|
51
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$341K
|
–
|
–
|
–
|
|
|
52
|
one8zero8 LLC
Greensboro,
North Carolina
|
$333K
|
–
|
–
|
–
|
|
|
53
|
Kestra Advisory Services
Austin,
Texas
|
$329K
|
+$5.63K
|
+186
|
+2%
|
|
|
54
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$274K
|
–
|
–
|
–
|
|
|
55
|
IHT Wealth Management
Chicago,
Illinois
|
$266K
|
+$278K
|
+9,196
|
New
|
|
|
56
|
Wells Fargo
San Francisco,
California
|
$225K
|
-$1.37M
|
-45,179
|
-85%
|
|
|
57
|
Quantinno Capital Management
New York
|
$209K
|
+$219K
|
+7,230
|
New
|
|
|
58
|
Independent Financial Group
San Diego,
California
|
$209K
|
-$4.96K
|
-164
|
-2%
|
|
|
59
|
|
$131K
|
+$137K
|
+4,528
|
+452,800%
|
|
|
60
|
Sittner & Nelson
Eugene,
Oregon
|
$91.5K
|
–
|
–
|
–
|
|
|
61
|
Steward Partners Investment Advisory
New York
|
$63.2K
|
-$20.1K
|
-663
|
-23%
|
|
|
62
|
Creative Financial Designs
Kokomo,
Indiana
|
$53.5K
|
–
|
–
|
–
|
|
|
63
|
Private Trust Company
Cleveland,
Ohio
|
$28.9K
|
–
|
–
|
–
|
|
|
64
|
Geneos Wealth Management
Englewood,
Colorado
|
$28.4K
|
–
|
–
|
–
|
|
|
65
|
Horizon Investments
Charlotte,
North Carolina
|
$11.6K
|
+$12.1K
|
+400
|
New
|
|
|
66
|
Brown Brothers Harriman & Co
New York
|
$6.25K
|
+$6.54K
|
+216
|
New
|
|
|
67
|
International Assets Investment Management
Orlando,
Florida
|
$5.89K
|
–
|
–
|
–
|
|
|
68
|
MAI Capital Management
Independence,
Ohio
|
$5.67K
|
+$5.93K
|
+196
|
New
|
|
|
69
|
Ankerstar Wealth
Leander,
Texas
|
$1.04K
|
–
|
–
|
–
|
|
|
70
|
WinCap Financial
Boston,
Massachusetts
|
–
|
-$2.05M
|
-67,928
|
Closed
|
|
|
71
|
Strategic Blueprint
Atlanta,
Georgia
|
–
|
-$492K
|
-16,280
|
Closed
|
|
|
72
|
Financial Management Network
Mission Viejo,
California
|
–
|
-$384K
|
-12,666
|
Closed
|
|
|
73
|
GTS Securities
Miami,
Florida
|
–
|
-$334K
|
-11,044
|
Closed
|
|
|
74
|
World Investment Advisors
Santa Barbara,
California
|
–
|
-$312K
|
-10,321
|
Closed
|
|
|
75
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
–
|
-$250K
|
-8,273
|
Closed
|
|
