|
26
|
LPL Financial
San Diego,
California
|
$148K
|
+$150K
|
+10,622
|
New
|
|
|
27
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$145K
|
–
|
–
|
–
|
|
|
28
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$140K
|
–
|
–
|
–
|
|
|
29
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$112K
|
–
|
–
|
–
|
|
|
30
|
IFP Advisors
Tampa,
Florida
|
$103K
|
-$47.6K
|
-3,375
|
-31%
|
|
|
31
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$66K
|
-$98.7K
|
-7,000
|
-60%
|
|
|
32
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$46K
|
+$28.2K
|
+2,000
|
+143%
|
|
|
33
|
Tradewinds Capital Management
Bellingham,
Washington
|
$35K
|
–
|
–
|
–
|
|
|
34
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$33K
|
-$11.8K
|
-840
|
-26%
|
|
|
35
|
Bogart Wealth LLC
Mclean,
Virginia
|
$26K
|
–
|
–
|
–
|
|
|
36
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$10K
|
–
|
–
|
–
|
|
|
37
|
Financial Management Professionals
Austin,
Texas
|
$9K
|
–
|
–
|
–
|
|
|
38
|
IHT Wealth Management
Chicago,
Illinois
|
$5K
|
–
|
–
|
–
|
|
|
39
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$5K
|
+$5.55K
|
+394
|
New
|
|
|
40
|
Geneos Wealth Management
Englewood,
Colorado
|
$4K
|
-$5.75K
|
-408
|
-58%
|
|
|
41
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$56
|
–
|
–
|
–
|
|
|
42
|
Financial & Investment Management Group
Traverse City,
Michigan
|
–
|
-$674K
|
-48,000
|
Closed
|
|
|
43
|
Jones Financial Companies
Des Peres,
Missouri
|
–
|
-$177K
|
-12,581
|
Closed
|
|
|
44
|
Doliver Advisors
Houston,
Texas
|
–
|
-$145K
|
-10,339
|
Closed
|
|
|
45
|
Next Financial Group
Houston,
Texas
|
–
|
-$7K
|
-500
|
Closed
|
|
|
46
|
Steward Partners Investment Advisory
New York
|
–
|
-$4K
|
-333
|
Closed
|
|
