|
51
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$210K
|
+$8.99K
|
+65
|
+4%
|
|
|
52
|
Sargent Investment Group
Bethesda,
Maryland
|
$203K
|
-$46.3K
|
-335
|
-16%
|
|
|
53
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$151K
|
–
|
–
|
–
|
|
|
54
|
Belpointe Asset Management
Reno,
Nevada
|
$130K
|
–
|
–
|
–
|
|
|
55
|
Firestone Capital Management
Coral Gables,
Florida
|
$124K
|
+$149K
|
+1,080
|
New
|
|
|
56
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$110K
|
–
|
–
|
–
|
|
|
57
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$77K
|
–
|
–
|
–
|
|
|
58
|
Asset Dedication LLC
San Francisco,
California
|
$70K
|
–
|
–
|
–
|
|
|
59
|
Howe & Rusling
Rochester,
New York
|
$54K
|
+$65.3K
|
+472
|
New
|
|
|
60
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$43K
|
+$138
|
+1
|
+0.3%
|
|
|
61
|
|
$28K
|
-$783K
|
-5,660
|
-96%
|
|
|
62
|
Geneos Wealth Management
Englewood,
Colorado
|
$26K
|
–
|
–
|
–
|
|
|
63
|
Rockefeller Capital Management
New York
|
$26K
|
+$138
|
+1
|
+0.5%
|
|
|
64
|
Next Financial Group
Houston,
Texas
|
$20K
|
–
|
–
|
–
|
|
|
65
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$20K
|
–
|
–
|
–
|
|
|
66
|
Global Retirement Partners
San Rafael,
California
|
$12K
|
–
|
–
|
–
|
|
|
67
|
Huntington National Bank
Columbus,
Ohio
|
$9K
|
–
|
–
|
–
|
|
|
68
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$9K
|
–
|
–
|
–
|
|
|
69
|
Fidelity Investments
Boston,
Massachusetts
|
$7K
|
-$939K
|
-6,787
|
-99%
|
|
|
70
|
|
$5K
|
–
|
–
|
–
|
|
|
71
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$5K
|
–
|
–
|
–
|
|
|
72
|
Private Ocean
San Rafael,
California
|
$2K
|
+$2.77K
|
+20
|
New
|
|
|
73
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
–
|
-$2.56M
|
-17,497
|
Closed
|
|
|
74
|
Krilogy Financial
St. Louis,
Missouri
|
–
|
-$644K
|
-4,399
|
Closed
|
|
|
75
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
–
|
-$287K
|
-1,959
|
Closed
|
|
