|
51
|
Whitney & Co
Rochester,
New York
|
$245K
|
+$52.9K
|
+3,000
|
+26%
|
|
|
52
|
Principal Financial Group
Des Moines,
Iowa
|
$204K
|
–
|
–
|
–
|
|
|
53
|
|
$201K
|
–
|
–
|
–
|
|
|
54
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$170K
|
-$17.8K
|
-1,008
|
-9%
|
|
|
55
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$159K
|
+$617
|
+35
|
+0.4%
|
|
|
56
|
Rockefeller Capital Management
New York
|
$102K
|
+$370
|
+21
|
+0.3%
|
|
|
57
|
Private Trust Company
Cleveland,
Ohio
|
$55K
|
–
|
–
|
–
|
|
|
58
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$54K
|
–
|
–
|
–
|
|
|
59
|
|
$42K
|
+$44K
|
+2,492
|
New
|
|
|
60
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$36K
|
+$24.7K
|
+1,399
|
+189%
|
|
|
61
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$21K
|
–
|
–
|
–
|
|
|
62
|
Global Retirement Partners
San Rafael,
California
|
$15K
|
+$247
|
+14
|
+2%
|
|
|
63
|
First Horizon Advisors
Memphis,
Tennessee
|
$1K
|
–
|
–
|
–
|
|
|
64
|
IFP Advisors
Tampa,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
65
|
|
–
|
-$28.1M
|
-1,630,569
|
Closed
|
|
|
66
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$2.59M
|
-149,920
|
Closed
|
|
|
67
|
Advisor Resource Council
Dallas,
Texas
|
–
|
-$233K
|
-13,488
|
Closed
|
|
|
68
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
–
|
-$84K
|
-4,854
|
Closed
|
|
|
69
|
SeaCrest Wealth Management
Purchase,
New York
|
–
|
-$18K
|
-1,035
|
Closed
|
|
|
70
|
|
–
|
-$12K
|
-715
|
Closed
|
|
|
71
|
CoreCap Advisors
Southfield,
Michigan
|
–
|
-$9K
|
-525
|
Closed
|
|
