|
51
|
Belpointe Asset Management
Reno,
Nevada
|
$137K
|
–
|
–
|
–
|
|
|
52
|
Montag & Associates
Atlanta,
Georgia
|
$108K
|
+$118K
|
+5,314
|
New
|
|
|
53
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$100K
|
-$11.5K
|
-518
|
-10%
|
|
|
54
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$94K
|
–
|
–
|
–
|
|
|
55
|
Wolff Wiese Magana
Carslbad,
California
|
$86K
|
–
|
–
|
–
|
|
|
56
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$75K
|
+$35.1K
|
+1,580
|
+75%
|
|
|
57
|
Spire Wealth Management
Mclean,
Virginia
|
$41K
|
-$434K
|
-19,528
|
-91%
|
|
|
58
|
Harbour Investments
Madison,
Wisconsin
|
$32K
|
–
|
–
|
–
|
|
|
59
|
Cedar Wealth Management
Walnut Creek,
California
|
$30K
|
–
|
–
|
–
|
|
|
60
|
American Portfolios Advisors
Holbrook,
New York
|
$26.1K
|
+$289
|
+13
|
+1%
|
|
|
61
|
Rockefeller Capital Management
New York
|
$21K
|
-$13.4K
|
-603
|
-36%
|
|
|
62
|
Ancora Advisors
Cleveland,
Ohio
|
$19K
|
–
|
–
|
–
|
|
|
63
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$18K
|
+$2.22K
|
+100
|
+13%
|
|
|
64
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$15K
|
–
|
–
|
–
|
|
|
65
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$7K
|
+$400
|
+18
|
+5%
|
|
|
66
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$6K
|
-$222
|
-10
|
-3%
|
|
|
67
|
Geneos Wealth Management
Englewood,
Colorado
|
$3K
|
-$35.8K
|
-1,610
|
-91%
|
|
|
68
|
Clearstead Advisors
Cleveland,
Ohio
|
$3K
|
–
|
–
|
–
|
|
|
69
|
IFP Advisors
Tampa,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
70
|
Gradient Investments
Arden Hills,
Minnesota
|
$1K
|
+$1.44K
|
+65
|
New
|
|
|
71
|
Westside Investment Management
Santa Monica,
California
|
$7
|
–
|
–
|
–
|
|
|
72
|
Wolverine Asset Management
Chicago,
Illinois
|
–
|
-$1.92M
|
-92,311
|
Closed
|
|
|
73
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$386K
|
-15,561
|
Closed
|
|
|
74
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$279K
|
-13,423
|
Closed
|
|
|
75
|
|
–
|
-$241K
|
-11,597
|
Closed
|
|
