|
51
|
VisionPoint Advisory Group
Dallas,
Texas
|
$35K
|
–
|
–
|
–
|
|
|
52
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$30K
|
-$53.1K
|
-832
|
-65%
|
|
|
53
|
Geneos Wealth Management
Englewood,
Colorado
|
$25.9K
|
-$9.57K
|
-150
|
-27%
|
|
|
54
|
EPG Wealth Management
Atlanta,
Georgia
|
$25.9K
|
–
|
–
|
–
|
|
|
55
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$23.5K
|
+$25.5K
|
+400
|
New
|
|
|
56
|
North Star Investment Management
Chicago,
Illinois
|
$21.7K
|
–
|
–
|
–
|
|
|
57
|
ICA Group Wealth Management
Denver,
Colorado
|
$20.5K
|
+$6.06K
|
+95
|
+43%
|
|
|
58
|
Realta Investment Advisors
Wilmington,
Delaware
|
$19.5K
|
+$19.2K
|
+301
|
New
|
|
|
59
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$18K
|
–
|
–
|
–
|
|
|
60
|
Optimum Investment Advisors
Chicago,
Illinois
|
$16.2K
|
-$6.38K
|
-100
|
-29%
|
|
|
61
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$11.4K
|
+$64
|
+1
|
+0.6%
|
|
|
62
|
NBC Securities
Birmingham,
Alabama
|
$11K
|
–
|
–
|
–
|
|
|
63
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$8.55K
|
–
|
–
|
–
|
|
|
64
|
Sandy Spring Bank
Olney,
Maryland
|
$8.1K
|
–
|
–
|
–
|
|
|
65
|
Caitlin John
Brighton,
Michigan
|
$7.77K
|
–
|
–
|
–
|
|
|
66
|
Private Wealth Management Group
Princeton,
New Jersey
|
$4.92K
|
–
|
–
|
–
|
|
|
67
|
Steward Partners Investment Advisory
New York
|
$3.56K
|
–
|
–
|
–
|
|
|
68
|
Founders Capital Management (Texas)
Houston,
Texas
|
$3.24K
|
-$16K
|
-251
|
-83%
|
|
|
69
|
Key Financial Inc
West Chester,
Pennsylvania
|
$2.85K
|
–
|
–
|
–
|
|
|
70
|
Global Retirement Partners
San Rafael,
California
|
$2.53K
|
+$383
|
+6
|
+18%
|
|
|
71
|
Blue Trust Inc
Alpharetta,
Georgia
|
$2.01K
|
+$1.98K
|
+31
|
New
|
|
|
72
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$777
|
-$4.66K
|
-73
|
-86%
|
|
|
73
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$674
|
+$638
|
+10
|
New
|
|
|
74
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$648
|
–
|
–
|
–
|
|
|
75
|
CreativeOne Wealth
Overland Park,
Kansas
|
–
|
-$2.25M
|
-31,393
|
Closed
|
|
