|
51
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$208K
|
–
|
–
|
–
|
|
|
52
|
Allspring Global Investments
Charlotte,
North Carolina
|
$154K
|
+$155K
|
+6,817
|
New
|
|
|
53
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$127K
|
+$127K
|
+5,600
|
New
|
|
|
54
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$122K
|
+$41.4K
|
+1,824
|
+51%
|
|
|
55
|
Optimum Investment Advisors
Chicago,
Illinois
|
$115K
|
–
|
–
|
–
|
|
|
56
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$76K
|
–
|
–
|
–
|
|
|
57
|
Rockefeller Capital Management
New York
|
$64K
|
-$60.8K
|
-2,683
|
-49%
|
|
|
58
|
Creative Financial Designs
Kokomo,
Indiana
|
$57K
|
–
|
–
|
–
|
|
|
59
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$57K
|
–
|
–
|
–
|
|
|
60
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$45K
|
–
|
–
|
–
|
|
|
61
|
Avior Wealth Management
Omaha,
Nebraska
|
$33K
|
–
|
–
|
–
|
|
|
62
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$32K
|
–
|
–
|
–
|
|
|
63
|
Huntington National Bank
Columbus,
Ohio
|
$26K
|
–
|
–
|
–
|
|
|
64
|
Next Financial Group
Houston,
Texas
|
$25K
|
–
|
–
|
–
|
|
|
65
|
Spire Wealth Management
Mclean,
Virginia
|
$25K
|
–
|
–
|
–
|
|
|
66
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$25K
|
–
|
–
|
–
|
|
|
67
|
|
$24K
|
–
|
–
|
–
|
|
|
68
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$18K
|
–
|
–
|
–
|
|
|
69
|
CoreCap Advisors
Southfield,
Michigan
|
$14K
|
+$13.6K
|
+600
|
New
|
|
|
70
|
Highlander Capital Management
Short Hills,
New Jersey
|
$12K
|
–
|
–
|
–
|
|
|
71
|
Harbour Investments
Madison,
Wisconsin
|
$11K
|
–
|
–
|
–
|
|
|
72
|
American Portfolios Advisors
Holbrook,
New York
|
$6.92K
|
+$6.92K
|
+305
|
New
|
|
|
73
|
Caldwell Trust
Venice,
Florida
|
$6.63K
|
–
|
–
|
–
|
|
|
74
|
Snowden Capital Advisors
New York
|
$4K
|
+$4.1K
|
+181
|
New
|
|
|
75
|
Sit Investment Associates
Minneapolis,
Minnesota
|
–
|
-$1.92M
|
-83,779
|
Closed
|
|
