|
51
|
Burton Enright Welch
Walnut Creek,
California
|
$224K
|
+$211K
|
+3,314
|
New
|
|
|
52
|
Axxcess Wealth Management
Carlsbad,
California
|
$206K
|
+$194K
|
+3,049
|
New
|
|
|
53
|
Addison Advisors
Middlebury,
Vermont
|
$205K
|
–
|
–
|
–
|
|
|
54
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$189K
|
–
|
–
|
–
|
|
|
55
|
Red Lighthouse Investment Management
New York
|
$168K
|
+$62.5K
|
+982
|
+65%
|
|
|
56
|
Orion Capital Management
Coronado,
California
|
$153K
|
-$7.26K
|
-114
|
-5%
|
|
|
57
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$121K
|
–
|
–
|
–
|
|
|
58
|
WealthCollab
Bellevue,
Washington
|
$98.6K
|
–
|
–
|
–
|
|
|
59
|
True Wealth Design
Akron,
Ohio
|
$92.8K
|
-$10.3K
|
-161
|
-10%
|
|
|
60
|
Parkworth Wealth Management
Los Gatos,
California
|
$68K
|
+$1.08K
|
+17
|
+2%
|
|
|
61
|
Asset Dedication LLC
San Francisco,
California
|
$44.7K
|
+$10.5K
|
+165
|
+33%
|
|
|
62
|
Signature Resources Capital Management
Newport Beach,
California
|
$39.1K
|
+$11.1K
|
+175
|
+43%
|
|
|
63
|
Elevation Wealth Partners
Santa Rosa,
California
|
$31.3K
|
+$382
|
+6
|
+1%
|
|
|
64
|
Curio Wealth
Annapolis,
Maryland
|
$17.8K
|
+$16.6K
|
+261
|
+13,050%
|
|
|
65
|
Fidelity Investments
Boston,
Massachusetts
|
$17.3K
|
-$2.36K
|
-37
|
-13%
|
|
|
66
|
Stephens Consulting
Flint,
Michigan
|
$12.4K
|
+$11.7K
|
+183
|
New
|
|
|
67
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.44K
|
-$39K
|
-612
|
-83%
|
|
|
68
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$2.5K
|
–
|
–
|
–
|
|
|
69
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$135
|
+$127
|
+2
|
New
|
|
|
70
|
Raymond James Financial
St Petersburg,
Florida
|
–
|
-$5.33M
|
-88,884
|
Closed
|
|
|
71
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.23M
|
-20,471
|
Closed
|
|
|
72
|
WealthShield Partners
Cary,
North Carolina
|
–
|
-$372K
|
-6,200
|
Closed
|
|
|
73
|
|
–
|
-$350K
|
-5,838
|
Closed
|
|
|
74
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$6K
|
-99
|
Closed
|
|
