|
51
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$208K
|
–
|
–
|
–
|
|
|
52
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$202K
|
-$154K
|
-4,706
|
-45%
|
|
|
53
|
Klingman & Associates
New York
|
$200K
|
+$189K
|
+5,773
|
New
|
|
|
54
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$199K
|
+$9.26K
|
+282
|
+5%
|
|
|
55
|
|
$199K
|
+$9.26K
|
+282
|
+5%
|
|
|
56
|
HC Financial Advisors
Lafayette,
California
|
$197K
|
–
|
–
|
–
|
|
|
57
|
Parallel Advisors
San Francisco,
California
|
$166K
|
+$131
|
+4
|
+0.1%
|
|
|
58
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$159K
|
–
|
–
|
–
|
|
|
59
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$139K
|
–
|
–
|
–
|
|
|
60
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$116K
|
-$507K
|
-15,434
|
-82%
|
|
|
61
|
Cedar Wealth Management
Walnut Creek,
California
|
$98K
|
+$7.75K
|
+236
|
+9%
|
|
|
62
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$94K
|
+$624
|
+19
|
+0.7%
|
|
|
63
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$73K
|
-$26.6K
|
-810
|
-28%
|
|
|
64
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$68K
|
+$5.55K
|
+169
|
+9%
|
|
|
65
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$59K
|
-$149K
|
-4,540
|
-73%
|
|
|
66
|
Crewe Advisors
Salt Lake City,
Utah
|
$58K
|
–
|
–
|
–
|
|
|
67
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$47K
|
-$35.8K
|
-1,092
|
-44%
|
|
|
68
|
Fidelity Investments
Boston,
Massachusetts
|
$31K
|
-$107K
|
-3,267
|
-79%
|
|
|
69
|
Your Advocates Ltd
Houston,
Texas
|
$21K
|
+$19.6K
|
+596
|
New
|
|
|
70
|
Spectrum Management Group
Indianapolis,
Indiana
|
$19K
|
–
|
–
|
–
|
|
|
71
|
Geneos Wealth Management
Englewood,
Colorado
|
$17K
|
–
|
–
|
–
|
|
|
72
|
Synovus Financial
Columbus,
Georgia
|
$17K
|
+$98
|
+3
|
+0.6%
|
|
|
73
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$17K
|
+$15.8K
|
+482
|
New
|
|
|
74
|
Versant Capital Management
Phoenix,
Arizona
|
$13K
|
-$74.6K
|
-2,272
|
-85%
|
|
|
75
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$13K
|
–
|
–
|
–
|
|
