|
51
|
Personal CFO Solutions
Chester,
New Jersey
|
$296K
|
–
|
–
|
–
|
|
|
52
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$295K
|
–
|
–
|
–
|
|
|
53
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$266K
|
–
|
–
|
–
|
|
|
54
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$260K
|
+$244K
|
+8,342
|
New
|
|
|
55
|
Partnervest Advisory Services
Santa Barbara,
California
|
$226K
|
+$212K
|
+7,245
|
New
|
|
|
56
|
Montecito Bank & Trust
Santa Barbara,
California
|
$207K
|
+$195K
|
+6,643
|
New
|
|
|
57
|
Belpointe Asset Management
Reno,
Nevada
|
$114K
|
–
|
–
|
–
|
|
|
58
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$87K
|
–
|
–
|
–
|
|
|
59
|
Advisornet Financial
Minnetonka,
Minnesota
|
$53K
|
+$50.1K
|
+1,710
|
New
|
|
|
60
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$18.7K
|
+$17.6K
|
+600
|
New
|
|
|
61
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$17K
|
+$15.6K
|
+533
|
New
|
|
|
62
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$9.18K
|
+$2.75K
|
+94
|
+47%
|
|
|
63
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$5K
|
+$4.39K
|
+150
|
New
|
|
|
64
|
Cordasco Financial Network
Naples,
Florida
|
$4K
|
–
|
–
|
–
|
|
|
65
|
Advisory Services Network
Atlanta,
Georgia
|
$3K
|
–
|
–
|
–
|
|
|
66
|
Fidelity Investments
Boston,
Massachusetts
|
$2K
|
-$176
|
-6
|
-10%
|
|
|
67
|
Creative Financial Designs
Kokomo,
Indiana
|
$2K
|
–
|
–
|
–
|
|
|
68
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1K
|
+$1.08K
|
+37
|
New
|
|
|
69
|
Citadel Advisors
Miami,
Florida
|
–
|
-$6.95M
|
-251,180
|
Closed
|
|
|
70
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$296K
|
-10,711
|
Closed
|
|
|
71
|
Simplicity Solutions
Minneapolis,
Minnesota
|
–
|
-$296K
|
-10,700
|
Closed
|
|
|
72
|
Two Sigma Securities
New York
|
–
|
-$205K
|
-7,397
|
Closed
|
|
|
73
|
First Allied Advisory Services
San Diego,
California
|
–
|
-$53K
|
-1,924
|
Closed
|
|
|
74
|
Golden State Wealth Management
Santa Ana,
California
|
–
|
-$25K
|
-914
|
Closed
|
|
|
75
|
US Bancorp
Minneapolis,
Minnesota
|
–
|
-$12K
|
-434
|
Closed
|
|
