|
51
|
NewEdge Advisors
New Orleans,
Louisiana
|
$454K
|
+$454K
|
+9,085
|
New
|
|
|
52
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$451K
|
–
|
–
|
–
|
|
|
53
|
Private Trust Company
Cleveland,
Ohio
|
$388K
|
-$3.85K
|
-77
|
-1%
|
|
|
54
|
Stifel Financial
St. Louis,
Missouri
|
$383K
|
+$450
|
+9
|
+0.1%
|
|
|
55
|
Flow Traders U.S.
New York
|
$382K
|
+$382K
|
+7,635
|
New
|
|
|
56
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$381K
|
+$381K
|
+7,615
|
New
|
|
|
57
|
CRA Financial Services
Northfield,
New Jersey
|
$359K
|
-$32K
|
-640
|
-8%
|
|
|
58
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$286K
|
+$71.5K
|
+1,430
|
+33%
|
|
|
59
|
Regimen Wealth
Atlanta,
Georgia
|
$268K
|
+$1.95K
|
+39
|
+0.7%
|
|
|
60
|
Firestone Capital Management
Coral Gables,
Florida
|
$261K
|
–
|
–
|
–
|
|
|
61
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$254K
|
-$48K
|
-960
|
-16%
|
|
|
62
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$234K
|
-$5.25K
|
-105
|
-2%
|
|
|
63
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$227K
|
–
|
–
|
–
|
|
|
64
|
Investment Advisory Group
Hanover,
Massachusetts
|
$200K
|
–
|
–
|
–
|
|
|
65
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$172K
|
–
|
–
|
–
|
|
|
66
|
UBS Group
Zurich,
Switzerland
|
$48.9K
|
+$39.1K
|
+782
|
+401%
|
|
|
67
|
Caldwell Trust
Venice,
Florida
|
$38.5K
|
–
|
–
|
–
|
|
|
68
|
Tower Research Capital (TRC)
New York
|
$30K
|
+$30K
|
+600
|
New
|
|
|
69
|
AssetMark Inc
Concord,
California
|
$23.1K
|
+$2.45K
|
+49
|
+12%
|
|
|
70
|
Geneos Wealth Management
Englewood,
Colorado
|
$11.8K
|
–
|
–
|
–
|
|
|
71
|
Blue Trust Inc
Alpharetta,
Georgia
|
$11K
|
–
|
–
|
–
|
|
|
72
|
SignatureFD
Atlanta,
Georgia
|
$534
|
+$550
|
+11
|
New
|
|
|
73
|
Wells Fargo
San Francisco,
California
|
$32
|
+$50
|
+1
|
New
|
|
|
74
|
FAS Wealth Partners
Leawood,
Kansas
|
–
|
-$1.94M
|
-38,494
|
Closed
|
|
|
75
|
Landmark Wealth Management (New York)
Melville,
New York
|
–
|
-$1.88M
|
-37,265
|
Closed
|
|
