|
51
|
Kestra Private Wealth Services
Austin,
Texas
|
$49K
|
–
|
–
|
–
|
|
|
52
|
Altium Wealth Management
Purchase,
New York
|
$45K
|
–
|
–
|
–
|
|
|
53
|
FourThought Financial
Venice,
Florida
|
$24K
|
–
|
–
|
–
|
|
|
54
|
Rise Advisors
Rochester,
New York
|
$13K
|
+$13.2K
|
+2,867
|
New
|
|
|
55
|
High Net Worth Advisory Group
Naples,
Florida
|
$11K
|
–
|
–
|
–
|
|
|
56
|
Steward Partners Investment Advisory
New York
|
$10K
|
–
|
–
|
–
|
|
|
57
|
Antonetti Capital Management
Naples,
Florida
|
$8K
|
–
|
–
|
–
|
|
|
58
|
Bessemer Group
Woodbridge,
New Jersey
|
$7K
|
+$522
|
+113
|
+8%
|
|
|
59
|
Whittier Trust
South Pasadena,
California
|
$2K
|
–
|
–
|
–
|
|
|
60
|
Spire Wealth Management
Mclean,
Virginia
|
$1K
|
-$1.42K
|
-307
|
-50%
|
|
|
61
|
Wolverine Asset Management
Chicago,
Illinois
|
–
|
-$931K
|
-186,724
|
Closed
|
|
|
62
|
Shaker Financial Services
Arlington,
Virginia
|
–
|
-$856K
|
-171,573
|
Closed
|
|
|
63
|
|
–
|
-$292K
|
-58,537
|
Closed
|
|
|
64
|
Guggenheim Capital
Chicago,
Illinois
|
–
|
-$131K
|
-26,183
|
Closed
|
|
|
65
|
Jump Financial
Chicago,
Illinois
|
–
|
-$98K
|
-19,700
|
Closed
|
|
|
66
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
–
|
-$83K
|
-16,319
|
Closed
|
|
|
67
|
Raymond James Trust
St. Petersburg,
Florida
|
–
|
-$56K
|
-11,263
|
Closed
|
|
|
68
|
|
–
|
-$52K
|
-10,421
|
Closed
|
|
|
69
|
Commons Capital
Needham,
Massachusetts
|
–
|
-$32K
|
-6,500
|
Closed
|
|
|
70
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
–
|
-$12K
|
-2,500
|
Closed
|
|
|
71
|
Rockbridge Investment Management
Syracuse,
New York
|
–
|
-$1.05K
|
-210
|
Closed
|
|
