|
51
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$149K
|
–
|
–
|
–
|
|
|
52
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$122K
|
–
|
–
|
–
|
|
|
53
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$105K
|
–
|
–
|
–
|
|
|
54
|
IFP Advisors
Tampa,
Florida
|
$90K
|
–
|
–
|
–
|
|
|
55
|
Geneos Wealth Management
Englewood,
Colorado
|
$70K
|
–
|
–
|
–
|
|
|
56
|
Castle Wealth Management
West Palm Beach,
Florida
|
$66K
|
+$72.9K
|
+3,500
|
New
|
|
|
57
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$55K
|
-$21
|
-1
|
-0%
|
|
|
58
|
|
$55K
|
–
|
–
|
–
|
|
|
59
|
Creative Financial Designs
Kokomo,
Indiana
|
$45K
|
+$10.8K
|
+520
|
+28%
|
|
|
60
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$32K
|
–
|
–
|
–
|
|
|
61
|
American Portfolios Advisors
Holbrook,
New York
|
$18.4K
|
–
|
–
|
–
|
|
|
62
|
Ancora Advisors
Cleveland,
Ohio
|
$17K
|
–
|
–
|
–
|
|
|
63
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$15K
|
–
|
–
|
–
|
|
|
64
|
Addison Advisors
Middlebury,
Vermont
|
$11K
|
–
|
–
|
–
|
|
|
65
|
Parallel Advisors
San Francisco,
California
|
$10K
|
–
|
–
|
–
|
|
|
66
|
Bessemer Group
Woodbridge,
New Jersey
|
$7K
|
-$3.5K
|
-168
|
-33%
|
|
|
67
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6K
|
–
|
–
|
–
|
|
|
68
|
Venture Visionary Partners
Sylvania,
Ohio
|
$4.99K
|
+$5.54K
|
+266
|
New
|
|
|
69
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
|
70
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$250K
|
-12,431
|
Closed
|
|
|
71
|
City of London Investment Management
London,
United Kingdom
|
–
|
-$231K
|
-11,456
|
Closed
|
|
|
72
|
|
–
|
-$227K
|
-11,270
|
Closed
|
|
