|
51
|
Belpointe Asset Management
Reno,
Nevada
|
$153K
|
–
|
–
|
–
|
|
|
52
|
Stifel Financial
St. Louis,
Missouri
|
$145K
|
+$138K
|
+11,423
|
New
|
|
|
53
|
MGO One Seven
Beachwood,
Ohio
|
$133K
|
+$126K
|
+10,429
|
New
|
|
|
54
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$131K
|
+$124K
|
+10,262
|
New
|
|
|
55
|
Edge Wealth Management
New York
|
$58K
|
–
|
–
|
–
|
|
|
56
|
Wolverine Asset Management
Chicago,
Illinois
|
$51K
|
+$49K
|
+4,055
|
New
|
|
|
57
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$40K
|
+$13.3K
|
+1,100
|
+54%
|
|
|
58
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$26K
|
–
|
–
|
–
|
|
|
59
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$24.2K
|
-$5.68K
|
-470
|
-20%
|
|
|
60
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$11K
|
+$1.34K
|
+111
|
+15%
|
|
|
61
|
Panagora Asset Management
Boston,
Massachusetts
|
$10K
|
–
|
–
|
–
|
|
|
62
|
Pathstone Family Office
Englewood,
New Jersey
|
$8K
|
+$7.21K
|
+596
|
New
|
|
|
63
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$3K
|
+$73
|
+6
|
+3%
|
|
|
64
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
–
|
–
|
–
|
|
|
65
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$2K
|
–
|
–
|
–
|
|
|
66
|
Cetera Advisor Networks
El Segundo,
California
|
$1K
|
+$822
|
+68
|
New
|
|
|
67
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$2.41M
|
-224,000
|
Closed
|
|
|
68
|
|
–
|
-$818K
|
-73,953
|
Closed
|
|
|
69
|
Citadel Advisors
Miami,
Florida
|
–
|
-$343K
|
-30,997
|
Closed
|
|
|
70
|
Camelot Portfolios
Maumee,
Ohio
|
–
|
-$340K
|
-30,707
|
Closed
|
|
|
71
|
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
–
|
-$265K
|
-24,000
|
Closed
|
|
|
72
|
Lincoln National Corp
Radnor,
Pennsylvania
|
–
|
-$221K
|
-19,997
|
Closed
|
|
|
73
|
LexAurum Advisors
Overland Park,
Kansas
|
–
|
-$129K
|
-11,700
|
Closed
|
|
|
74
|
Oxbow Advisors
Austin,
Texas
|
–
|
-$126K
|
-11,425
|
Closed
|
|
|
75
|
Next Financial Group
Houston,
Texas
|
–
|
-$70K
|
-6,303
|
Closed
|
|
