|
51
|
Formidable Asset Management
Cincinnati,
Ohio
|
$214K
|
+$202K
|
+10,600
|
New
|
|
|
52
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$154K
|
+$1.26K
|
+66
|
+0.9%
|
|
|
53
|
Geneos Wealth Management
Englewood,
Colorado
|
$140K
|
+$40.4K
|
+2,115
|
+48%
|
|
|
54
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$79K
|
+$191
|
+10
|
+0.3%
|
|
|
55
|
Rockefeller Capital Management
New York
|
$71K
|
+$19.1K
|
+1,000
|
+40%
|
|
|
56
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$60K
|
+$22K
|
+1,150
|
+65%
|
|
|
57
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$51K
|
+$47.8K
|
+2,500
|
New
|
|
|
58
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$41K
|
–
|
–
|
–
|
|
|
59
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$35K
|
–
|
–
|
–
|
|
|
60
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$33K
|
+$573
|
+30
|
+2%
|
|
|
61
|
|
$23K
|
–
|
–
|
–
|
|
|
62
|
FNY Investment Advisers
New York
|
$19K
|
+$18.3K
|
+960
|
New
|
|
|
63
|
Gradient Investments
Arden Hills,
Minnesota
|
$18K
|
–
|
–
|
–
|
|
|
64
|
Delta Asset Management
Memphis,
Tennessee
|
$14K
|
–
|
–
|
–
|
|
|
65
|
American Portfolios Advisors
Holbrook,
New York
|
$5.09K
|
–
|
–
|
–
|
|
|
66
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$4K
|
+$57
|
+3
|
+2%
|
|
|
67
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$1.28M
|
-69,235
|
Closed
|
|
|
68
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$363K
|
-20,350
|
Closed
|
|
|
69
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
–
|
-$225K
|
-12,490
|
Closed
|
|
|
70
|
Claro Advisors
Boston,
Massachusetts
|
–
|
-$215K
|
-11,868
|
Closed
|
|
|
71
|
Chiron Capital Management
Tallahassee,
Florida
|
–
|
-$67K
|
-3,700
|
Closed
|
|
|
72
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
–
|
-$22K
|
-1,200
|
Closed
|
|
|
73
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
–
|
+$917
|
+48
|
New
|
|
