|
26
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$145K
|
-$55.2K
|
-1,384
|
-26%
|
|
|
27
|
Rockefeller Capital Management
New York
|
$74K
|
+$81.9K
|
+2,055
|
New
|
|
|
28
|
Geneos Wealth Management
Englewood,
Colorado
|
$62K
|
+$37.5K
|
+940
|
+114%
|
|
|
29
|
tru Independence
Portland,
Oregon
|
$28K
|
–
|
–
|
–
|
|
|
30
|
Financial Advantage
Columbia,
Maryland
|
$27K
|
–
|
–
|
–
|
|
|
31
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$22K
|
–
|
–
|
–
|
|
|
32
|
Reilly Financial Advisors
La Mesa,
California
|
$22K
|
–
|
–
|
–
|
|
|
33
|
Parallel Advisors
San Francisco,
California
|
$18K
|
–
|
–
|
–
|
|
|
34
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$16K
|
+$12K
|
+300
|
+201%
|
|
|
35
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$14K
|
–
|
–
|
–
|
|
|
36
|
First Horizon Advisors
Memphis,
Tennessee
|
$11K
|
–
|
–
|
–
|
|
|
37
|
Verus Capital Partners
Scottsdale,
Arizona
|
$8K
|
+$120
|
+3
|
+1%
|
|
|
38
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$5K
|
+$5.5K
|
+138
|
New
|
|
|
39
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$2.67K
|
+$2.95K
|
+74
|
New
|
|
|
40
|
Allworth Financial
Folsom,
California
|
$2K
|
–
|
–
|
–
|
|
|
41
|
Fiduciary Planning
Englewood,
Florida
|
–
|
-$654K
|
-15,563
|
Closed
|
|
|
42
|
Millennium Management
New York
|
–
|
-$420K
|
-9,893
|
Closed
|
|
|
43
|
Lincoln National Corp
Radnor,
Pennsylvania
|
–
|
-$225K
|
-5,296
|
Closed
|
|
|
44
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
–
|
-$212K
|
-4,997
|
Closed
|
|
|
45
|
Wealth Quarterback
Toms River,
New Jersey
|
–
|
-$5.48K
|
-129
|
Closed
|
|
|
46
|
PSI Advisors
Tampa,
Florida
|
–
|
-$4K
|
-100
|
Closed
|
|
|
47
|
Realta Investment Advisors
Wilmington,
Delaware
|
–
|
-$2K
|
-51
|
Closed
|
|
|
48
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$40
|
-1
|
-50%
|
|
