|
51
|
FWG Investments
Lexington,
Kentucky
|
$266K
|
-$665K
|
-6,589
|
-72%
|
|
|
52
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$262K
|
–
|
–
|
–
|
|
|
53
|
ABLE Financial Group
Scottsdale,
Arizona
|
$238K
|
+$238K
|
+2,354
|
New
|
|
|
54
|
UBS Group
Zurich,
Switzerland
|
$107K
|
+$79.2K
|
+784
|
+289%
|
|
|
55
|
Belpointe Asset Management
Reno,
Nevada
|
$62.3K
|
+$62.1K
|
+615
|
New
|
|
|
56
|
Coppell Advisory Solutions
Coppell,
Texas
|
$49.2K
|
–
|
–
|
–
|
|
|
57
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$40K
|
+$39.9K
|
+395
|
New
|
|
|
58
|
Pineridge Advisors
St. Charles,
Missouri
|
$37.8K
|
-$27.5K
|
-272
|
-42%
|
|
|
59
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.68K
|
+$6.66K
|
+66
|
New
|
|
|
60
|
Richard W. Paul & Associates
Novi,
Michigan
|
$4.9K
|
-$2.63K
|
-26
|
-35%
|
|
|
61
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
–
|
–
|
–
|
|
|
62
|
Bank of America
Charlotte,
North Carolina
|
$1.11K
|
+$1.11K
|
+11
|
New
|
|
|
63
|
Allworth Financial
Folsom,
California
|
$911
|
–
|
–
|
–
|
|
|
64
|
Fidelity Investments
Boston,
Massachusetts
|
$101
|
–
|
–
|
–
|
|
|
65
|
Trek Financial
Scottsdale,
Arizona
|
–
|
-$3.42M
|
-33,823
|
Closed
|
|
|
66
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$1.46M
|
-14,395
|
Closed
|
|
|
67
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$1.14M
|
-11,259
|
Closed
|
|
|
68
|
Hollencrest Capital Management
Newport Beach,
California
|
–
|
-$506K
|
-5,000
|
Closed
|
|
|
69
|
Slagle Financial
Edwardsville,
Illinois
|
–
|
-$270K
|
-2,672
|
Closed
|
|
|
70
|
Penserra Capital Management
Orinda,
California
|
–
|
-$8K
|
-79
|
Closed
|
|
|
71
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
–
|
-$4.85K
|
-48
|
Closed
|
|
