|
51
|
Transform Wealth
Greenwood Village,
Colorado
|
$169K
|
–
|
–
|
–
|
|
|
52
|
SkyOak Wealth
Southfield,
Michigan
|
$168K
|
+$2.55K
|
+163
|
+2%
|
|
|
53
|
EWG Elevate
Roseville,
California
|
$161K
|
+$161K
|
+10,300
|
New
|
|
|
54
|
Golden State Wealth Management
Santa Ana,
California
|
$62.8K
|
+$595
|
+38
|
+1%
|
|
|
55
|
Principia Wealth Advisory
Dallas,
Texas
|
$61.5K
|
+$18.2K
|
+1,160
|
+41%
|
|
|
56
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$31.3K
|
–
|
–
|
–
|
|
|
57
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$28.1K
|
–
|
–
|
–
|
|
|
58
|
Morse Asset Management
Darien,
Connecticut
|
$26K
|
-$3.4K
|
-217
|
-12%
|
|
|
59
|
Steward Partners Investment Advisory
New York
|
$25.4K
|
-$9.05K
|
-578
|
-26%
|
|
|
60
|
|
$17K
|
+$17K
|
+1,088
|
New
|
|
|
61
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$16.6K
|
–
|
–
|
–
|
|
|
62
|
Fortitude Family Office
Scottsdale,
Arizona
|
$8.54K
|
+$188
|
+12
|
+2%
|
|
|
63
|
CoreCap Advisors
Southfield,
Michigan
|
$7.82K
|
–
|
–
|
–
|
|
|
64
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$7.08K
|
+$141
|
+9
|
+2%
|
|
|
65
|
NBC Securities
Birmingham,
Alabama
|
$6K
|
+$6.67K
|
+426
|
New
|
|
|
66
|
CX Institutional
Auburn,
Indiana
|
$5K
|
+$4.7K
|
+300
|
New
|
|
|
67
|
IFP Advisors
Tampa,
Florida
|
$2.44K
|
–
|
–
|
–
|
|
|
68
|
Spire Wealth Management
Mclean,
Virginia
|
$1.21K
|
–
|
–
|
–
|
|
|
69
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$16
|
–
|
–
|
–
|
|
|
70
|
Calamos Advisors
Naperville,
Illinois
|
–
|
-$371K
|
-23,911
|
Closed
|
|
|
71
|
|
–
|
-$227K
|
-14,694
|
Closed
|
|
|
72
|
Mercer Global Advisors
Denver,
Colorado
|
–
|
-$226K
|
-14,600
|
Closed
|
|
|
73
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$215K
|
-13,860
|
Closed
|
|
|
74
|
Golden State Equity Partners
South Coast Metro,
California
|
–
|
-$160K
|
-10,339
|
Closed
|
|
|
75
|
SignatureFD
Atlanta,
Georgia
|
–
|
-$65.9K
|
-4,250
|
Closed
|
|
