|
51
|
KeyBank National Association
Cleveland,
Ohio
|
$210K
|
–
|
–
|
–
|
|
|
52
|
SG Americas Securities
New York
|
$210K
|
+$252K
|
+25,040
|
New
|
|
|
53
|
Managed Asset Portfolios
Rochester,
Michigan
|
$202K
|
+$242K
|
+24,000
|
New
|
|
|
54
|
|
$177K
|
+$40.3K
|
+4,000
|
+23%
|
|
|
55
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$174K
|
–
|
–
|
–
|
|
|
56
|
Next Financial Group
Houston,
Texas
|
$109K
|
–
|
–
|
–
|
|
|
57
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$105K
|
+$9.5K
|
+944
|
+8%
|
|
|
58
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$73K
|
–
|
–
|
–
|
|
|
59
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$65K
|
–
|
–
|
–
|
|
|
60
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$54K
|
+$64.4K
|
+6,400
|
New
|
|
|
61
|
Reilly Financial Advisors
La Mesa,
California
|
$44K
|
+$4.03K
|
+400
|
+8%
|
|
|
62
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$34K
|
+$40.3K
|
+4,000
|
New
|
|
|
63
|
Bank of America
Charlotte,
North Carolina
|
$26K
|
-$12.6K
|
-1,256
|
-29%
|
|
|
64
|
Central Trust Company
Jefferson City,
Missouri
|
$24K
|
+$8.05K
|
+800
|
+40%
|
|
|
65
|
PRW Wealth Management
Quincy,
Massachusetts
|
$20K
|
+$24.2K
|
+2,400
|
New
|
|
|
66
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$8K
|
–
|
–
|
–
|
|
|
67
|
IFP Advisors
Tampa,
Florida
|
$8K
|
+$9.66K
|
+960
|
New
|
|
|
68
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$7K
|
+$8.05K
|
+800
|
New
|
|
|
69
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$5K
|
+$6.44K
|
+640
|
New
|
|
|
70
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$3K
|
-$4.51K
|
-448
|
-53%
|
|
|
71
|
Financial Gravity Companies
Lakeway,
Texas
|
$2K
|
+$1.61K
|
+160
|
New
|
|
|
72
|
Parallel Advisors
San Francisco,
California
|
$1K
|
-$7.09K
|
-704
|
-77%
|
|
|
73
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
–
|
-$23.4M
|
-1,862,752
|
Closed
|
|
|
74
|
Piershale Financial Group
Barrington,
Illinois
|
–
|
-$3.99M
|
-317,176
|
Closed
|
|
|
75
|
GFS Advisors
Houston,
Texas
|
–
|
-$3.41M
|
-271,200
|
Closed
|
|
