|
51
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$19.7K
|
–
|
–
|
–
|
|
|
52
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$17.6K
|
–
|
–
|
–
|
|
|
53
|
|
$7.76K
|
+$8.55K
|
+375
|
New
|
|
|
54
|
Focused Wealth Management
Newburgh,
New York
|
$6.36K
|
+$2.1K
|
+92
|
+43%
|
|
|
55
|
Global Retirement Partners
San Rafael,
California
|
$5.97K
|
–
|
–
|
–
|
|
|
56
|
Geneos Wealth Management
Englewood,
Colorado
|
$4.34K
|
–
|
–
|
–
|
|
|
57
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$3.62K
|
–
|
–
|
–
|
|
|
58
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$3.48K
|
+$3.83K
|
+168
|
New
|
|
|
59
|
Fidelity Investments
Boston,
Massachusetts
|
$3.15K
|
-$29.1K
|
-1,277
|
-89%
|
|
|
60
|
Cutler Group
San Francisco,
California
|
$2K
|
+$2.28K
|
+100
|
New
|
|
|
61
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$1.59K
|
–
|
–
|
–
|
|
|
62
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$1.57K
|
–
|
–
|
–
|
|
|
63
|
IFP Advisors
Tampa,
Florida
|
$932
|
-$66.2K
|
-2,903
|
-98%
|
|
|
64
|
Clearstead Advisors
Cleveland,
Ohio
|
$518
|
–
|
–
|
–
|
|
|
65
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$331
|
-$131K
|
-5,753
|
-100%
|
|
|
66
|
|
–
|
-$2.9M
|
-124,316
|
Closed
|
|
|
67
|
Veritable
Wilmington,
Delaware
|
–
|
-$1.19M
|
-51,005
|
Closed
|
|
|
68
|
Citadel Advisors
Miami,
Florida
|
–
|
-$606K
|
-26,574
|
Closed
|
|
|
69
|
Bard Financial Services
Branford,
Connecticut
|
–
|
-$559K
|
-24,000
|
Closed
|
|
|
70
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$508K
|
-21,781
|
Closed
|
|
|
71
|
|
–
|
-$441K
|
-18,966
|
Closed
|
|
|
72
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
–
|
-$358K
|
-15,360
|
Closed
|
|
|
73
|
Red Door Wealth Management
Memphis,
Tennessee
|
–
|
-$269K
|
-11,535
|
Closed
|
|
|
74
|
Evoke Wealth
Los Angeles,
California
|
–
|
-$256K
|
-10,984
|
Closed
|
|
|
75
|
Stifel Financial
St. Louis,
Missouri
|
–
|
-$225K
|
-9,639
|
Closed
|
|
