|
51
|
Hartford Financial Management
Hartford,
Connecticut
|
$36K
|
–
|
–
|
–
|
|
|
52
|
Tradition Wealth Management
Edina,
Minnesota
|
$36K
|
–
|
–
|
–
|
|
|
53
|
|
$36K
|
+$36.2K
|
+405
|
New
|
|
|
54
|
Kelly Financial Services
Braintree,
Massachusetts
|
$32.6K
|
-$9.47K
|
-106
|
-23%
|
|
|
55
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$27K
|
-$109K
|
-1,225
|
-80%
|
|
|
56
|
RPG Investment Advisory
Pleasanton,
California
|
$24K
|
–
|
–
|
–
|
|
|
57
|
NVWM LLC
Yardley,
Pennsylvania
|
$18K
|
+$8.94K
|
+100
|
+100%
|
|
|
58
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$17K
|
–
|
–
|
–
|
|
|
59
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$15K
|
+$14.7K
|
+165
|
New
|
|
|
60
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$14K
|
+$14.3K
|
+160
|
New
|
|
|
61
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13K
|
+$13K
|
+146
|
New
|
|
|
62
|
Bank of America
Charlotte,
North Carolina
|
$7K
|
-$914K
|
-10,230
|
-99%
|
|
|
63
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$4K
|
+$4.47K
|
+50
|
New
|
|
|
64
|
Professional Financial Advisors
North Platte,
Nebraska
|
$1K
|
–
|
–
|
–
|
|
|
65
|
Gradient Investments
Arden Hills,
Minnesota
|
$1K
|
+$894
|
+10
|
New
|
|
|
66
|
AssetMark Inc
Concord,
California
|
$1K
|
+$983
|
+11
|
New
|
|
|
67
|
Tidal Investments
Milwaukee,
Wisconsin
|
–
|
-$50.4M
|
-759,487
|
Closed
|
|
|
68
|
Paracle Advisors
Mercer Island,
Washington
|
–
|
-$1.66M
|
-25,000
|
Closed
|
|
|
69
|
|
–
|
-$1.29M
|
-19,488
|
Closed
|
|
|
70
|
Credit Suisse
Zurich,
Switzerland
|
–
|
-$995K
|
-15,000
|
Closed
|
|
|
71
|
QCM Cayman
Houston,
Texas
|
–
|
-$623K
|
-9,400
|
Closed
|
|
|
72
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
–
|
-$146K
|
-2,201
|
Closed
|
|
|
73
|
Johnson Midwest Financial
Glidden,
Iowa
|
–
|
-$3K
|
-48
|
Closed
|
|
|
74
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$1.79K
|
-20
|
-95%
|
|
|
75
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
–
|
-$1K
|
-20
|
Closed
|
|
