|
51
|
Sonora Investment Management
Tucson,
Arizona
|
$17K
|
–
|
–
|
–
|
|
|
52
|
Global Retirement Partners
San Rafael,
California
|
$16K
|
–
|
–
|
–
|
|
|
53
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12K
|
–
|
–
|
–
|
|
|
54
|
William Blair & Company
Chicago,
Illinois
|
$11K
|
-$1.16K
|
-33
|
-10%
|
|
|
55
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$10K
|
-$131K
|
-3,739
|
-93%
|
|
|
56
|
Institute for Wealth Management
Denver,
Colorado
|
$8K
|
+$8.12K
|
+231
|
New
|
|
|
57
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$7.19K
|
–
|
–
|
–
|
|
|
58
|
Creative Financial Designs
Kokomo,
Indiana
|
$5K
|
–
|
–
|
–
|
|
|
59
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$4K
|
+$3.97K
|
+113
|
New
|
|
|
60
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
61
|
Advisory Services Network
Atlanta,
Georgia
|
$2K
|
+$1.69K
|
+48
|
New
|
|
|
62
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$1K
|
-$3.52K
|
-100
|
-74%
|
|
|
63
|
|
$1K
|
–
|
–
|
–
|
|
|
64
|
Citadel Advisors
Miami,
Florida
|
–
|
-$2.9M
|
-84,238
|
Closed
|
|
|
65
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
–
|
-$781K
|
-22,690
|
Closed
|
|
|
66
|
Chessman Wealth Strategies RIA
Dallas,
Texas
|
–
|
-$478K
|
-13,897
|
Closed
|
|
|
67
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$295K
|
-8,580
|
Closed
|
|
|
68
|
Strategic Wealth Partners
Independence,
Ohio
|
–
|
-$2.23K
|
-7,044
|
Closed
|
|
|
69
|
First Allied Advisory Services
San Diego,
California
|
–
|
-$44K
|
-1,269
|
Closed
|
|
|
70
|
Golden State Wealth Management
Santa Ana,
California
|
–
|
-$11K
|
-319
|
Closed
|
|
|
71
|
IFP Advisors
Tampa,
Florida
|
–
|
-$6.33K
|
-180
|
Closed
|
|
|
72
|
Parallel Advisors
San Francisco,
California
|
–
|
-$3K
|
-98
|
Closed
|
|
