|
51
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$423K
|
+$424K
|
+10,500
|
New
|
|
|
52
|
Catalyst Private Wealth
San Mateo,
California
|
$403K
|
–
|
–
|
–
|
|
|
53
|
Envestnet Asset Management
Chicago,
Illinois
|
$384K
|
-$738K
|
-18,285
|
-66%
|
|
|
54
|
American Portfolios Advisors
Holbrook,
New York
|
$357K
|
+$206K
|
+5,098
|
+136%
|
|
|
55
|
True North Advisors
Dallas,
Texas
|
$332K
|
–
|
–
|
–
|
|
|
56
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$323K
|
–
|
–
|
–
|
|
|
57
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$305K
|
–
|
–
|
–
|
|
|
58
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$298K
|
+$299K
|
+7,401
|
New
|
|
|
59
|
Winch Advisory Services
Appleton,
Wisconsin
|
$295K
|
+$444
|
+11
|
+0.2%
|
|
|
60
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$291K
|
+$3.15K
|
+78
|
+1%
|
|
|
61
|
LifePro Asset Management
San Diego,
California
|
$273K
|
+$33K
|
+818
|
+14%
|
|
|
62
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$258K
|
-$1.21M
|
-29,977
|
-82%
|
|
|
63
|
Private Advisor Group
Morristown,
New Jersey
|
$255K
|
-$753K
|
-18,652
|
-75%
|
|
|
64
|
Journey Advisory Group
Covington,
Kentucky
|
$225K
|
-$68.4K
|
-1,694
|
-23%
|
|
|
65
|
Citizens Business Bank
Ontario,
California
|
$214K
|
+$214K
|
+5,310
|
New
|
|
|
66
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$213K
|
+$214K
|
+5,290
|
New
|
|
|
67
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$211K
|
–
|
–
|
–
|
|
|
68
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$207K
|
–
|
–
|
–
|
|
|
69
|
Harbour Investments
Madison,
Wisconsin
|
$175K
|
-$1.95M
|
-48,304
|
-92%
|
|
|
70
|
Huntington National Bank
Columbus,
Ohio
|
$169K
|
–
|
–
|
–
|
|
|
71
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$90K
|
–
|
–
|
–
|
|
|
72
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$77K
|
+$161
|
+4
|
+0.2%
|
|
|
73
|
Koshinski Asset Management
Decatur,
Illinois
|
$71.5K
|
-$59.1K
|
-1,463
|
-45%
|
|
|
74
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$35K
|
+$40
|
+1
|
+0.1%
|
|
|
75
|
Next Financial Group
Houston,
Texas
|
$12K
|
–
|
–
|
–
|
|
