|
51
|
Wealth Quarterback
Toms River,
New Jersey
|
$26.1K
|
+$28.9K
|
+42
|
New
|
|
|
52
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$25K
|
+$100K
|
+146
|
+14,600%
|
|
|
53
|
ClearBridge Investments
New York
|
$24K
|
–
|
–
|
–
|
|
|
54
|
Blume Capital Management
Berkeley,
California
|
$24K
|
+$27.5K
|
+40
|
New
|
|
|
55
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$23K
|
-$17.2K
|
-25
|
-40%
|
|
|
56
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$23K
|
+$26.1K
|
+38
|
New
|
|
|
57
|
Kings Point Capital Management
Great Neck,
New York
|
$15K
|
–
|
–
|
–
|
|
|
58
|
UBS Group
Zurich,
Switzerland
|
$14K
|
-$201K
|
-292
|
-93%
|
|
|
59
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$13K
|
+$14.4K
|
+21
|
New
|
|
|
60
|
Bessemer Group
Woodbridge,
New Jersey
|
$12K
|
–
|
–
|
–
|
|
|
61
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$12K
|
+$6.87K
|
+10
|
+100%
|
|
|
62
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$11K
|
-$3.44K
|
-5
|
-22%
|
|
|
63
|
MONECO Advisors
Fairfield,
Connecticut
|
$11K
|
–
|
–
|
–
|
|
|
64
|
Howard Wealth Management
Madison,
Connecticut
|
$10K
|
+$11.7K
|
+17
|
New
|
|
|
65
|
Optimum Investment Advisors
Chicago,
Illinois
|
$7K
|
+$8.25K
|
+12
|
New
|
|
|
66
|
William Blair & Company
Chicago,
Illinois
|
$5K
|
+$5.5K
|
+8
|
New
|
|
|
67
|
Next Financial Group
Houston,
Texas
|
$4K
|
+$4.12K
|
+6
|
New
|
|
|
68
|
1 North Wealth Services
Annapolis,
Maryland
|
$3K
|
–
|
–
|
–
|
|
|
69
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2K
|
-$1.37K
|
-2
|
-33%
|
|
|
70
|
Geneos Wealth Management
Englewood,
Colorado
|
$2K
|
–
|
–
|
–
|
|
|
71
|
Gradient Investments
Arden Hills,
Minnesota
|
$2K
|
–
|
–
|
–
|
|
|
72
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$2K
|
+$2.06K
|
+3
|
New
|
|
|
73
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$1K
|
-$55.7K
|
-81
|
-99%
|
|
|
74
|
Security National Trust
Wheeling,
West Virginia
|
$1K
|
–
|
–
|
–
|
|
|
75
|
IMC Chicago
Chicago,
Illinois
|
–
|
-$3.5M
|
-4,741
|
Closed
|
|
