|
51
|
Global Retirement Partners
San Rafael,
California
|
$363K
|
+$363K
|
+7,054
|
New
|
|
|
52
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$351K
|
–
|
–
|
–
|
|
|
53
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$343K
|
-$4.58K
|
-89
|
-1%
|
|
|
54
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$343K
|
+$178K
|
+3,470
|
+108%
|
|
|
55
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$329K
|
+$123K
|
+2,390
|
+60%
|
|
|
56
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$314K
|
–
|
–
|
–
|
|
|
57
|
Belpointe Asset Management
Reno,
Nevada
|
$297K
|
+$180K
|
+3,502
|
+154%
|
|
|
58
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$252K
|
–
|
–
|
–
|
|
|
59
|
Gray Wealth Management
Bangor,
Maine
|
$232K
|
-$23.1K
|
-450
|
-9%
|
|
|
60
|
Stifel Financial
St. Louis,
Missouri
|
$226K
|
–
|
–
|
–
|
|
|
61
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$209K
|
+$209K
|
+4,070
|
New
|
|
|
62
|
Wambolt & Associates
Littleton,
Colorado
|
$204K
|
–
|
–
|
–
|
|
|
63
|
Next Financial Group
Houston,
Texas
|
$168K
|
+$51
|
+1
|
+0%
|
|
|
64
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$151K
|
–
|
–
|
–
|
|
|
65
|
Harbour Investments
Madison,
Wisconsin
|
$133K
|
+$122K
|
+2,369
|
+1,133%
|
|
|
66
|
Clearview Wealth Advisors
Salem,
Oregon
|
$76K
|
+$75.6K
|
+1,470
|
New
|
|
|
67
|
Strategic Blueprint
Atlanta,
Georgia
|
$58K
|
+$57.9K
|
+1,125
|
New
|
|
|
68
|
SVB Wealth
Boston,
Massachusetts
|
$40K
|
–
|
–
|
–
|
|
|
69
|
American Portfolios Advisors
Holbrook,
New York
|
$38.9K
|
-$376K
|
-7,303
|
-91%
|
|
|
70
|
|
$31K
|
–
|
–
|
–
|
|
|
71
|
Covington Capital Management
Los Angeles,
California
|
$20K
|
–
|
–
|
–
|
|
|
72
|
Rockefeller Capital Management
New York
|
$15K
|
–
|
–
|
–
|
|
|
73
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$10K
|
-$12.6K
|
-245
|
-55%
|
|
|
74
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.9M
|
-36,988
|
Closed
|
|
|
75
|
Two Sigma Securities
New York
|
–
|
-$244K
|
-4,743
|
Closed
|
|
