|
51
|
Addison Advisors
Middlebury,
Vermont
|
$44K
|
+$41.8K
|
+1,400
|
New
|
|
|
52
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$42K
|
–
|
–
|
–
|
|
|
53
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$35K
|
–
|
–
|
–
|
|
|
54
|
William Blair & Company
Chicago,
Illinois
|
$27K
|
–
|
–
|
–
|
|
|
55
|
Allworth Financial
Folsom,
California
|
$23K
|
–
|
–
|
–
|
|
|
56
|
Liberty Wealth Management
Oakland,
California
|
$21K
|
-$12.8K
|
-427
|
-38%
|
|
|
57
|
Kings Point Capital Management
Great Neck,
New York
|
$17K
|
–
|
–
|
–
|
|
|
58
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$17K
|
+$15.8K
|
+530
|
New
|
|
|
59
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$16K
|
–
|
–
|
–
|
|
|
60
|
Wolff Wiese Magana
Carslbad,
California
|
$14K
|
+$13.2K
|
+442
|
New
|
|
|
61
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$13K
|
+$12.5K
|
+419
|
New
|
|
|
62
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$10.4K
|
–
|
–
|
–
|
|
|
63
|
Global Financial Private Client
Sarasota,
Florida
|
$10K
|
-$7.77K
|
-260
|
-45%
|
|
|
64
|
AssetMark Inc
Concord,
California
|
$10K
|
-$4.41M
|
-147,471
|
-100%
|
|
|
65
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$10K
|
–
|
–
|
–
|
|
|
66
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$8K
|
–
|
–
|
–
|
|
|
67
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$6K
|
–
|
–
|
–
|
|
|
68
|
Advisornet Financial
Minnetonka,
Minnesota
|
$5K
|
+$4.66K
|
+156
|
New
|
|
|
69
|
Bellwether Advisors
Lincoln,
Nebraska
|
$5K
|
+$5.71K
|
+191
|
New
|
|
|
70
|
Steward Partners Investment Advisory
New York
|
$4K
|
-$6.46K
|
-216
|
-61%
|
|
|
71
|
Reby Advisors
Danbury,
Connecticut
|
$3K
|
+$2.93K
|
+98
|
New
|
|
|
72
|
Tucker Asset Management
Littleton,
Colorado
|
$2.03K
|
+$1.94K
|
+65
|
New
|
|
|
73
|
Bison Wealth
Atlanta,
Georgia
|
$2K
|
–
|
–
|
–
|
|
|
74
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$2K
|
+$1.91K
|
+64
|
New
|
|
|
75
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$14.4M
|
-516,825
|
Closed
|
|
