|
76
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$19K
|
–
|
–
|
–
|
|
|
77
|
Pathstone Family Office
Englewood,
New Jersey
|
$18K
|
–
|
–
|
–
|
|
|
78
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$18K
|
–
|
–
|
–
|
|
|
79
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$13K
|
–
|
–
|
–
|
|
|
80
|
Geneos Wealth Management
Englewood,
Colorado
|
$13K
|
–
|
–
|
–
|
|
|
81
|
SeaCrest Wealth Management
Purchase,
New York
|
$12K
|
–
|
–
|
–
|
|
|
82
|
Fidelity Investments
Boston,
Massachusetts
|
$11K
|
+$10.7K
|
+420
|
New
|
|
|
83
|
Liberty Wealth Management
Oakland,
California
|
$10K
|
–
|
–
|
–
|
|
|
84
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$8K
|
+$8K
|
+315
|
New
|
|
|
85
|
Realta Investment Advisors
Wilmington,
Delaware
|
$6K
|
+$5.34K
|
+210
|
New
|
|
|
86
|
Whittier Trust
South Pasadena,
California
|
$4K
|
–
|
–
|
–
|
|
|
87
|
IFP Advisors
Tampa,
Florida
|
$2K
|
-$160K
|
-6,295
|
-99%
|
|
|
88
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$1K
|
–
|
–
|
–
|
|
|
89
|
Centaurus Financial
Anaheim,
California
|
–
|
-$958K
|
-45,000
|
Closed
|
|
|
90
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$445K
|
-20,270
|
Closed
|
|
|
91
|
Cutler Group
San Francisco,
California
|
–
|
-$76K
|
-3,500
|
Closed
|
|
|
92
|
Next Financial Group
Houston,
Texas
|
–
|
-$39K
|
-1,760
|
Closed
|
|
|
93
|
Quattro Financial Advisors
The Woodlands,
Texas
|
–
|
-$32K
|
-1,325
|
Closed
|
|
|
94
|
Ameritas Investment Company
Lincoln,
Nebraska
|
–
|
-$22K
|
-1,000
|
Closed
|
|
|
95
|
Edge Wealth Management
New York
|
–
|
-$22K
|
-1,000
|
Closed
|
|
|
96
|
WealthOne
Albany,
New York
|
–
|
-$4K
|
-200
|
Closed
|
|
|
97
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
–
|
-$3K
|
-145
|
Closed
|
|
