|
51
|
WealthShield Partners
Cary,
North Carolina
|
$158K
|
+$136K
|
+5,377
|
+1,344%
|
|
|
52
|
Belpointe Asset Management
Reno,
Nevada
|
$145K
|
–
|
–
|
–
|
|
|
53
|
Steward Partners Investment Advisory
New York
|
$131K
|
–
|
–
|
–
|
|
|
54
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$129K
|
+$51
|
+2
|
+0%
|
|
|
55
|
Centaurus Financial
Anaheim,
California
|
$109K
|
+$101K
|
+4,000
|
New
|
|
|
56
|
MTM Investment Management
Spartanburg,
South Carolina
|
$60K
|
–
|
–
|
–
|
|
|
57
|
American Portfolios Advisors
Holbrook,
New York
|
$54.6K
|
–
|
–
|
–
|
|
|
58
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$46K
|
–
|
–
|
–
|
|
|
59
|
Geneos Wealth Management
Englewood,
Colorado
|
$18K
|
-$2.45M
|
-96,829
|
-99%
|
|
|
60
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$17K
|
-$5.22K
|
-206
|
-24%
|
|
|
61
|
Creative Financial Designs
Kokomo,
Indiana
|
$10K
|
+$9.05K
|
+357
|
New
|
|
|
62
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9K
|
–
|
–
|
–
|
|
|
63
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$9K
|
+$25
|
+1
|
+0.3%
|
|
|
64
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$9K
|
+$8.16K
|
+322
|
New
|
|
|
65
|
DB Wealth Management Group
San Diego,
California
|
$6K
|
+$684
|
+27
|
+14%
|
|
|
66
|
Barclays
London,
United Kingdom
|
$6K
|
+$5.22K
|
+206
|
New
|
|
|
67
|
Wealth Quarterback
Toms River,
New Jersey
|
$2K
|
+$1.34K
|
+53
|
New
|
|
|
68
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1K
|
–
|
–
|
–
|
|
|
69
|
Freedom Investment Management
Hartford,
Connecticut
|
–
|
-$14.7M
|
-610,460
|
Closed
|
|
|
70
|
|
–
|
-$238K
|
-9,897
|
Closed
|
|
|
71
|
Harbour Investments
Madison,
Wisconsin
|
–
|
-$172K
|
-7,181
|
Closed
|
|
|
72
|
Destiny Wealth Partners
Tavares,
Florida
|
–
|
-$51K
|
-2,137
|
Closed
|
|
|
73
|
Simon Quick Advisors
Morristown,
New Jersey
|
–
|
-$48K
|
-2,004
|
Closed
|
|
|
74
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
–
|
-$7K
|
-275
|
Closed
|
|
|
75
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$25
|
+1
|
New
|
|
