|
51
|
Bank of New York Mellon
New York
|
$443K
|
-$107K
|
-4,482
|
-20%
|
|
|
52
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$442K
|
+$436K
|
+18,300
|
New
|
|
|
53
|
Mariner
Overland Park,
Kansas
|
$398K
|
+$393K
|
+16,507
|
New
|
|
|
54
|
MBE Wealth Management
Tomah,
Wisconsin
|
$375K
|
+$370K
|
+15,526
|
New
|
|
|
55
|
WealthBridge Capital Management
Westerville,
Ohio
|
$367K
|
-$315K
|
-13,235
|
-47%
|
|
|
56
|
Opes Wealth Management
Menlo Park,
California
|
$338K
|
+$47.6K
|
+2,000
|
+17%
|
|
|
57
|
Park Avenue Securities
New York
|
$336K
|
+$332K
|
+13,932
|
New
|
|
|
58
|
Insight Advisors
Newtown,
Pennsylvania
|
$285K
|
–
|
–
|
–
|
|
|
59
|
Mission Creek Capital Partners
San Francisco,
California
|
$230K
|
+$227K
|
+9,529
|
New
|
|
|
60
|
Raymond James Trust
St. Petersburg,
Florida
|
$227K
|
+$224K
|
+9,416
|
New
|
|
|
61
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$205K
|
+$202K
|
+8,504
|
New
|
|
|
62
|
Rockefeller Capital Management
New York
|
$187K
|
+$1.33K
|
+56
|
+0.7%
|
|
|
63
|
Wells Fargo
San Francisco,
California
|
$102K
|
–
|
–
|
–
|
|
|
64
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$61.2K
|
–
|
–
|
–
|
|
|
65
|
High Net Worth Advisory Group
Naples,
Florida
|
$48.3K
|
-$519K
|
-21,800
|
-92%
|
|
|
66
|
Belpointe Asset Management
Reno,
Nevada
|
$39.8K
|
+$39.2K
|
+1,648
|
New
|
|
|
67
|
AssetMark Inc
Concord,
California
|
$25K
|
+$24.6K
|
+1,035
|
New
|
|
|
68
|
Harbour Investments
Madison,
Wisconsin
|
$23.2K
|
+$309
|
+13
|
+1%
|
|
|
69
|
Private Advisor Group
Morristown,
New Jersey
|
$1.53K
|
+$1.51M
|
+63,378
|
New
|
|
|
70
|
Fidelity Investments
Boston,
Massachusetts
|
$48
|
+$48
|
+2
|
New
|
|
|
71
|
Centric Wealth Management
Chicago,
Illinois
|
–
|
-$2.09M
|
-89,400
|
Closed
|
|
|
72
|
|
–
|
-$1.72M
|
-73,626
|
Closed
|
|
|
73
|
|
–
|
-$1.59M
|
-67,970
|
Closed
|
|
|
74
|
Claro Advisors
Boston,
Massachusetts
|
–
|
-$1.06M
|
-43,704
|
Closed
|
|
|
75
|
Citadel Advisors
Miami,
Florida
|
–
|
-$600K
|
-25,633
|
Closed
|
|
