|
51
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$59K
|
–
|
–
|
–
|
|
|
52
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$47K
|
–
|
–
|
–
|
|
|
53
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$41K
|
-$20.3K
|
-410
|
-34%
|
|
|
54
|
WealthShield Partners
Cary,
North Carolina
|
$41K
|
+$39.2K
|
+790
|
New
|
|
|
55
|
SOA Wealth Advisors
New York
|
$27K
|
–
|
–
|
–
|
|
|
56
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$25K
|
+$23.9K
|
+482
|
New
|
|
|
57
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$24K
|
+$22.7K
|
+458
|
New
|
|
|
58
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$23K
|
+$22.4K
|
+452
|
New
|
|
|
59
|
PGIM Custom Harvest
Newark,
New Jersey
|
$22K
|
–
|
–
|
–
|
|
|
60
|
US Bancorp
Minneapolis,
Minnesota
|
$22K
|
–
|
–
|
–
|
|
|
61
|
Spire Wealth Management
Mclean,
Virginia
|
$16K
|
+$14.9K
|
+300
|
New
|
|
|
62
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$14K
|
–
|
–
|
–
|
|
|
63
|
|
$11K
|
-$19.7K
|
-398
|
-65%
|
|
|
64
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$9K
|
–
|
–
|
–
|
|
|
65
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$7K
|
+$1.98K
|
+40
|
+42%
|
|
|
66
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$6K
|
–
|
–
|
–
|
|
|
67
|
Fidelity Investments
Boston,
Massachusetts
|
$6K
|
+$99
|
+2
|
+2%
|
|
|
68
|
Rockbridge Investment Management
Syracuse,
New York
|
$2K
|
-$29.6K
|
-596
|
-95%
|
|
|
69
|
Global Retirement Partners
San Rafael,
California
|
$2K
|
–
|
–
|
–
|
|
|
70
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$1.84K
|
+$1.78K
|
+36
|
New
|
|
|
71
|
Focus Financial Network
Minneapolis,
Minnesota
|
–
|
-$1.18M
|
-23,504
|
Closed
|
|
|
72
|
Flow Traders U.S.
New York
|
–
|
-$813K
|
-16,252
|
Closed
|
|
|
73
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$606K
|
-12,310
|
Closed
|
|
|
74
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
–
|
-$372K
|
-7,440
|
Closed
|
|
|
75
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
–
|
-$219K
|
-4,370
|
Closed
|
|
