|
101
|
Geneos Wealth Management
Englewood,
Colorado
|
$22K
|
–
|
–
|
–
|
|
|
102
|
Sterling Financial Planning
Sparta,
New Jersey
|
$20K
|
+$321
|
+26
|
+2%
|
|
|
103
|
Strategic Asset Management
Rochester,
Minnesota
|
$20K
|
+$19.9K
|
+1,611
|
New
|
|
|
104
|
TD Capital Management
Memphis,
Tennessee
|
$19K
|
+$309
|
+25
|
+2%
|
|
|
105
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$19K
|
+$19.1K
|
+1,548
|
New
|
|
|
106
|
Avior Wealth Management
Omaha,
Nebraska
|
$15K
|
–
|
–
|
–
|
|
|
107
|
Private Capital Group
West Hartford,
Connecticut
|
$15K
|
–
|
–
|
–
|
|
|
108
|
SVB Wealth
Boston,
Massachusetts
|
$13K
|
–
|
–
|
–
|
|
|
109
|
Covington Capital Management
Los Angeles,
California
|
$11K
|
+$11.1K
|
+900
|
New
|
|
|
110
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$7K
|
+$7.3K
|
+591
|
New
|
|
|
111
|
Accel Wealth Management
Waverly,
Iowa
|
$6K
|
–
|
–
|
–
|
|
|
112
|
Parallel Advisors
San Francisco,
California
|
$3K
|
–
|
–
|
–
|
|
|
113
|
Avion Wealth
The Woodlands,
Texas
|
$1K
|
–
|
–
|
–
|
|
|
114
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
–
|
-$314K
|
-25,070
|
Closed
|
|
|
115
|
Ceera Investments
Bellaire,
Texas
|
–
|
-$308K
|
-24,660
|
Closed
|
|
|
116
|
SageGuard Financial Group
Goodlettsville,
Tennessee
|
–
|
-$307K
|
-24,504
|
Closed
|
|
|
117
|
Truist Financial
Charlotte,
North Carolina
|
–
|
-$126K
|
-10,041
|
Closed
|
|
|
118
|
Global Retirement Partners
San Rafael,
California
|
–
|
-$19K
|
-1,547
|
Closed
|
|
|
119
|
First Command Bank
Fort Worth,
Texas
|
–
|
-$18K
|
-1,450
|
Closed
|
|
|
120
|
First Command Financial Services
Fort Worth,
Texas
|
–
|
-$18K
|
-1,450
|
Closed
|
|
|
121
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$17K
|
-1,338
|
Closed
|
|
|
122
|
Ford Financial Group
Fresno,
California
|
–
|
-$14K
|
-1,175
|
Closed
|
|
|
123
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
–
|
-$13K
|
-1,000
|
Closed
|
|
|
124
|
Selective Wealth Management
Forest,
Virginia
|
–
|
-$7K
|
-539
|
Closed
|
|
|
125
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$12
|
+1
|
New
|
|
