|
51
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$37K
|
+$13.1K
|
+436
|
+50%
|
|
|
52
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$30K
|
–
|
–
|
–
|
|
|
53
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$23.7K
|
–
|
–
|
–
|
|
|
54
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$23K
|
+$25K
|
+831
|
New
|
|
|
55
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$20K
|
+$15.1K
|
+500
|
+242%
|
|
|
56
|
Financial Perspectives
Minneapolis,
Minnesota
|
$15.2K
|
–
|
–
|
–
|
|
|
57
|
Wells Fargo
San Francisco,
California
|
$15K
|
-$2.41K
|
-80
|
-13%
|
|
|
58
|
Evoke Wealth
Los Angeles,
California
|
$15K
|
–
|
–
|
–
|
|
|
59
|
TFC Financial Management
Boston,
Massachusetts
|
$10K
|
–
|
–
|
–
|
|
|
60
|
USA Financial Formulas
Ada,
Michigan
|
$10K
|
+$10.6K
|
+352
|
New
|
|
|
61
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7K
|
–
|
–
|
–
|
|
|
62
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$5K
|
–
|
–
|
–
|
|
|
63
|
Steward Partners Investment Advisory
New York
|
$5K
|
+$602
|
+20
|
+12%
|
|
|
64
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$4K
|
+$4.52K
|
+150
|
New
|
|
|
65
|
Spire Wealth Management
Mclean,
Virginia
|
$3K
|
-$4.76K
|
-158
|
-57%
|
|
|
66
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$2K
|
-$8.88K
|
-295
|
-77%
|
|
|
67
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$2K
|
–
|
–
|
–
|
|
|
68
|
Next Financial Group
Houston,
Texas
|
$2K
|
–
|
–
|
–
|
|
|
69
|
Fidelity Investments
Boston,
Massachusetts
|
$2K
|
+$572
|
+19
|
+31%
|
|
|
70
|
Macroview Investment Management
Bethesda,
Maryland
|
$2K
|
+$994
|
+33
|
+87%
|
|
|
71
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$2K
|
+$1.81K
|
+60
|
New
|
|
|
72
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$1K
|
–
|
–
|
–
|
|
|
73
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$1K
|
–
|
–
|
–
|
|
|
74
|
US Bancorp
Minneapolis,
Minnesota
|
$1K
|
–
|
–
|
–
|
|
|
75
|
AlphaCore Capital
La Jolla,
California
|
–
|
-$6.45M
|
-199,732
|
Closed
|
|
