|
51
|
M Holdings Securities
Portland,
Oregon
|
$319K
|
-$39.8K
|
-1,873
|
-11%
|
|
|
52
|
SVA Wealth Management
Madison,
Wisconsin
|
$298K
|
–
|
–
|
–
|
|
|
53
|
Regal Investment Advisors
Kentwood,
Michigan
|
$288K
|
+$57.9K
|
+2,726
|
+25%
|
|
|
54
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$264K
|
+$263K
|
+12,389
|
New
|
|
|
55
|
Atria Investments
Charlotte,
North Carolina
|
$258K
|
+$25.6K
|
+1,203
|
+11%
|
|
|
56
|
Bank of New York Mellon
New York
|
$216K
|
+$215K
|
+10,117
|
New
|
|
|
57
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$155K
|
+$55.3K
|
+2,604
|
+58%
|
|
|
58
|
SG Americas Securities
New York
|
$149K
|
+$149K
|
+7,000
|
New
|
|
|
59
|
Welch Group
Birmingham,
Alabama
|
$106K
|
-$1.45K
|
-68
|
-1%
|
|
|
60
|
Asset Dedication LLC
San Francisco,
California
|
$64K
|
–
|
–
|
–
|
|
|
61
|
US Bancorp
Minneapolis,
Minnesota
|
$63K
|
+$4.55K
|
+214
|
+8%
|
|
|
62
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$39K
|
-$23.5K
|
-1,108
|
-38%
|
|
|
63
|
Steward Partners Investment Advisory
New York
|
$38K
|
+$21K
|
+989
|
+123%
|
|
|
64
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$32K
|
+$31.9K
|
+1,500
|
New
|
|
|
65
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$29K
|
+$3.38K
|
+159
|
+13%
|
|
|
66
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$24K
|
+$12.5K
|
+590
|
+118%
|
|
|
67
|
BB&T Investment Services
Charlotte,
North Carolina
|
$21K
|
+$5.38K
|
+253
|
+32%
|
|
|
68
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$18K
|
–
|
–
|
–
|
|
|
69
|
SEI Investments
Oaks,
Pennsylvania
|
$11K
|
–
|
–
|
–
|
|
|
70
|
Advisory Services Network
Atlanta,
Georgia
|
$10K
|
+$10.2K
|
+479
|
New
|
|
|
71
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$8K
|
–
|
–
|
–
|
|
|
72
|
Next Financial Group
Houston,
Texas
|
$6K
|
-$13.1K
|
-616
|
-71%
|
|
|
73
|
Hudock Inc
Williamsport,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
74
|
Focused Wealth Management
Newburgh,
New York
|
$2K
|
–
|
–
|
–
|
|
|
75
|
|
–
|
-$7.21M
|
-363,120
|
Closed
|
|
