|
51
|
NBT Bank
Norwich,
New York
|
$92.2K
|
–
|
–
|
–
|
|
|
52
|
Global Retirement Partners
San Rafael,
California
|
$52.6K
|
+$52.4K
|
+1,500
|
New
|
|
|
53
|
Creative Financial Designs
Kokomo,
Indiana
|
$40.9K
|
–
|
–
|
–
|
|
|
54
|
|
$35.1K
|
-$12.2K
|
-350
|
-26%
|
|
|
55
|
Steward Partners Investment Advisory
New York
|
$23.8K
|
–
|
–
|
–
|
|
|
56
|
Pineridge Advisors
St. Charles,
Missouri
|
$14.5K
|
-$27.9K
|
-800
|
-66%
|
|
|
57
|
Coppell Advisory Solutions
Coppell,
Texas
|
$4.99K
|
-$35
|
-1
|
-0.7%
|
|
|
58
|
UBS Group
Zurich,
Switzerland
|
$4K
|
-$107K
|
-3,055
|
-96%
|
|
|
59
|
New Millennium Group
Sandy,
Utah
|
$3.09K
|
+$3.07K
|
+88
|
New
|
|
|
60
|
AssetMark Inc
Concord,
California
|
$2.63K
|
+$2.62K
|
+75
|
New
|
|
|
61
|
Wells Fargo
San Francisco,
California
|
$1.75K
|
+$1.75K
|
+50
|
New
|
|
|
62
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
–
|
-$9.71M
|
-281,077
|
Closed
|
|
|
63
|
Lloyd Advisory Services
Suwanee,
Georgia
|
–
|
-$8.1M
|
-234,534
|
Closed
|
|
|
64
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
–
|
-$4.17M
|
-120,687
|
Closed
|
|
|
65
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
–
|
-$2.13M
|
-61,730
|
Closed
|
|
|
66
|
Great Lakes Retirement
Sandusky,
Ohio
|
–
|
-$1.54M
|
-44,526
|
Closed
|
|
|
67
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
–
|
-$1.43M
|
-41,501
|
Closed
|
|
|
68
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
–
|
-$1.14M
|
-32,904
|
Closed
|
|
|
69
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$741K
|
-21,448
|
Closed
|
|
|
70
|
SMART Wealth
Omaha,
Nebraska
|
–
|
-$676K
|
-19,574
|
Closed
|
|
|
71
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
–
|
-$618K
|
-17,892
|
Closed
|
|
|
72
|
BCGM Wealth Management
Lafayette,
Indiana
|
–
|
-$381K
|
-11,017
|
Closed
|
|
|
73
|
Kingdom Financial Group
Peoria,
Arizona
|
–
|
-$244K
|
-7,076
|
Closed
|
|
|
74
|
FSA Advisors
Troy,
Michigan
|
–
|
-$226K
|
-6,786
|
Closed
|
|
|
75
|
NBC Securities
Birmingham,
Alabama
|
–
|
-$24K
|
-700
|
Closed
|
|
