|
51
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$149K
|
–
|
–
|
–
|
|
|
52
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$105K
|
–
|
–
|
–
|
|
|
53
|
IFP Advisors
Tampa,
Florida
|
$90K
|
–
|
–
|
–
|
|
|
54
|
Castle Wealth Management
West Palm Beach,
Florida
|
$66K
|
–
|
–
|
–
|
|
|
55
|
|
$55K
|
–
|
–
|
–
|
|
|
56
|
Creative Financial Designs
Kokomo,
Indiana
|
$45K
|
–
|
–
|
–
|
|
|
57
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$44K
|
-$144K
|
-7,277
|
-76%
|
|
|
58
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$31K
|
–
|
–
|
–
|
|
|
59
|
Geneos Wealth Management
Englewood,
Colorado
|
$29K
|
-$42.5K
|
-2,154
|
-58%
|
|
|
60
|
American Portfolios Advisors
Holbrook,
New York
|
$18.4K
|
–
|
–
|
–
|
|
|
61
|
Ancora Advisors
Cleveland,
Ohio
|
$17K
|
–
|
–
|
–
|
|
|
62
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6K
|
–
|
–
|
–
|
|
|
63
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
|
64
|
FourThought Financial
Venice,
Florida
|
$1K
|
+$988
|
+50
|
New
|
|
|
65
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
–
|
-$526K
|
-28,098
|
Closed
|
|
|
66
|
Hightower 6M Holding
Wichita,
Kansas
|
–
|
-$369K
|
-19,708
|
Closed
|
|
|
67
|
Logan Stone Capital
Chicago,
Illinois
|
–
|
-$253K
|
-13,512
|
Closed
|
|
|
68
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
–
|
-$15K
|
-796
|
Closed
|
|
|
69
|
Addison Advisors
Middlebury,
Vermont
|
–
|
-$11K
|
-592
|
Closed
|
|
|
70
|
Parallel Advisors
San Francisco,
California
|
–
|
-$10K
|
-546
|
Closed
|
|
|
71
|
Bessemer Group
Woodbridge,
New Jersey
|
–
|
-$7K
|
-347
|
Closed
|
|
|
72
|
Venture Visionary Partners
Sylvania,
Ohio
|
–
|
-$4.99K
|
-266
|
Closed
|
|
