|
51
|
NewEdge Advisors
New Orleans,
Louisiana
|
$128K
|
+$299K
|
+14,427
|
New
|
|
|
52
|
Belpointe Asset Management
Reno,
Nevada
|
$123K
|
–
|
–
|
–
|
|
|
53
|
Montag & Associates
Atlanta,
Georgia
|
$96.9K
|
–
|
–
|
–
|
|
|
54
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$84.2K
|
–
|
–
|
–
|
|
|
55
|
Wolff Wiese Magana
Carslbad,
California
|
$77.4K
|
–
|
–
|
–
|
|
|
56
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$68.3K
|
-$24.1K
|
-1,160
|
-24%
|
|
|
57
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$67.3K
|
–
|
–
|
–
|
|
|
58
|
|
$61.2K
|
+$69.7K
|
+3,357
|
New
|
|
|
59
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$43K
|
+$31.1K
|
+1,500
|
+170%
|
|
|
60
|
Spire Wealth Management
Mclean,
Virginia
|
$36K
|
–
|
–
|
–
|
|
|
61
|
ICA Group Wealth Management
Denver,
Colorado
|
$27.3K
|
+$31.1K
|
+1,500
|
New
|
|
|
62
|
Cedar Wealth Management
Walnut Creek,
California
|
$27.3K
|
–
|
–
|
–
|
|
|
63
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$14K
|
–
|
–
|
–
|
|
|
64
|
Rockefeller Capital Management
New York
|
$9K
|
-$11K
|
-531
|
-50%
|
|
|
65
|
Pathway Financial Advisers
Auburn,
Indiana
|
$7.73K
|
+$8.8K
|
+424
|
New
|
|
|
66
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$7K
|
+$207
|
+10
|
+3%
|
|
|
67
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$5K
|
-$62
|
-3
|
-1%
|
|
|
68
|
Geneos Wealth Management
Englewood,
Colorado
|
$2.73K
|
–
|
–
|
–
|
|
|
69
|
Hollencrest Capital Management
Newport Beach,
California
|
$1.2K
|
+$1.37K
|
+66
|
New
|
|
|
70
|
IFP Advisors
Tampa,
Florida
|
$1K
|
-$166
|
-8
|
-53%
|
|
|
71
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$219
|
–
|
–
|
–
|
|
|
72
|
Westside Investment Management
Santa Monica,
California
|
$6
|
–
|
–
|
–
|
|
|
73
|
Shaker Financial Services
Arlington,
Virginia
|
–
|
-$2.02M
|
-99,230
|
Closed
|
|
|
74
|
Prospera Financial Services
Dallas,
Texas
|
–
|
-$669K
|
-32,908
|
Closed
|
|
|
75
|
Cornerstone Advisors
Asheville,
North Carolina
|
–
|
-$487K
|
-24,000
|
Closed
|
|
