|
51
|
WESPAC Advisors
Orinda,
California
|
$206K
|
+$204K
|
+2,887
|
New
|
|
|
52
|
Fidelity Investments
Boston,
Massachusetts
|
$193K
|
+$183K
|
+2,591
|
+2,215%
|
|
|
53
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$111K
|
-$45.4K
|
-643
|
-29%
|
|
|
54
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$91K
|
+$5.15K
|
+73
|
+6%
|
|
|
55
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$66K
|
+$18.2K
|
+258
|
+39%
|
|
|
56
|
Geneos Wealth Management
Englewood,
Colorado
|
$36K
|
–
|
–
|
–
|
|
|
57
|
|
$25K
|
-$9.67K
|
-137
|
-28%
|
|
|
58
|
American Portfolios Advisors
Holbrook,
New York
|
$21.4K
|
–
|
–
|
–
|
|
|
59
|
Next Financial Group
Houston,
Texas
|
$14K
|
–
|
–
|
–
|
|
|
60
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
61
|
Selective Wealth Management
Forest,
Virginia
|
$3K
|
+$3.04K
|
+43
|
New
|
|
|
62
|
Weaver Consulting Group
Huntington Beach,
California
|
$2K
|
–
|
–
|
–
|
|
|
63
|
Systelligence LLC
Bloomington,
Minnesota
|
–
|
-$3.33M
|
-48,846
|
Closed
|
|
|
64
|
AJ Wealth Strategies
New York
|
–
|
-$2.52M
|
-36,937
|
Closed
|
|
|
65
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
–
|
-$1.01M
|
-14,826
|
Closed
|
|
|
66
|
Cetera Advisors
Denver,
Colorado
|
–
|
-$576K
|
-8,467
|
Closed
|
|
|
67
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
–
|
-$469K
|
-6,881
|
Closed
|
|
|
68
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
–
|
-$359K
|
-5,275
|
Closed
|
|
|
69
|
Bank of New York Mellon
New York
|
–
|
-$339K
|
-4,985
|
Closed
|
|
|
70
|
Raymond James & Associates
St Petersburg,
Florida
|
–
|
-$337K
|
-4,949
|
Closed
|
|
|
71
|
Truist Financial
Charlotte,
North Carolina
|
–
|
-$324K
|
-4,759
|
Closed
|
|
|
72
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
–
|
-$322K
|
-4,729
|
Closed
|
|
|
73
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
–
|
-$250K
|
-3,672
|
Closed
|
|
|
74
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$230K
|
-3,379
|
Closed
|
|
|
75
|
Covenant Multifamily Offices
San Antonio,
Texas
|
–
|
-$271K
|
-2,712
|
Closed
|
|
