|
51
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$47.6K
|
+$5.87K
|
+89
|
+14%
|
|
|
52
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$42.9K
|
+$1.78K
|
+27
|
+5%
|
|
|
53
|
Valued Wealth Advisors
Holladay,
Utah
|
$37.1K
|
-$16.8K
|
-254
|
-32%
|
|
|
54
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$29.2K
|
+$3.17K
|
+48
|
+13%
|
|
|
55
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$28.8K
|
+$10.8K
|
+163
|
+65%
|
|
|
56
|
Osaic Holdings
Scottsdale,
Arizona
|
$23.1K
|
+$17.6K
|
+266
|
+409%
|
|
|
57
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$22.1K
|
+$7.13K
|
+108
|
+52%
|
|
|
58
|
CVA Family Office
Denver,
Colorado
|
$21.5K
|
–
|
–
|
–
|
|
|
59
|
Private Wealth Management Group
Princeton,
New Jersey
|
$20.9K
|
–
|
–
|
–
|
|
|
60
|
Blue Trust Inc
Alpharetta,
Georgia
|
$20K
|
+$18.9K
|
+287
|
New
|
|
|
61
|
Continuum Advisory
Eagle,
Idaho
|
$6.25K
|
+$5.94K
|
+90
|
New
|
|
|
62
|
Janiczek Wealth Management
Denver,
Colorado
|
$5.38K
|
+$5.08K
|
+77
|
New
|
|
|
63
|
SJS Investment Consulting
Sylvania,
Ohio
|
$1.33K
|
+$198
|
+3
|
+19%
|
|
|
64
|
Fidelity Investments
Boston,
Massachusetts
|
$70
|
+$66
|
+1
|
New
|
|
|
65
|
Corient Private Wealth
Miami,
Florida
|
–
|
-$2.05M
|
-31,642
|
Closed
|
|
|
66
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
–
|
-$754K
|
-11,643
|
Closed
|
|
|
67
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
–
|
-$41.2K
|
-637
|
Closed
|
|
