|
51
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$171K
|
–
|
–
|
–
|
|
|
52
|
Bramshill Investments
Naples,
Florida
|
$116K
|
-$15.3K
|
-859
|
-11%
|
|
|
53
|
SRH Advisors
Salina,
Kansas
|
$89.6K
|
–
|
–
|
–
|
|
|
54
|
WR Wealth Planners
Columbia,
Missouri
|
$88.8K
|
–
|
–
|
–
|
|
|
55
|
Venturi Wealth Management
Austin,
Texas
|
$81.6K
|
+$7.13K
|
+400
|
+9%
|
|
|
56
|
Hollencrest Capital Management
Newport Beach,
California
|
$61.5K
|
–
|
–
|
–
|
|
|
57
|
Spire Wealth Management
Mclean,
Virginia
|
$49.8K
|
–
|
–
|
–
|
|
|
58
|
|
$34.9K
|
+$36.4K
|
+2,044
|
New
|
|
|
59
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$26.4K
|
+$606
|
+34
|
+2%
|
|
|
60
|
NewEdge Advisors
New Orleans,
Louisiana
|
$21.4K
|
-$182K
|
-10,187
|
-89%
|
|
|
61
|
Montag & Associates
Atlanta,
Georgia
|
$13.7K
|
–
|
–
|
–
|
|
|
62
|
|
$13.7K
|
–
|
–
|
–
|
|
|
63
|
Highlander Capital Management
Short Hills,
New Jersey
|
$9K
|
+$8.92K
|
+500
|
New
|
|
|
64
|
Private Trust Company
Cleveland,
Ohio
|
$6.83K
|
–
|
–
|
–
|
|
|
65
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$6.83K
|
+$7.13K
|
+400
|
New
|
|
|
66
|
Sunbelt Securities
Houston,
Texas
|
$6.4K
|
–
|
–
|
–
|
|
|
67
|
Key Financial Inc
West Chester,
Pennsylvania
|
$4.2K
|
–
|
–
|
–
|
|
|
68
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$2.04K
|
+$18
|
+1
|
+0.8%
|
|
|
69
|
Fidelity Investments
Boston,
Massachusetts
|
$17
|
+$18
|
+1
|
New
|
|
|
70
|
Penserra Capital Management
Orinda,
California
|
–
|
-$3.95M
|
-216,950
|
Closed
|
|
|
71
|
Davenport & Co
Richmond,
Virginia
|
–
|
-$274K
|
-15,050
|
Closed
|
|
|
72
|
SMH Capital Advisors
Fort Worth,
Texas
|
–
|
-$211K
|
-11,612
|
Closed
|
|
|
73
|
Callan Capital
La Jolla,
California
|
–
|
-$182K
|
-10,000
|
Closed
|
|
|
74
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
–
|
-$18K
|
-1,000
|
Closed
|
|
|
75
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
-$11K
|
-625
|
Closed
|
|
