|
76
|
Cutler Group
San Francisco,
California
|
$56K
|
+$53.8K
|
+2,000
|
New
|
|
|
77
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$55K
|
+$51.9K
|
+1,930
|
New
|
|
|
78
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$47K
|
–
|
–
|
–
|
|
|
79
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$32K
|
–
|
–
|
–
|
|
|
80
|
Rockefeller Capital Management
New York
|
$30K
|
+$28.8K
|
+1,070
|
New
|
|
|
81
|
Biltmore Family Office
Charlotte,
North Carolina
|
$25K
|
-$13.4K
|
-500
|
-36%
|
|
|
82
|
|
$24K
|
–
|
–
|
–
|
|
|
83
|
Fidelity Investments
Boston,
Massachusetts
|
$20K
|
-$672
|
-25
|
-3%
|
|
|
84
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$20K
|
–
|
–
|
–
|
|
|
85
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$18K
|
–
|
–
|
–
|
|
|
86
|
Dowling & Yahnke
San Diego,
California
|
$18K
|
+$17.5K
|
+650
|
New
|
|
|
87
|
Geneos Wealth Management
Englewood,
Colorado
|
$14K
|
–
|
–
|
–
|
|
|
88
|
Liberty Wealth Management
Oakland,
California
|
$10K
|
–
|
–
|
–
|
|
|
89
|
Next Financial Group
Houston,
Texas
|
$9K
|
-$70.3K
|
-2,615
|
-89%
|
|
|
90
|
Matrix Private Capital Group
New York
|
$9K
|
+$8.47K
|
+315
|
New
|
|
|
91
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$9K
|
+$8.61K
|
+320
|
New
|
|
|
92
|
Lenox Wealth Advisors
New York
|
$6K
|
+$5.78K
|
+215
|
New
|
|
|
93
|
Global Financial Private Capital
Sarasota,
Florida
|
$5K
|
–
|
–
|
–
|
|
|
94
|
Whittier Trust
South Pasadena,
California
|
$4K
|
–
|
–
|
–
|
|
|
95
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$1K
|
–
|
–
|
–
|
|
|
96
|
HighTower Advisors
Chicago,
Illinois
|
–
|
-$7.89M
|
-303,205
|
Closed
|
|
|
97
|
EP Wealth Advisors
Torrance,
California
|
–
|
-$963K
|
-37,025
|
Closed
|
|
|
98
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$400K
|
-15,390
|
Closed
|
|
|
99
|
Calton & Associates
Tampa,
Florida
|
–
|
-$326K
|
-12,540
|
Closed
|
|
|
100
|
Pacific Center for Financial Services
San Ramon,
California
|
–
|
-$33K
|
-1,250
|
Closed
|
|
