|
26
|
Belpointe Asset Management
Reno,
Nevada
|
$423K
|
+$429K
|
+16,354
|
New
|
|
|
27
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$289K
|
+$81.7K
|
+3,112
|
+39%
|
|
|
28
|
Bailard
Foster City,
California
|
$279K
|
+$25.1K
|
+955
|
+10%
|
|
|
29
|
Next Financial Group
Houston,
Texas
|
$246K
|
+$81.5K
|
+3,103
|
+48%
|
|
|
30
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$206K
|
+$210K
|
+7,999
|
New
|
|
|
31
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$132K
|
+$134K
|
+5,121
|
New
|
|
|
32
|
Harbour Investments
Madison,
Wisconsin
|
$97K
|
+$98.8K
|
+3,764
|
New
|
|
|
33
|
SevenOneSeven Capital Management
Lancaster,
Pennsylvania
|
$92K
|
+$45.5K
|
+1,734
|
+96%
|
|
|
34
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$70K
|
+$35.1K
|
+1,338
|
+96%
|
|
|
35
|
James Investment Research
Alpha,
Ohio
|
$35K
|
–
|
–
|
–
|
|
|
36
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$4K
|
–
|
–
|
–
|
|
|
37
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$1.17K
|
+$1.18K
|
+45
|
New
|
|
|
38
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$27.8M
|
-1,043,918
|
Closed
|
|
|
39
|
Simplicity Solutions
Minneapolis,
Minnesota
|
–
|
-$404K
|
-15,176
|
Closed
|
|
|
40
|
Focus Financial Network
Minneapolis,
Minnesota
|
–
|
-$364K
|
-13,689
|
Closed
|
|
|
41
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$305K
|
-11,459
|
Closed
|
|
|
42
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$170K
|
-6,386
|
Closed
|
|
|
43
|
Asset Dedication LLC
San Francisco,
California
|
–
|
-$9K
|
-322
|
Closed
|
|
|
44
|
UBS Group
Zurich,
Switzerland
|
–
|
-$3K
|
-99
|
Closed
|
|
|
45
|
Fortem Financial Group
Palm Desert,
California
|
–
|
-$3K
|
-98
|
Closed
|
|
