|
51
|
M&R Capital Management
Summit,
New Jersey
|
$43K
|
–
|
–
|
–
|
|
|
52
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$30K
|
+$30.5K
|
+1,400
|
New
|
|
|
53
|
Front Row Advisors
Tiburon,
California
|
$24K
|
–
|
–
|
–
|
|
|
54
|
Retirement Group
San Diego,
California
|
$24K
|
–
|
–
|
–
|
|
|
55
|
Koshinski Asset Management
Decatur,
Illinois
|
$17K
|
–
|
–
|
–
|
|
|
56
|
IFP Advisors
Tampa,
Florida
|
$13K
|
-$50.2K
|
-2,308
|
-84%
|
|
|
57
|
Covestor
London,
United Kingdom
|
$7K
|
+$109
|
+5
|
+2%
|
|
|
58
|
Avion Wealth
The Woodlands,
Texas
|
$6K
|
–
|
–
|
–
|
|
|
59
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$6K
|
–
|
–
|
–
|
|
|
60
|
Cutler Group
San Francisco,
California
|
$4K
|
–
|
–
|
–
|
|
|
61
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$3K
|
+$22
|
+1
|
+0.7%
|
|
|
62
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2K
|
-$12.8K
|
-586
|
-86%
|
|
|
63
|
Fidelity Investments
Boston,
Massachusetts
|
$2K
|
+$131
|
+6
|
+7%
|
|
|
64
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$977K
|
-43,893
|
Closed
|
|
|
65
|
Truist Financial
Charlotte,
North Carolina
|
–
|
-$965K
|
-43,348
|
Closed
|
|
|
66
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
–
|
-$655K
|
-30,090
|
Closed
|
|
|
67
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
–
|
-$656K
|
-29,472
|
Closed
|
|
|
68
|
Naviter Wealth
Little Rock,
Arkansas
|
–
|
-$612K
|
-27,459
|
Closed
|
|
|
69
|
Private Capital Group
West Hartford,
Connecticut
|
–
|
-$29K
|
-1,285
|
Closed
|
|
|
70
|
CoreCap Advisors
Southfield,
Michigan
|
–
|
-$6K
|
-272
|
Closed
|
|
|
71
|
Gradient Investments
Arden Hills,
Minnesota
|
–
|
-$6K
|
-251
|
Closed
|
|
