|
51
|
Laidlaw Wealth Management
New York City,
New York
|
$316K
|
–
|
–
|
–
|
|
|
52
|
Legacy Trust
Grand Rapids,
Michigan
|
$315K
|
–
|
–
|
–
|
|
|
53
|
Brown Brothers Harriman & Co
New York
|
$305K
|
–
|
–
|
–
|
|
|
54
|
Harbour Investments
Madison,
Wisconsin
|
$304K
|
-$6.52K
|
-204
|
-2%
|
|
|
55
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$298K
|
–
|
–
|
–
|
|
|
56
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$273K
|
-$96.5K
|
-3,018
|
-27%
|
|
|
57
|
Freedom Investment Management
Hartford,
Connecticut
|
$236K
|
-$927
|
-29
|
-0.4%
|
|
|
58
|
Raymond James Trust
St. Petersburg,
Florida
|
$235K
|
–
|
–
|
–
|
|
|
59
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$211K
|
+$141K
|
+4,407
|
New
|
|
|
60
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$121K
|
+$89.6K
|
+2,802
|
+295%
|
|
|
61
|
Private Trust Company
Cleveland,
Ohio
|
$95.7K
|
–
|
–
|
–
|
|
|
62
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$40.9K
|
–
|
–
|
–
|
|
|
63
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$31.6K
|
–
|
–
|
–
|
|
|
64
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$20.3K
|
+$19.7K
|
+617
|
New
|
|
|
65
|
Asset Dedication LLC
San Francisco,
California
|
$18K
|
–
|
–
|
–
|
|
|
66
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$13.3K
|
-$81.6K
|
-2,551
|
-86%
|
|
|
67
|
IFP Advisors
Tampa,
Florida
|
$12.7K
|
–
|
–
|
–
|
|
|
68
|
Fidelity Investments
Boston,
Massachusetts
|
$12.2K
|
+$7.19K
|
+225
|
+155%
|
|
|
69
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12K
|
+$11.2K
|
+351
|
New
|
|
|
70
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$11.9K
|
–
|
–
|
–
|
|
|
71
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$4K
|
–
|
–
|
–
|
|
|
72
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$33.3K
|
-1,050
|
Closed
|
|
