|
51
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$158K
|
+$149K
|
+5,000
|
New
|
|
|
52
|
Geneos Wealth Management
Englewood,
Colorado
|
$132K
|
+$29K
|
+975
|
+35%
|
|
|
53
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$130K
|
–
|
–
|
–
|
|
|
54
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$120K
|
–
|
–
|
–
|
|
|
55
|
Tower Research Capital (TRC)
New York
|
$115K
|
-$586K
|
-19,715
|
-84%
|
|
|
56
|
Tradewinds Capital Management
Bellingham,
Washington
|
$92K
|
-$15.9K
|
-535
|
-16%
|
|
|
57
|
SOA Wealth Advisors
New York
|
$88K
|
+$81.9K
|
+2,755
|
New
|
|
|
58
|
|
$73K
|
–
|
–
|
–
|
|
|
59
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$68.9K
|
+$10.6K
|
+355
|
+19%
|
|
|
60
|
Parallel Advisors
San Francisco,
California
|
$41K
|
-$19.3K
|
-650
|
-33%
|
|
|
61
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$41K
|
+$4.61K
|
+155
|
+13%
|
|
|
62
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$29K
|
–
|
–
|
–
|
|
|
63
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$28K
|
–
|
–
|
–
|
|
|
64
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$28K
|
+$26.3K
|
+885
|
New
|
|
|
65
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$26K
|
–
|
–
|
–
|
|
|
66
|
Fidelity Investments
Boston,
Massachusetts
|
$26K
|
+$5.35K
|
+180
|
+28%
|
|
|
67
|
SignatureFD
Atlanta,
Georgia
|
$24K
|
–
|
–
|
–
|
|
|
68
|
Advisory Services Network
Atlanta,
Georgia
|
$17K
|
-$10.4K
|
-350
|
-39%
|
|
|
69
|
Bison Wealth
Atlanta,
Georgia
|
$16K
|
–
|
–
|
–
|
|
|
70
|
US Bancorp
Minneapolis,
Minnesota
|
$8K
|
–
|
–
|
–
|
|
|
71
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$4K
|
+$4.16K
|
+140
|
New
|
|
|
72
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$3K
|
+$2.38K
|
+80
|
New
|
|
|
73
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$3K
|
+$3.27K
|
+110
|
New
|
|
|
74
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$2.07M
|
-76,770
|
Closed
|
|
|
75
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
–
|
-$278K
|
-10,310
|
Closed
|
|
