|
51
|
Caldwell Trust
Venice,
Florida
|
$52.5K
|
–
|
–
|
–
|
|
|
52
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$52.1K
|
+$52.1K
|
+695
|
New
|
|
|
53
|
Comerica Bank
Dallas,
Texas
|
$33.8K
|
+$4.95K
|
+66
|
+17%
|
|
|
54
|
Spire Wealth Management
Mclean,
Virginia
|
$31.6K
|
-$30.4K
|
-405
|
-49%
|
|
|
55
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$20.6K
|
+$20.6K
|
+275
|
New
|
|
|
56
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$19K
|
–
|
–
|
–
|
|
|
57
|
US Bancorp
Minneapolis,
Minnesota
|
$13.1K
|
-$14.2K
|
-190
|
-52%
|
|
|
58
|
Penserra Capital Management
Orinda,
California
|
$7K
|
-$75
|
-1
|
-1%
|
|
|
59
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$5.48K
|
–
|
–
|
–
|
|
|
60
|
Versant Capital Management
Phoenix,
Arizona
|
$3.75K
|
–
|
–
|
–
|
|
|
61
|
Annapolis Financial Services
Annapolis,
Maryland
|
$2.55K
|
–
|
–
|
–
|
|
|
62
|
UBS Group
Zurich,
Switzerland
|
$2.03K
|
-$137K
|
-1,823
|
-99%
|
|
|
63
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
-$36.1K
|
-482
|
-94%
|
|
|
64
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$744
|
+$375
|
+5
|
+100%
|
|
|
65
|
Kelly Financial Services
Braintree,
Massachusetts
|
$525
|
–
|
–
|
–
|
|
|
66
|
Sowell Financial Services
North Little Rock,
Arkansas
|
–
|
-$6.41M
|
-85,301
|
Closed
|
|
|
67
|
Colonial River Investments
Midlothian,
Virginia
|
–
|
-$513K
|
-6,827
|
Closed
|
|
|
68
|
Forum Financial Management
Lombard,
Illinois
|
–
|
-$276K
|
-3,668
|
Closed
|
|
|
69
|
Commonwealth Financial Services
Vienna,
West Virginia
|
–
|
-$216K
|
-2,873
|
Closed
|
|
|
70
|
|
–
|
-$2.63K
|
-35
|
Closed
|
|
