|
51
|
US Bancorp
Minneapolis,
Minnesota
|
$36K
|
–
|
–
|
–
|
|
|
52
|
Geneos Wealth Management
Englewood,
Colorado
|
$34K
|
+$7.48K
|
+115
|
+31%
|
|
|
53
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$34K
|
+$31.6K
|
+486
|
New
|
|
|
54
|
Destiny Wealth Partners
Tavares,
Florida
|
$29K
|
+$26K
|
+400
|
New
|
|
|
55
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$22K
|
+$8.13K
|
+125
|
+70%
|
|
|
56
|
IFP Advisors
Tampa,
Florida
|
$21K
|
+$19.5K
|
+300
|
New
|
|
|
57
|
Liberty Wealth Management
Oakland,
California
|
$18K
|
+$16.3K
|
+250
|
New
|
|
|
58
|
Accel Wealth Management
Waverly,
Iowa
|
$17K
|
+$15.3K
|
+235
|
New
|
|
|
59
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$16K
|
+$14.8K
|
+228
|
New
|
|
|
60
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$14K
|
+$3.58K
|
+55
|
+38%
|
|
|
61
|
RMR Wealth Builders
Montclair,
New Jersey
|
$11K
|
+$10.2K
|
+157
|
New
|
|
|
62
|
Fidelity Investments
Boston,
Massachusetts
|
$9K
|
+$8.33K
|
+128
|
New
|
|
|
63
|
Global Retirement Partners
San Rafael,
California
|
$7K
|
-$6.51K
|
-100
|
-50%
|
|
|
64
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7K
|
–
|
–
|
–
|
|
|
65
|
Sandy Spring Bank
Olney,
Maryland
|
$7K
|
–
|
–
|
–
|
|
|
66
|
Hoover Financial Advisors
Malvern,
Pennsylvania
|
$7K
|
+$6.51K
|
+100
|
New
|
|
|
67
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
68
|
Retirement Capital Strategies
San Jose,
California
|
–
|
-$5.97M
|
-99,025
|
Closed
|
|
|
69
|
|
–
|
-$4.2M
|
-70,000
|
Closed
|
|
|
70
|
Advisor OS
Chicago,
Illinois
|
–
|
-$2.4M
|
-39,981
|
Closed
|
|
|
71
|
Credit Suisse
Zurich,
Switzerland
|
–
|
-$407K
|
-6,784
|
Closed
|
|
|
72
|
Cordasco Financial Network
Naples,
Florida
|
–
|
-$30K
|
-500
|
Closed
|
|
|
73
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
–
|
-$15K
|
-244
|
Closed
|
|
|
74
|
Steward Partners Investment Advisory
New York
|
–
|
-$13K
|
-225
|
Closed
|
|
|
75
|
Danda Trouve Investment Management
Prairie Village,
Kansas
|
–
|
-$3K
|
-50
|
Closed
|
|
