|
51
|
Occidental Asset Management
Burlingame,
California
|
$200K
|
–
|
–
|
–
|
|
|
52
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$200K
|
–
|
–
|
–
|
|
|
53
|
Rockefeller Capital Management
New York
|
$199K
|
+$199K
|
+10,000
|
New
|
|
|
54
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$187K
|
–
|
–
|
–
|
|
|
55
|
WR Wealth Planners
Columbia,
Missouri
|
$164K
|
+$164K
|
+8,234
|
New
|
|
|
56
|
American Portfolios Advisors
Holbrook,
New York
|
$153K
|
+$153K
|
+7,677
|
New
|
|
|
57
|
Mach-1 Financial Group
Rogers,
Arkansas
|
$134K
|
+$86.2K
|
+4,323
|
+178%
|
|
|
58
|
IFP Advisors
Tampa,
Florida
|
$74K
|
–
|
–
|
–
|
|
|
59
|
Vectors Research Management
New York
|
$73K
|
-$598
|
-30
|
-0.8%
|
|
|
60
|
Spectrum Management Group
Indianapolis,
Indiana
|
$47K
|
–
|
–
|
–
|
|
|
61
|
Raleigh Capital Management
Cary,
North Carolina
|
$32K
|
-$64.9K
|
-3,253
|
-67%
|
|
|
62
|
Global Retirement Partners
San Rafael,
California
|
$29K
|
+$15K
|
+750
|
+106%
|
|
|
63
|
Wells Fargo
San Francisco,
California
|
$25K
|
+$25.1K
|
+1,258
|
+125,800%
|
|
|
64
|
Harbour Investments
Madison,
Wisconsin
|
$6K
|
+$5.8K
|
+291
|
New
|
|
|
65
|
UBS Group
Zurich,
Switzerland
|
$3K
|
-$44.1K
|
-2,209
|
-94%
|
|
|
66
|
Bank of America
Charlotte,
North Carolina
|
$2K
|
+$1.66K
|
+83
|
New
|
|
|
67
|
Strategy Asset Managers
Pasadena,
California
|
–
|
-$3.76M
|
-188,376
|
Closed
|
|
|
68
|
|
–
|
-$2.2M
|
-110,046
|
Closed
|
|
|
69
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$303K
|
-15,180
|
Closed
|
|
|
70
|
Tucker Asset Management
Littleton,
Colorado
|
–
|
-$238K
|
-11,940
|
Closed
|
|
|
71
|
Sutton Place Investors
Katonah,
New York
|
–
|
-$213K
|
-10,673
|
Closed
|
|
|
72
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
–
|
-$17K
|
-865
|
Closed
|
|
