|
51
|
Choreo LLC
Rockford,
Illinois
|
$247K
|
+$249K
|
+10,438
|
New
|
|
|
52
|
Private Trust Company
Cleveland,
Ohio
|
$246K
|
+$4.34K
|
+182
|
+2%
|
|
|
53
|
Firestone Capital Management
Coral Gables,
Florida
|
$209K
|
+$668
|
+28
|
+0.3%
|
|
|
54
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$201K
|
+$203K
|
+8,490
|
New
|
|
|
55
|
GeoWealth Management
Chicago,
Illinois
|
$145K
|
-$15.1K
|
-633
|
-9%
|
|
|
56
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$116K
|
–
|
–
|
–
|
|
|
57
|
North Capital
Salt Lake City,
Utah
|
$44K
|
+$44.4K
|
+1,858
|
New
|
|
|
58
|
Creative Financial Designs
Kokomo,
Indiana
|
$19.3K
|
-$26.2K
|
-1,099
|
-57%
|
|
|
59
|
Huntington National Bank
Columbus,
Ohio
|
$14.2K
|
–
|
–
|
–
|
|
|
60
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$11.5K
|
–
|
–
|
–
|
|
|
61
|
Spire Wealth Management
Mclean,
Virginia
|
$7.1K
|
–
|
–
|
–
|
|
|
62
|
Asset Dedication LLC
San Francisco,
California
|
$6.39K
|
+$6.45K
|
+270
|
New
|
|
|
63
|
UBS Group
Zurich,
Switzerland
|
$6.27K
|
+$6.33K
|
+265
|
New
|
|
|
64
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$3.37K
|
-$4.66K
|
-195
|
-58%
|
|
|
65
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$2.51K
|
+$2.53K
|
+106
|
New
|
|
|
66
|
Kiker Wealth Management
Jasper,
Georgia
|
$2.22K
|
+$2.24K
|
+94
|
New
|
|
|
67
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$213
|
–
|
–
|
–
|
|
|
68
|
GSB Wealth Management
Guilford,
Connecticut
|
–
|
-$213K
|
-9,018
|
Closed
|
|
|
69
|
Wells Fargo
San Francisco,
California
|
–
|
-$57.8K
|
-2,450
|
Closed
|
|
|
70
|
|
–
|
-$22.8K
|
-966
|
Closed
|
|
|
71
|
Coppell Advisory Solutions
Coppell,
Texas
|
–
|
-$4.33K
|
-183
|
Closed
|
|
