|
51
|
Oppenheimer & Co
New York
|
$310K
|
+$315K
|
+15,828
|
New
|
|
|
52
|
HUB Investment Partners
Austin,
Texas
|
$310K
|
–
|
–
|
–
|
|
|
53
|
Napa Wealth Management
Napa,
California
|
$292K
|
+$297K
|
+14,913
|
New
|
|
|
54
|
BlackDiamond Wealth Management
New York
|
$290K
|
-$4.87K
|
-245
|
-2%
|
|
|
55
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$265K
|
-$3.32K
|
-167
|
-1%
|
|
|
56
|
Mutual Advisors
Omaha,
Nebraska
|
$252K
|
+$254K
|
+12,773
|
New
|
|
|
57
|
IPG Investment Advisors
San Diego,
California
|
$239K
|
+$37.9K
|
+1,903
|
+18%
|
|
|
58
|
Raymond James & Associates
St Petersburg,
Florida
|
$221K
|
+$224K
|
+11,267
|
New
|
|
|
59
|
|
$162K
|
-$1.53M
|
-76,864
|
-90%
|
|
|
60
|
Comerica Bank
Dallas,
Texas
|
$119K
|
+$121K
|
+6,088
|
New
|
|
|
61
|
Steward Partners Investment Advisory
New York
|
$78.2K
|
+$40
|
+2
|
+0.1%
|
|
|
62
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$73.5K
|
–
|
–
|
–
|
|
|
63
|
VisionPoint Advisory Group
Dallas,
Texas
|
$54.7K
|
-$60
|
-3
|
-0.1%
|
|
|
64
|
WFA of San Diego
San Diego,
California
|
$43.8K
|
+$915
|
+46
|
+2%
|
|
|
65
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$19K
|
-$4.83K
|
-243
|
-19%
|
|
|
66
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$16.4K
|
-$15.7K
|
-788
|
-48%
|
|
|
67
|
Global Retirement Partners
San Rafael,
California
|
$8.06K
|
+$4.2K
|
+211
|
+106%
|
|
|
68
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$7.27K
|
+$7.38K
|
+371
|
New
|
|
|
69
|
Private Trust Company
Cleveland,
Ohio
|
$3.94K
|
+$4K
|
+201
|
New
|
|
|
70
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.7K
|
–
|
–
|
–
|
|
|
71
|
Harbour Investments
Madison,
Wisconsin
|
$1.14K
|
–
|
–
|
–
|
|
|
72
|
Creekmur Asset Management
Morton,
Illinois
|
$9
|
–
|
–
|
–
|
|
|
73
|
Wells Fargo
San Francisco,
California
|
$8
|
–
|
–
|
–
|
|
|
74
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$4.26M
|
-215,885
|
Closed
|
|
|
75
|
Cedar Wealth Management
Walnut Creek,
California
|
–
|
-$1.16M
|
-58,914
|
Closed
|
|
