|
51
|
Geneos Wealth Management
Englewood,
Colorado
|
$56K
|
–
|
–
|
–
|
|
|
52
|
William Blair & Company
Chicago,
Illinois
|
$37K
|
-$11.1K
|
-290
|
-23%
|
|
|
53
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$30K
|
–
|
–
|
–
|
|
|
54
|
Rinkey Investments
San Diego,
California
|
$29K
|
+$27.6K
|
+720
|
New
|
|
|
55
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$28K
|
+$28.1K
|
+734
|
New
|
|
|
56
|
First Horizon Advisors
Memphis,
Tennessee
|
$16K
|
+$15.7K
|
+409
|
New
|
|
|
57
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$10K
|
+$10.3K
|
+270
|
New
|
|
|
58
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$4K
|
-$2.38K
|
-62
|
-35%
|
|
|
59
|
Fidelity Investments
Boston,
Massachusetts
|
$3K
|
+$38
|
+1
|
+1%
|
|
|
60
|
Curi Wealth Management
Raleigh,
North Carolina
|
$3K
|
+$3.79K
|
+99
|
New
|
|
|
61
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$2K
|
-$24K
|
-626
|
-94%
|
|
|
62
|
Wealthspire Advisors (New York)
New York
|
–
|
-$39.4M
|
-1,039,432
|
Closed
|
|
|
63
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
–
|
-$906K
|
-23,905
|
Closed
|
|
|
64
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
–
|
-$120K
|
-3,160
|
Closed
|
|
|
65
|
Cahill Financial Advisors
Edina,
Minnesota
|
–
|
-$56K
|
-1,468
|
Closed
|
|
|
66
|
Harbour Investments
Madison,
Wisconsin
|
–
|
-$21K
|
-548
|
Closed
|
|
|
67
|
Brown Brothers Harriman & Co
New York
|
–
|
-$8K
|
-200
|
Closed
|
|
|
68
|
|
–
|
-$4K
|
-100
|
Closed
|
|
