|
51
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$230K
|
–
|
–
|
–
|
|
|
52
|
Operose Advisors
Milwaukee,
Wisconsin
|
$216K
|
–
|
–
|
–
|
|
|
53
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$211K
|
+$217K
|
+5,186
|
New
|
|
|
54
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$194K
|
+$91.1K
|
+2,183
|
+84%
|
|
|
55
|
|
$166K
|
+$171K
|
+4,095
|
New
|
|
|
56
|
Collier Financial
Denver,
Colorado
|
$148K
|
+$152K
|
+3,638
|
New
|
|
|
57
|
Crewe Advisors
Salt Lake City,
Utah
|
$104K
|
–
|
–
|
–
|
|
|
58
|
Private Trust Company
Cleveland,
Ohio
|
$84.8K
|
–
|
–
|
–
|
|
|
59
|
Geneos Wealth Management
Englewood,
Colorado
|
$76.4K
|
–
|
–
|
–
|
|
|
60
|
MAI Capital Management
Independence,
Ohio
|
$74.7K
|
+$76.7K
|
+1,838
|
New
|
|
|
61
|
Steward Partners Investment Advisory
New York
|
$48.8K
|
–
|
–
|
–
|
|
|
62
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$40K
|
+$18K
|
+430
|
+78%
|
|
|
63
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$18.4K
|
–
|
–
|
–
|
|
|
64
|
Wells Fargo
San Francisco,
California
|
$12.4K
|
+$12.7K
|
+303
|
+30,300%
|
|
|
65
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.66K
|
-$17.7K
|
-425
|
-83%
|
|
|
66
|
BFSG LLC
Irvine,
California
|
$2.36K
|
+$2.42K
|
+58
|
New
|
|
|
67
|
Legacy Investment Solutions
Meridian,
Idaho
|
$811
|
+$1.17K
|
+28
|
New
|
|
|
68
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$811
|
+$1.17K
|
+28
|
New
|
|
|
69
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$772
|
+$793
|
+19
|
New
|
|
|
70
|
Farther Finance Advisors
San Francisco,
California
|
$171
|
-$36.3K
|
-870
|
-100%
|
|
|
71
|
Fischer Investment Strategies
Westlake Village,
California
|
–
|
-$6.93M
|
-164,715
|
Closed
|
|
|
72
|
Founders Financial Securities
Towson,
Maryland
|
–
|
-$1.22M
|
-29,103
|
Closed
|
|
|
73
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
–
|
-$1.11M
|
-26,301
|
Closed
|
|
|
74
|
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Phoenix,
Arizona
|
–
|
-$959K
|
-22,800
|
Closed
|
|
|
75
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$21.1K
|
-501
|
Closed
|
|
