|
26
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$50K
|
–
|
–
|
–
|
|
|
27
|
Belpointe Asset Management
Reno,
Nevada
|
$50K
|
+$50.1K
|
+903
|
New
|
|
|
28
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$50K
|
+$50.1K
|
+903
|
New
|
|
|
29
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$38.9K
|
+$38.9K
|
+702
|
New
|
|
|
30
|
Geneos Wealth Management
Englewood,
Colorado
|
$33.2K
|
–
|
–
|
–
|
|
|
31
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$32K
|
–
|
–
|
–
|
|
|
32
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$25.2K
|
+$25.2K
|
+455
|
New
|
|
|
33
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$22K
|
+$21.7K
|
+392
|
New
|
|
|
34
|
Avior Wealth Management
Omaha,
Nebraska
|
$16.8K
|
-$4.38K
|
-79
|
-21%
|
|
|
35
|
Fidelity Investments
Boston,
Massachusetts
|
$16.8K
|
+$16.8K
|
+303
|
New
|
|
|
36
|
Toth Financial Advisory
Leesburg,
Virginia
|
$16.6K
|
+$5.55K
|
+100
|
+50%
|
|
|
37
|
Advisory Services Network
Atlanta,
Georgia
|
$4.7K
|
+$4.71K
|
+85
|
New
|
|
|
38
|
Private Trust Company
Cleveland,
Ohio
|
$3K
|
-$55
|
-1
|
-2%
|
|
|
39
|
US Bancorp
Minneapolis,
Minnesota
|
$2.16K
|
–
|
–
|
–
|
|
|
40
|
|
$2K
|
-$55
|
-1
|
-3%
|
|
|
41
|
NewEdge Advisors
New Orleans,
Louisiana
|
$22
|
+$22.2K
|
+400
|
New
|
|
|
42
|
Credit Suisse
Zurich,
Switzerland
|
–
|
-$7.05M
|
-139,400
|
Closed
|
|
|
43
|
UBS Group
Zurich,
Switzerland
|
–
|
-$7K
|
-137
|
Closed
|
|
|
44
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
–
|
-$6K
|
-125
|
Closed
|
|
|
45
|
Advisornet Financial
Minnetonka,
Minnesota
|
–
|
-$4K
|
-85
|
Closed
|
|
