|
201
|
Geneos Wealth Management
Englewood,
Colorado
|
$35K
|
–
|
–
|
–
|
|
|
202
|
Global Retirement Partners
San Rafael,
California
|
$26K
|
–
|
–
|
–
|
|
|
203
|
US Bancorp
Minneapolis,
Minnesota
|
$23K
|
-$30.1K
|
-1,631
|
-57%
|
|
|
204
|
Sutton Wealth Advisors
Tampa,
Florida
|
$22.9K
|
–
|
–
|
–
|
|
|
205
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$22K
|
–
|
–
|
–
|
|
|
206
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$21K
|
–
|
–
|
–
|
|
|
207
|
|
$19K
|
+$19.4K
|
+1,050
|
New
|
|
|
208
|
ClearBridge Investments
New York
|
$18K
|
-$7.38K
|
-400
|
-29%
|
|
|
209
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$18K
|
–
|
–
|
–
|
|
|
210
|
Edge Wealth Management
New York
|
$15K
|
–
|
–
|
–
|
|
|
211
|
|
$11K
|
–
|
–
|
–
|
|
|
212
|
Cutler Group
San Francisco,
California
|
$9K
|
-$7.19K
|
-390
|
-44%
|
|
|
213
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$8K
|
+$8.04K
|
+436
|
New
|
|
|
214
|
Oakworth Capital
Birmingham,
Alabama
|
$7K
|
–
|
–
|
–
|
|
|
215
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$5K
|
–
|
–
|
–
|
|
|
216
|
Private Capital Group
West Hartford,
Connecticut
|
$4K
|
+$15.8K
|
+856
|
New
|
|
|
217
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$2K
|
–
|
–
|
–
|
|
|
218
|
Fusion Family Wealth
Woodbury,
New York
|
$2K
|
–
|
–
|
–
|
|
|
219
|
Paulson Wealth Management
Wheaton,
Illinois
|
$2K
|
+$2.18K
|
+118
|
New
|
|
|
220
|
AssetMark Inc
Concord,
California
|
$1K
|
-$288K
|
-15,638
|
-100%
|
|
|
221
|
Proficio Capital Partners
Newton,
Massachusetts
|
$1K
|
-$111
|
-6
|
-8%
|
|
|
222
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$1K
|
+$258
|
+14
|
+29%
|
|
|
223
|
Alpine Woods Capital Investors
Purchase,
New York
|
–
|
-$5.38M
|
-297,179
|
Closed
|
|
|
224
|
|
–
|
-$1.12M
|
-61,694
|
Closed
|
|
|
225
|
|
–
|
-$1.05M
|
-58,200
|
Closed
|
|
