|
51
|
TrueWealth Advisors
Birmingham,
Alabama
|
$260K
|
+$240K
|
+3,014
|
New
|
|
|
52
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$236K
|
-$29.3K
|
-368
|
-12%
|
|
|
53
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$235K
|
-$1.02M
|
-12,763
|
-82%
|
|
|
54
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$234K
|
-$54.8K
|
-688
|
-20%
|
|
|
55
|
Continuum Advisory
Eagle,
Idaho
|
$228K
|
-$758K
|
-9,504
|
-78%
|
|
|
56
|
Cooper Financial Group
Irvine,
California
|
$225K
|
+$214K
|
+2,686
|
New
|
|
|
57
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$178K
|
–
|
–
|
–
|
|
|
58
|
|
$144K
|
-$21.3K
|
-267
|
-13%
|
|
|
59
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$130K
|
-$98K
|
-1,229
|
-44%
|
|
|
60
|
|
$111K
|
–
|
–
|
–
|
|
|
61
|
Wells Fargo
San Francisco,
California
|
$70K
|
+$1.12K
|
+14
|
+2%
|
|
|
62
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$58K
|
+$55.8K
|
+700
|
New
|
|
|
63
|
Advisory Services Network
Atlanta,
Georgia
|
$42K
|
–
|
–
|
–
|
|
|
64
|
TD Capital Management
Memphis,
Tennessee
|
$34K
|
+$159
|
+2
|
+0.5%
|
|
|
65
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$30K
|
-$26.5K
|
-332
|
-48%
|
|
|
66
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$17K
|
+$16.5K
|
+207
|
New
|
|
|
67
|
John W. Brooker & Co
Oakland,
California
|
$13K
|
–
|
–
|
–
|
|
|
68
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$11K
|
–
|
–
|
–
|
|
|
69
|
Steward Partners Investment Advisory
New York
|
$8K
|
+$7.97K
|
+100
|
New
|
|
|
70
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$1K
|
–
|
–
|
–
|
|
|
71
|
Fidelity Investments
Boston,
Massachusetts
|
$1K
|
+$1.12K
|
+14
|
New
|
|
|
72
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
–
|
-$11.7M
|
-157,537
|
Closed
|
|
|
73
|
Cozad Asset Management
Champaign,
Illinois
|
–
|
-$686K
|
-9,280
|
Closed
|
|
|
74
|
Flow Traders U.S.
New York
|
–
|
-$591K
|
-7,990
|
Closed
|
|
|
75
|
Sadoff Investment Management
Milwaukee,
Wisconsin
|
–
|
-$421K
|
-5,698
|
Closed
|
|
