|
26
|
Geneos Wealth Management
Englewood,
Colorado
|
$22K
|
–
|
–
|
–
|
|
|
27
|
Covington Capital Management
Los Angeles,
California
|
$21K
|
-$300K
|
-13,191
|
-93%
|
|
|
28
|
Whittier Trust
South Pasadena,
California
|
$16K
|
-$22.8K
|
-1,000
|
-57%
|
|
|
29
|
Rockefeller Capital Management
New York
|
$11K
|
+$6.71K
|
+295
|
+129%
|
|
|
30
|
Steward Partners Investment Advisory
New York
|
$11K
|
+$11.4K
|
+500
|
New
|
|
|
31
|
WhitTier Trust Company
Reno,
Nevada
|
$10K
|
+$7.56K
|
+332
|
+221%
|
|
|
32
|
Selective Wealth Management
Forest,
Virginia
|
$8K
|
–
|
–
|
–
|
|
|
33
|
Parallel Advisors
San Francisco,
California
|
$6K
|
–
|
–
|
–
|
|
|
34
|
Spire Wealth Management
Mclean,
Virginia
|
$5K
|
–
|
–
|
–
|
|
|
35
|
IFP Advisors
Tampa,
Florida
|
$5K
|
+$4.64K
|
+204
|
New
|
|
|
36
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$3K
|
–
|
–
|
–
|
|
|
37
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$2K
|
-$23
|
-1
|
-1%
|
|
|
38
|
Parkside Investments
Deerfield,
Illinois
|
$2K
|
+$2.28K
|
+100
|
New
|
|
|
39
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
|
40
|
Gradient Investments
Arden Hills,
Minnesota
|
$1K
|
–
|
–
|
–
|
|
|
41
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$336K
|
-14,041
|
Closed
|
|
|
42
|
LPL Financial
San Diego,
California
|
–
|
-$231K
|
-9,629
|
Closed
|
|
|
43
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
–
|
-$216K
|
-9,033
|
Closed
|
|
|
44
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
–
|
-$19K
|
-798
|
Closed
|
|
|
45
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$8K
|
-346
|
Closed
|
|
|
46
|
PFS Partners
Mine Hill,
New Jersey
|
–
|
-$146
|
-6
|
Closed
|
|
