|
101
|
|
$199K
|
+$202K
|
+8,360
|
New
|
|
|
102
|
Asset Dedication LLC
San Francisco,
California
|
$153K
|
-$43.6K
|
-1,800
|
-22%
|
|
|
103
|
Geneos Wealth Management
Englewood,
Colorado
|
$114K
|
-$68.9K
|
-2,845
|
-37%
|
|
|
104
|
Stelac Advisory Services
New York
|
$111K
|
+$113K
|
+4,670
|
New
|
|
|
105
|
Key Financial Inc
West Chester,
Pennsylvania
|
$106K
|
–
|
–
|
–
|
|
|
106
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$92K
|
-$333K
|
-13,742
|
-78%
|
|
|
107
|
BNP Paribas Financial Markets
Paris,
France
|
$72.4K
|
+$73.6K
|
+3,040
|
New
|
|
|
108
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$47K
|
-$12.1K
|
-500
|
-20%
|
|
|
109
|
Rockefeller Capital Management
New York
|
$47K
|
–
|
–
|
–
|
|
|
110
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$42K
|
–
|
–
|
–
|
|
|
111
|
Enterprise Trust & Investment
Los Gatos,
California
|
$28K
|
–
|
–
|
–
|
|
|
112
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$27K
|
+$17.4K
|
+719
|
+178%
|
|
|
113
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$19K
|
–
|
–
|
–
|
|
|
114
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$17K
|
–
|
–
|
–
|
|
|
115
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$11K
|
–
|
–
|
–
|
|
|
116
|
Anchor Investment Management
Columbia,
South Carolina
|
$9.53K
|
–
|
–
|
–
|
|
|
117
|
Advisornet Financial
Minnetonka,
Minnesota
|
$7K
|
–
|
–
|
–
|
|
|
118
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$4K
|
–
|
–
|
–
|
|
|
119
|
American Portfolios Advisors
Holbrook,
New York
|
$786
|
+$799
|
+33
|
New
|
|
|
120
|
McDonald Partners
Cleveland,
Ohio
|
–
|
-$6.38M
|
-255,317
|
Closed
|
|
|
121
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
–
|
-$4.19M
|
-167,672
|
Closed
|
|
|
122
|
Freedom Investment Management
Hartford,
Connecticut
|
–
|
-$1.03M
|
-41,393
|
Closed
|
|
|
123
|
DZ Bank
Frankfurt Am Main,
Germany
|
–
|
-$302K
|
-12,103
|
Closed
|
|
|
124
|
Southport Capital Management
Chattanooga,
Tennessee
|
–
|
-$207K
|
-8,283
|
Closed
|
|
|
125
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$205K
|
-8,192
|
Closed
|
|
