|
99
|
O'Dell Group
Cincinnati,
Ohio
|
–
|
-$10.3M
|
-242,649
|
Closed
|
|
|
100
|
Gateway Advisory
Westfield,
New Jersey
|
–
|
-$9.76M
|
-230,260
|
Closed
|
|
