|
51
|
Global Retirement Partners
San Rafael,
California
|
$224K
|
+$226K
|
+10,100
|
New
|
|
|
52
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$222K
|
–
|
–
|
–
|
|
|
53
|
Essex Savings Bank
Essex,
Connecticut
|
$219K
|
+$220K
|
+9,850
|
New
|
|
|
54
|
D.A. Davidson & Co
Great Falls,
Montana
|
$211K
|
+$213K
|
+9,514
|
New
|
|
|
55
|
Stephens Inc
Little Rock,
Arkansas
|
$203K
|
+$205K
|
+9,156
|
New
|
|
|
56
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$198K
|
-$252K
|
-11,246
|
-56%
|
|
|
57
|
Steward Partners Investment Advisory
New York
|
$142K
|
+$11.5K
|
+515
|
+9%
|
|
|
58
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$103K
|
+$104K
|
+4,630
|
New
|
|
|
59
|
NewEdge Advisors
New Orleans,
Louisiana
|
$99.2K
|
+$1.25K
|
+56
|
+1%
|
|
|
60
|
Advisornet Financial
Minnetonka,
Minnesota
|
$86.6K
|
–
|
–
|
–
|
|
|
61
|
|
$75K
|
+$75.6K
|
+3,379
|
New
|
|
|
62
|
Private Trust Company
Cleveland,
Ohio
|
$33.3K
|
+$6.71K
|
+300
|
+25%
|
|
|
63
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$24K
|
+$425
|
+19
|
+2%
|
|
|
64
|
Bogart Wealth LLC
Mclean,
Virginia
|
$18.6K
|
+$336
|
+15
|
+2%
|
|
|
65
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$16.4K
|
+$16.6K
|
+740
|
New
|
|
|
66
|
Harbour Investments
Madison,
Wisconsin
|
$13.3K
|
–
|
–
|
–
|
|
|
67
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$12.2K
|
+$12.3K
|
+549
|
New
|
|
|
68
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.15K
|
+$1.16K
|
+52
|
New
|
|
|
69
|
SJS Investment Consulting
Sylvania,
Ohio
|
$939
|
–
|
–
|
–
|
|
|
70
|
Wells Fargo
San Francisco,
California
|
$22
|
–
|
–
|
–
|
|
|
71
|
4J Wealth Management
Alexandria,
Virginia
|
–
|
-$2.15M
|
-95,981
|
Closed
|
|
|
72
|
Mariner
Overland Park,
Kansas
|
–
|
-$896K
|
-40,071
|
Closed
|
|
|
73
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
–
|
-$308K
|
-13,765
|
Closed
|
|
|
74
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
–
|
-$251K
|
-11,243
|
Closed
|
|
|
75
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
–
|
-$220K
|
-9,858
|
Closed
|
|
