|
51
|
Concord Wealth Partners
Abingdon,
Virginia
|
$110K
|
+$95.8K
|
+1,912
|
New
|
|
|
52
|
Fidelity Investments
Boston,
Massachusetts
|
$85K
|
+$8.06K
|
+161
|
+12%
|
|
|
53
|
Valeo Financial Advisors
Carmel,
Indiana
|
$54K
|
+$40.5K
|
+809
|
+632%
|
|
|
54
|
Wells Fargo
San Francisco,
California
|
$34K
|
+$8.46K
|
+169
|
+40%
|
|
|
55
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$33K
|
–
|
–
|
–
|
|
|
56
|
Manchester Financial
Westlake Village,
California
|
$29K
|
+$100
|
+2
|
+0.4%
|
|
|
57
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$29K
|
+$24.9K
|
+497
|
New
|
|
|
58
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$23K
|
–
|
–
|
–
|
|
|
59
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$23K
|
+$2.25K
|
+45
|
+13%
|
|
|
60
|
Barnett & Company
Chattanooga,
Tennessee
|
$23K
|
+$20K
|
+400
|
New
|
|
|
61
|
North Star Investment Management
Chicago,
Illinois
|
$20K
|
–
|
–
|
–
|
|
|
62
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$17K
|
+$3.06K
|
+61
|
+25%
|
|
|
63
|
First Command Bank
Fort Worth,
Texas
|
$13K
|
+$11.6K
|
+231
|
New
|
|
|
64
|
First Command Financial Services
Fort Worth,
Texas
|
$13K
|
+$11.6K
|
+231
|
New
|
|
|
65
|
|
$8K
|
-$3.66K
|
-73
|
-34%
|
|
|
66
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$7K
|
–
|
–
|
–
|
|
|
67
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$7K
|
+$5.01K
|
+100
|
+333%
|
|
|
68
|
Reilly Financial Advisors
La Mesa,
California
|
$7K
|
+$6.51K
|
+130
|
New
|
|
|
69
|
Key Financial Inc
West Chester,
Pennsylvania
|
$5K
|
+$4.16K
|
+83
|
New
|
|
|
70
|
Horizon Investments
Charlotte,
North Carolina
|
–
|
-$30.8M
|
-718,142
|
Closed
|
|
|
71
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.05M
|
-24,474
|
Closed
|
|
|
72
|
Prospera Financial Services
Dallas,
Texas
|
–
|
-$30K
|
-700
|
Closed
|
|
|
73
|
AssetMark Inc
Concord,
California
|
–
|
-$14K
|
-320
|
Closed
|
|
