|
51
|
Strategic Blueprint
Atlanta,
Georgia
|
$275K
|
–
|
–
|
–
|
|
|
52
|
Moseley Investment Management
Bradenton,
Florida
|
$261K
|
-$271K
|
-3,568
|
-50%
|
|
|
53
|
Allworth Financial
Folsom,
California
|
$257K
|
-$54.5K
|
-717
|
-17%
|
|
|
54
|
Wells Fargo
San Francisco,
California
|
$257K
|
-$8.13K
|
-107
|
-3%
|
|
|
55
|
Raymond James & Associates
St Petersburg,
Florida
|
$237K
|
+$532
|
+7
|
+0.2%
|
|
|
56
|
Essex Savings Bank
Essex,
Connecticut
|
$236K
|
+$5.17K
|
+68
|
+2%
|
|
|
57
|
UBS Group
Zurich,
Switzerland
|
$228K
|
+$224K
|
+2,946
|
+2,266%
|
|
|
58
|
IFP Advisors
Tampa,
Florida
|
$216K
|
+$912
|
+12
|
+0.4%
|
|
|
59
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$203K
|
+$3.27K
|
+43
|
+2%
|
|
|
60
|
S.A. Mason
Holland,
Michigan
|
$91K
|
–
|
–
|
–
|
|
|
61
|
HM Payson & Co
Portland,
Maine
|
$70K
|
–
|
–
|
–
|
|
|
62
|
US Bancorp
Minneapolis,
Minnesota
|
$60K
|
–
|
–
|
–
|
|
|
63
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$59K
|
+$15.2K
|
+200
|
+33%
|
|
|
64
|
Avior Wealth Management
Omaha,
Nebraska
|
$58K
|
–
|
–
|
–
|
|
|
65
|
|
$31K
|
+$26.2K
|
+345
|
+515%
|
|
|
66
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$22K
|
–
|
–
|
–
|
|
|
67
|
Rise Advisors
Rochester,
New York
|
$12K
|
–
|
–
|
–
|
|
|
68
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$11K
|
–
|
–
|
–
|
|
|
69
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$6K
|
–
|
–
|
–
|
|
|
70
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5K
|
-$246K
|
-3,239
|
-98%
|
|
|
71
|
Rockefeller Capital Management
New York
|
$5K
|
-$36.7K
|
-483
|
-88%
|
|
|
72
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$4K
|
-$1.52K
|
-20
|
-29%
|
|
|
73
|
Glassman Wealth Services
Vienna,
Virginia
|
$1K
|
+$532
|
+7
|
New
|
|
|
74
|
Truist Financial
Charlotte,
North Carolina
|
–
|
-$1.89M
|
-24,072
|
Closed
|
|
|
75
|
Retirement Capital Strategies
San Jose,
California
|
–
|
-$1.73M
|
-22,077
|
Closed
|
|
