|
51
|
High Net Worth Advisory Group
Naples,
Florida
|
$225K
|
–
|
–
|
–
|
|
|
52
|
UBS Group
Zurich,
Switzerland
|
$225K
|
+$46.4K
|
+431
|
+23%
|
|
|
53
|
Cetera Advisors
Denver,
Colorado
|
$213K
|
-$2.69K
|
-25
|
-1%
|
|
|
54
|
IFP Advisors
Tampa,
Florida
|
$152K
|
+$174K
|
+1,616
|
New
|
|
|
55
|
American Portfolios Advisors
Holbrook,
New York
|
$151K
|
+$323
|
+3
|
+0.2%
|
|
|
56
|
Belpointe Asset Management
Reno,
Nevada
|
$147K
|
-$13K
|
-121
|
-8%
|
|
|
57
|
US Bancorp
Minneapolis,
Minnesota
|
$40K
|
–
|
–
|
–
|
|
|
58
|
Private Trust Company
Cleveland,
Ohio
|
$39K
|
+$43K
|
+400
|
New
|
|
|
59
|
DB Wealth Management Group
San Diego,
California
|
$30K
|
+$10.8K
|
+100
|
+49%
|
|
|
60
|
Steward Partners Investment Advisory
New York
|
$25K
|
-$3.23K
|
-30
|
-11%
|
|
|
61
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$24K
|
+$108
|
+1
|
+0.4%
|
|
|
62
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$24K
|
+$108
|
+1
|
+0.4%
|
|
|
63
|
SOA Wealth Advisors
New York
|
$20K
|
–
|
–
|
–
|
|
|
64
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$20K
|
–
|
–
|
–
|
|
|
65
|
Fidelity Investments
Boston,
Massachusetts
|
$16K
|
+$4.09K
|
+38
|
+31%
|
|
|
66
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15K
|
–
|
–
|
–
|
|
|
67
|
Asset Dedication LLC
San Francisco,
California
|
$13K
|
–
|
–
|
–
|
|
|
68
|
Bogart Wealth LLC
Mclean,
Virginia
|
$10K
|
–
|
–
|
–
|
|
|
69
|
Wolff Wiese Magana
Carslbad,
California
|
$6K
|
-$14.4K
|
-134
|
-70%
|
|
|
70
|
Harbour Investments
Madison,
Wisconsin
|
$6K
|
–
|
–
|
–
|
|
|
71
|
Destiny Wealth Partners
Tavares,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
72
|
StrategIQ Financial Group
Merrillville,
Indiana
|
–
|
-$201K
|
-1,928
|
Closed
|
|
|
73
|
|
–
|
-$36K
|
-343
|
Closed
|
|
|
74
|
Rockbridge Investment Management
Syracuse,
New York
|
–
|
-$15.4K
|
-148
|
Closed
|
|
|
75
|
Spire Wealth Management
Mclean,
Virginia
|
–
|
-$12K
|
-116
|
Closed
|
|
