|
51
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$172K
|
–
|
–
|
–
|
|
|
52
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$166K
|
-$16.1K
|
-998
|
-9%
|
|
|
53
|
Palacios Wealth Management
Ormond Beach,
Florida
|
$163K
|
+$168K
|
+10,431
|
New
|
|
|
54
|
|
$152K
|
+$161K
|
+10,000
|
New
|
|
|
55
|
Farther Finance Advisors
San Francisco,
California
|
$142K
|
-$1.38M
|
-85,757
|
-90%
|
|
|
56
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$58.1K
|
+$61.7K
|
+3,825
|
New
|
|
|
57
|
Fairscale Capital
Nashua,
New Hampshire
|
$31.7K
|
–
|
–
|
–
|
|
|
58
|
Eastern Bank
Boston,
Massachusetts
|
$23.4K
|
+$24.8K
|
+1,538
|
New
|
|
|
59
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$15.2K
|
-$16.1K
|
-1,000
|
-50%
|
|
|
60
|
Kentucky Trust Company
Danville,
Kentucky
|
$11.8K
|
+$12.5K
|
+775
|
New
|
|
|
61
|
|
$9.45K
|
+$10K
|
+622
|
New
|
|
|
62
|
Comerica Bank
Dallas,
Texas
|
$9.12K
|
–
|
–
|
–
|
|
|
63
|
ORG Partners
Roanoke,
Indiana
|
$6.68K
|
–
|
–
|
–
|
|
|
64
|
|
$6.08K
|
+$6.45K
|
+400
|
New
|
|
|
65
|
Steward Partners Investment Advisory
New York
|
$3.65K
|
–
|
–
|
–
|
|
|
66
|
WhitTier Trust Company
Reno,
Nevada
|
$2.66K
|
–
|
–
|
–
|
|
|
67
|
Spire Wealth Management
Mclean,
Virginia
|
$1.75K
|
-$32.3K
|
-2,000
|
-95%
|
|
|
68
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$608
|
–
|
–
|
–
|
|
|
69
|
NBC Securities
Birmingham,
Alabama
|
$159
|
-$151K
|
-9,342
|
-100%
|
|
|
70
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$152
|
–
|
–
|
–
|
|
|
71
|
IFP Advisors
Tampa,
Florida
|
$122
|
+$129
|
+8
|
New
|
|
|
72
|
Fidelity Investments
Boston,
Massachusetts
|
$15
|
+$16
|
+1
|
New
|
|
|
73
|
Guggenheim Capital
Chicago,
Illinois
|
–
|
-$13.5M
|
-768,984
|
Closed
|
|
|
74
|
NWF Advisory Services
Los Angeles,
California
|
–
|
-$402K
|
-22,850
|
Closed
|
|
|
75
|
Atria Wealth Solutions
New York
|
–
|
-$355K
|
-20,189
|
Closed
|
|
