|
51
|
Kingswood Wealth Advisors
San Diego,
California
|
$234K
|
–
|
–
|
–
|
|
|
52
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$231K
|
-$28.4K
|
-621
|
-11%
|
|
|
53
|
Perigon Wealth Management
San Francisco,
California
|
$230K
|
+$229K
|
+5,018
|
New
|
|
|
54
|
Global Retirement Partners
San Rafael,
California
|
$130K
|
+$103K
|
+2,246
|
+381%
|
|
|
55
|
Spire Wealth Management
Mclean,
Virginia
|
$118K
|
–
|
–
|
–
|
|
|
56
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$62.1K
|
+$7.76K
|
+170
|
+14%
|
|
|
57
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$51.3K
|
+$43.4K
|
+951
|
+563%
|
|
|
58
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$45.6K
|
–
|
–
|
–
|
|
|
59
|
Private Trust Company
Cleveland,
Ohio
|
$25.8K
|
+$25.7K
|
+563
|
New
|
|
|
60
|
Fidelity Investments
Boston,
Massachusetts
|
$23.4K
|
+$21.3K
|
+467
|
+1,038%
|
|
|
61
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23K
|
+$1.42K
|
+31
|
+7%
|
|
|
62
|
|
$16.4K
|
–
|
–
|
–
|
|
|
63
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$12.5K
|
–
|
–
|
–
|
|
|
64
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$10.3K
|
–
|
–
|
–
|
|
|
65
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$9.71K
|
–
|
–
|
–
|
|
|
66
|
Hantz Financial Services
Southfield,
Michigan
|
$7K
|
+$6.62K
|
+145
|
New
|
|
|
67
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$4.21K
|
–
|
–
|
–
|
|
|
68
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$3.07K
|
-$8.59K
|
-188
|
-74%
|
|
|
69
|
Farther Finance Advisors
San Francisco,
California
|
$3.04K
|
–
|
–
|
–
|
|
|
70
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
$2.4K
|
–
|
–
|
–
|
|
|
71
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$2.38K
|
–
|
–
|
–
|
|
|
72
|
Realta Investment Advisors
Wilmington,
Delaware
|
$1.37K
|
+$1.37K
|
+30
|
New
|
|
|
73
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
74
|
Comerica Bank
Dallas,
Texas
|
$416
|
-$4.57K
|
-100
|
-92%
|
|
|
75
|
|
–
|
-$4.59M
|
-99,138
|
Closed
|
|
