|
26
|
UBS Group
Zurich,
Switzerland
|
$436K
|
+$9.31K
|
+232
|
+2%
|
|
|
27
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$345K
|
+$339K
|
+8,437
|
New
|
|
|
28
|
Asset Dedication LLC
San Francisco,
California
|
$299K
|
-$8.43K
|
-210
|
-3%
|
|
|
29
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$248K
|
-$20.1K
|
-500
|
-8%
|
|
|
30
|
WMS Partners
Towson,
Maryland
|
$204K
|
–
|
–
|
–
|
|
|
31
|
American Portfolios Advisors
Holbrook,
New York
|
$137K
|
-$12.7K
|
-316
|
-9%
|
|
|
32
|
Advisornet Financial
Minnetonka,
Minnesota
|
$102K
|
+$100K
|
+2,500
|
New
|
|
|
33
|
|
$45K
|
–
|
–
|
–
|
|
|
34
|
Fidelity Investments
Boston,
Massachusetts
|
$41K
|
+$40.1K
|
+1,000
|
New
|
|
|
35
|
Rockefeller Capital Management
New York
|
$40K
|
–
|
–
|
–
|
|
|
36
|
Archer Investment Corporation
Carmel,
Indiana
|
$39.1K
|
-$20.1K
|
-500
|
-34%
|
|
|
37
|
Geneos Wealth Management
Englewood,
Colorado
|
$33K
|
–
|
–
|
–
|
|
|
38
|
|
$18K
|
+$14K
|
+350
|
+350%
|
|
|
39
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$10K
|
–
|
–
|
–
|
|
|
40
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$9K
|
–
|
–
|
–
|
|
|
41
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$6K
|
–
|
–
|
–
|
|
|
42
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$4.09K
|
+$4.01K
|
+100
|
New
|
|
|
43
|
Bartlett & Co
Cincinnati,
Ohio
|
$4K
|
+$4.01K
|
+100
|
New
|
|
|
44
|
Next Financial Group
Houston,
Texas
|
$4K
|
+$4.01K
|
+100
|
New
|
|
|
45
|
Avion Wealth
The Woodlands,
Texas
|
$3K
|
–
|
–
|
–
|
|
|
46
|
Koshinski Asset Management
Decatur,
Illinois
|
$2.04K
|
+$2.01K
|
+50
|
New
|
|
|
47
|
Sterling Financial Planning
Sparta,
New Jersey
|
$2K
|
-$361
|
-9
|
-18%
|
|
|
48
|
Tradewinds Capital Management
Bellingham,
Washington
|
$2K
|
–
|
–
|
–
|
|
|
49
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$2.17M
|
-53,800
|
Closed
|
|
|
50
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
–
|
-$536K
|
-13,232
|
Closed
|
|
