|
51
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$192K
|
+$142K
|
+4,720
|
+299%
|
|
|
52
|
Sutton Wealth Advisors
Tampa,
Florida
|
$169K
|
–
|
–
|
–
|
|
|
53
|
Tradition Wealth Management
Edina,
Minnesota
|
$123K
|
-$311K
|
-10,299
|
-72%
|
|
|
54
|
Anfield Capital Management
Irvine,
California
|
$108K
|
+$107K
|
+3,543
|
New
|
|
|
55
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$46K
|
–
|
–
|
–
|
|
|
56
|
Covington Capital Management
Los Angeles,
California
|
$38K
|
–
|
–
|
–
|
|
|
57
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$38K
|
–
|
–
|
–
|
|
|
58
|
UBS Group
Zurich,
Switzerland
|
$38K
|
+$37.3K
|
+1,236
|
New
|
|
|
59
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$31K
|
+$30.6K
|
+1,013
|
New
|
|
|
60
|
Sterling Financial Planning
Sparta,
New Jersey
|
$21K
|
–
|
–
|
–
|
|
|
61
|
Strategic Blueprint
Atlanta,
Georgia
|
$14K
|
+$13.9K
|
+460
|
New
|
|
|
62
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$11K
|
–
|
–
|
–
|
|
|
63
|
Wolff Wiese Magana
Carslbad,
California
|
$3K
|
–
|
–
|
–
|
|
|
64
|
Denver PWM
Denver,
Colorado
|
–
|
-$3.06M
|
-110,789
|
Closed
|
|
|
65
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
–
|
-$875K
|
-29,653
|
Closed
|
|
|
66
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
–
|
-$353K
|
-11,952
|
Closed
|
|
|
67
|
Soltis Investment Advisors
St. George,
Utah
|
–
|
-$340K
|
-11,516
|
Closed
|
|
|
68
|
Round Table Services
Westfield,
New Jersey
|
–
|
-$330K
|
-11,170
|
Closed
|
|
|
69
|
Cetera Advisors
Denver,
Colorado
|
–
|
-$298K
|
-10,100
|
Closed
|
|
|
70
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
–
|
-$239K
|
-8,096
|
Closed
|
|
|
71
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
–
|
-$121K
|
-4,087
|
Closed
|
|
|
72
|
Valeo Financial Advisors
Carmel,
Indiana
|
–
|
-$56K
|
-1,885
|
Closed
|
|
|
73
|
Optimum Investment Advisors
Chicago,
Illinois
|
–
|
-$30K
|
-1,000
|
Closed
|
|
|
74
|
Larson Financial Group
St Louis,
Missouri
|
–
|
-$11K
|
-389
|
Closed
|
|
|
75
|
Manchester Financial
Westlake Village,
California
|
–
|
-$6K
|
-200
|
Closed
|
|
