|
51
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$105K
|
–
|
–
|
–
|
|
|
52
|
Tradition Wealth Management
Edina,
Minnesota
|
$100K
|
–
|
–
|
–
|
|
|
53
|
Rockefeller Capital Management
New York
|
$87K
|
-$659
|
-23
|
-0.7%
|
|
|
54
|
Arax Advisory Partners
Denver,
Colorado
|
$69K
|
–
|
–
|
–
|
|
|
55
|
American Portfolios Advisors
Holbrook,
New York
|
$57.1K
|
–
|
–
|
–
|
|
|
56
|
Covestor
London,
United Kingdom
|
$56K
|
-$6.65K
|
-232
|
-10%
|
|
|
57
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$47K
|
–
|
–
|
–
|
|
|
58
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$45K
|
-$1.43K
|
-50
|
-3%
|
|
|
59
|
Lindbrook Capital
Calabasas,
California
|
$35K
|
-$143K
|
-5,000
|
-78%
|
|
|
60
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$33K
|
–
|
–
|
–
|
|
|
61
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$32K
|
–
|
–
|
–
|
|
|
62
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$31K
|
–
|
–
|
–
|
|
|
63
|
Baystate Wealth Management
Boston,
Massachusetts
|
$26K
|
–
|
–
|
–
|
|
|
64
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$23K
|
+$11.6K
|
+403
|
+82%
|
|
|
65
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$21K
|
–
|
–
|
–
|
|
|
66
|
Strategic Asset Management
Rochester,
Minnesota
|
$21K
|
–
|
–
|
–
|
|
|
67
|
SignatureFD
Atlanta,
Georgia
|
$16K
|
–
|
–
|
–
|
|
|
68
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$15K
|
–
|
–
|
–
|
|
|
69
|
Global Retirement Partners
San Rafael,
California
|
$15K
|
–
|
–
|
–
|
|
|
70
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$14K
|
-$93.7K
|
-3,270
|
-86%
|
|
|
71
|
Financial Management Professionals
Austin,
Texas
|
$13K
|
–
|
–
|
–
|
|
|
72
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$13K
|
–
|
–
|
–
|
|
|
73
|
Aspire Private Capital
Cornelius,
North Carolina
|
$12K
|
-$688
|
-24
|
-5%
|
|
|
74
|
Castle Wealth Management
West Palm Beach,
Florida
|
$12K
|
+$13.8K
|
+480
|
New
|
|
|
75
|
Fidelity Investments
Boston,
Massachusetts
|
$10K
|
-$2.69K
|
-94
|
-20%
|
|
