|
51
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$260K
|
-$8.38M
|
-87,286
|
-97%
|
|
|
52
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$246K
|
+$237K
|
+2,472
|
New
|
|
|
53
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$239K
|
–
|
–
|
–
|
|
|
54
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$219K
|
–
|
–
|
–
|
|
|
55
|
Bank of America
Charlotte,
North Carolina
|
$218K
|
-$182K
|
-1,900
|
-46%
|
|
|
56
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$216K
|
–
|
–
|
–
|
|
|
57
|
IFP Advisors
Tampa,
Florida
|
$108K
|
–
|
–
|
–
|
|
|
58
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$94.1K
|
–
|
–
|
–
|
|
|
59
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$81.2K
|
-$39.7K
|
-414
|
-34%
|
|
|
60
|
True Wealth Design
Akron,
Ohio
|
$42.4K
|
–
|
–
|
–
|
|
|
61
|
|
$36.4K
|
+$34.3K
|
+357
|
+4,463%
|
|
|
62
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$21K
|
–
|
–
|
–
|
|
|
63
|
Harbour Investments
Madison,
Wisconsin
|
$20.7K
|
+$192
|
+2
|
+1%
|
|
|
64
|
Private Trust Company
Cleveland,
Ohio
|
$14.9K
|
+$9.6K
|
+100
|
+200%
|
|
|
65
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$11.1K
|
-$45.6K
|
-475
|
-82%
|
|
|
66
|
Gradient Investments
Arden Hills,
Minnesota
|
$204
|
–
|
–
|
–
|
|
|
67
|
Fidelity Investments
Boston,
Massachusetts
|
$100
|
+$96
|
+1
|
New
|
|
|
68
|
Wells Fargo
San Francisco,
California
|
$61
|
+$96
|
+1
|
New
|
|
|
69
|
Great Lakes Retirement
Sandusky,
Ohio
|
–
|
-$9.94M
|
-102,525
|
Closed
|
|
|
70
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
–
|
-$1.15M
|
-12,089
|
Closed
|
|
|
71
|
Raymond James & Associates
St Petersburg,
Florida
|
–
|
-$732K
|
-7,545
|
Closed
|
|
|
72
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
–
|
-$384K
|
-3,958
|
Closed
|
|
|
73
|
Melfa Wealth Management
Westborough,
Massachusetts
|
–
|
-$256K
|
-2,636
|
Closed
|
|
|
74
|
RFP Financial Group
Atlanta,
Georgia
|
–
|
-$107K
|
-1,101
|
Closed
|
|
|
75
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
–
|
-$44.9K
|
-463
|
Closed
|
|
