|
76
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$254K
|
-$55K
|
-2,100
|
-20%
|
|
|
77
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
$238K
|
-$214K
|
-8,175
|
-50%
|
|
|
78
|
Private Trust Company
Cleveland,
Ohio
|
$226K
|
–
|
–
|
–
|
|
|
79
|
International Assets Investment Management
Orlando,
Florida
|
$222K
|
+$200K
|
+7,630
|
New
|
|
|
80
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$221K
|
+$198K
|
+7,580
|
New
|
|
|
81
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$216K
|
+$194K
|
+7,402
|
New
|
|
|
82
|
Marquette Associates
Chicago,
Illinois
|
$212K
|
+$191K
|
+7,292
|
New
|
|
|
83
|
Frisch Financial Group
Melville,
New York
|
$201K
|
+$180K
|
+6,890
|
New
|
|
|
84
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$95.5K
|
+$11.9K
|
+454
|
+16%
|
|
|
85
|
IFP Advisors
Tampa,
Florida
|
$74K
|
–
|
–
|
–
|
|
|
86
|
Advisornet Financial
Minnetonka,
Minnesota
|
$30.9K
|
-$3.85K
|
-147
|
-12%
|
|
|
87
|
BankPlus Trust Department
Jackson,
Mississippi
|
$27.6K
|
–
|
–
|
–
|
|
|
88
|
|
$25.9K
|
–
|
–
|
–
|
|
|
89
|
Global Retirement Partners
San Rafael,
California
|
$24.6K
|
+$22.1K
|
+843
|
New
|
|
|
90
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$20.4K
|
–
|
–
|
–
|
|
|
91
|
Jones Financial Companies
Des Peres,
Missouri
|
$15.9K
|
+$14.4K
|
+550
|
New
|
|
|
92
|
Creative Financial Designs
Kokomo,
Indiana
|
$11.1K
|
+$10K
|
+382
|
New
|
|
|
93
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$6.09K
|
–
|
–
|
–
|
|
|
94
|
SFG Wealth Management
Towson,
Maryland
|
–
|
-$1.1M
|
-44,761
|
Closed
|
|
|
95
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$648K
|
-26,455
|
Closed
|
|
|
96
|
Citadel Advisors
Miami,
Florida
|
–
|
-$567K
|
-23,147
|
Closed
|
|
|
97
|
Bank of New York Mellon
New York
|
–
|
-$360K
|
-14,707
|
Closed
|
|
|
98
|
Northwest Financial Advisors
Herndon,
Virginia
|
–
|
-$300K
|
-12,230
|
Closed
|
|
