|
51
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$75K
|
+$81
|
+2
|
+0.1%
|
|
|
52
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$74.6K
|
–
|
–
|
–
|
|
|
53
|
AllSquare Wealth Management
Albany,
New York
|
$59K
|
–
|
–
|
–
|
|
|
54
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$50K
|
+$49.9K
|
+1,234
|
New
|
|
|
55
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$35K
|
+$40
|
+1
|
+0.1%
|
|
|
56
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$10K
|
+$10.1K
|
+250
|
New
|
|
|
57
|
Steward Partners Investment Advisory
New York
|
$9.59K
|
–
|
–
|
–
|
|
|
58
|
IMA Advisory Services
Denver,
Colorado
|
$9K
|
+$9.07K
|
+224
|
New
|
|
|
59
|
Annapolis Financial Services
Annapolis,
Maryland
|
$6K
|
–
|
–
|
–
|
|
|
60
|
Blue Sky Asset Management
Greenwood Village,
Colorado
|
–
|
-$2.23M
|
-54,975
|
Closed
|
|
|
61
|
Citizens Business Bank
Ontario,
California
|
–
|
-$448K
|
-11,075
|
Closed
|
|
|
62
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
–
|
-$409K
|
-10,111
|
Closed
|
|
|
63
|
Mutual Advisors
Omaha,
Nebraska
|
–
|
-$335K
|
-8,276
|
Closed
|
|
|
64
|
Western Wealth Management
Golden,
Colorado
|
–
|
-$298K
|
-7,368
|
Closed
|
|
|
65
|
Freestone Capital Holdings
Seattle,
Washington
|
–
|
-$131K
|
-3,229
|
Closed
|
|
|
66
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
–
|
-$59K
|
-1,460
|
Closed
|
|
|
67
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
–
|
-$49K
|
-1,220
|
Closed
|
|
|
68
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$13K
|
-321
|
Closed
|
|
|
69
|
Wells Fargo
San Francisco,
California
|
–
|
+$40
|
+1
|
New
|
|
|
70
|
|
–
|
+$162
|
+4
|
New
|
|
