|
51
|
Steward Partners Investment Advisory
New York
|
$84K
|
–
|
–
|
–
|
|
|
52
|
IFP Advisors
Tampa,
Florida
|
$51K
|
–
|
–
|
–
|
|
|
53
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$42K
|
-$8.53K
|
-301
|
-17%
|
|
|
54
|
Fortis Advisors
Wayne,
Pennsylvania
|
$30K
|
+$24K
|
+848
|
+358%
|
|
|
55
|
Private Capital Group
West Hartford,
Connecticut
|
$28K
|
+$4.9K
|
+173
|
+21%
|
|
|
56
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$23K
|
–
|
–
|
–
|
|
|
57
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$22K
|
+$113
|
+4
|
+0.5%
|
|
|
58
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$18K
|
–
|
–
|
–
|
|
|
59
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$17K
|
–
|
–
|
–
|
|
|
60
|
Strategic Wealth Partners
Independence,
Ohio
|
$17K
|
–
|
–
|
–
|
|
|
61
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$9K
|
+$9.63K
|
+340
|
New
|
|
|
62
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$6K
|
–
|
–
|
–
|
|
|
63
|
Holloway Wealth Management
Gainesville,
Florida
|
$5K
|
–
|
–
|
–
|
|
|
64
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
65
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
–
|
-$675K
|
-24,426
|
Closed
|
|
|
66
|
Private Advisory Group
Redmond,
Washington
|
–
|
-$640K
|
-23,154
|
Closed
|
|
|
67
|
|
–
|
-$227K
|
-8,211
|
Closed
|
|
|
68
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
–
|
-$208K
|
-7,539
|
Closed
|
|
|
69
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
–
|
-$54K
|
-1,947
|
Closed
|
|
|
70
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$10K
|
-362
|
Closed
|
|
|
71
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
–
|
-$4.7K
|
-170
|
Closed
|
|
|
72
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
–
|
-$2K
|
-85
|
Closed
|
|
|
73
|
Cribstone Capital Management
Augusta,
Maine
|
–
|
-$2K
|
-83
|
Closed
|
|
|
74
|
Versant Capital Management
Phoenix,
Arizona
|
–
|
+$510
|
+18
|
New
|
|
