|
201
|
WealthShield Partners
Cary,
North Carolina
|
$48.3K
|
-$65.7K
|
-1,800
|
-58%
|
|
|
202
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$46.4K
|
+$16.5K
|
+453
|
+57%
|
|
|
203
|
Bernard Wealth Management
Royal Oak,
Michigan
|
$44.8K
|
+$44.5K
|
+1,220
|
New
|
|
|
204
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$42K
|
–
|
–
|
–
|
|
|
205
|
Sugar Maple Asset Management
Sister Bay,
Wisconsin
|
$19K
|
+$18.9K
|
+519
|
New
|
|
|
206
|
Global Retirement Partners
San Rafael,
California
|
$15.8K
|
–
|
–
|
–
|
|
|
207
|
Anfield Capital Management
Irvine,
California
|
$12.5K
|
–
|
–
|
–
|
|
|
208
|
Coppell Advisory Solutions
Coppell,
Texas
|
$12.1K
|
–
|
–
|
–
|
|
|
209
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$10.4K
|
–
|
–
|
–
|
|
|
210
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$9.32K
|
-$1.68K
|
-46
|
-15%
|
|
|
211
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$8.19K
|
-$10.7K
|
-294
|
-57%
|
|
|
212
|
Caldwell Trust
Venice,
Florida
|
$6.5K
|
–
|
–
|
–
|
|
|
213
|
AmeriFlex Group
Las Vegas,
Nevada
|
$5.33K
|
+$5.22K
|
+143
|
New
|
|
|
214
|
Synergy Asset Management
Vancouver,
Washington
|
$4.56K
|
+$4.63K
|
+127
|
New
|
|
|
215
|
AssetMark Inc
Concord,
California
|
$4.33K
|
+$4.31K
|
+118
|
New
|
|
|
216
|
Winnow Wealth
Waco,
Texas
|
$1.98K
|
+$1.97K
|
+54
|
New
|
|
|
217
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$1.5K
|
-$10.3K
|
-282
|
-87%
|
|
|
218
|
Fidelity Investments
Boston,
Massachusetts
|
$1.14K
|
+$1.13K
|
+31
|
New
|
|
|
219
|
Private Client Services
Louisville,
Kentucky
|
–
|
-$5.65M
|
-157,092
|
Closed
|
|
|
220
|
Summit Wealth Partners
Orlando,
Florida
|
–
|
-$3.95M
|
-109,957
|
Closed
|
|
|
221
|
NovaPoint Capital
Atlanta,
Georgia
|
–
|
-$2.33M
|
-64,721
|
Closed
|
|
|
222
|
UBS Group
Zurich,
Switzerland
|
–
|
-$1.45M
|
-40,361
|
Closed
|
|
|
223
|
Castle Wealth Management
West Palm Beach,
Florida
|
–
|
-$429K
|
-11,933
|
Closed
|
|
|
224
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$366K
|
-10,189
|
Closed
|
|
|
225
|
SageView Advisory Group
Newport Beach,
California
|
–
|
-$353K
|
-9,810
|
Closed
|
|
