|
101
|
Perigon Wealth Management
San Francisco,
California
|
$212K
|
–
|
–
|
–
|
|
|
102
|
Laidlaw Wealth Management
New York City,
New York
|
$209K
|
–
|
–
|
–
|
|
|
103
|
Geneos Wealth Management
Englewood,
Colorado
|
$209K
|
–
|
–
|
–
|
|
|
104
|
Chris Bulman
Roseville,
California
|
$205K
|
+$189K
|
+4,176
|
+1,824%
|
|
|
105
|
NWF Advisory Services
Los Angeles,
California
|
$204K
|
+$198K
|
+4,389
|
New
|
|
|
106
|
HBW Advisory Services
Simi Valley,
California
|
$203K
|
-$113K
|
-2,495
|
-36%
|
|
|
107
|
TownSquare Capital
Provo,
Utah
|
$202K
|
+$196K
|
+4,339
|
New
|
|
|
108
|
Barclays
London,
United Kingdom
|
$201K
|
+$195K
|
+4,321
|
New
|
|
|
109
|
NBC Securities
Birmingham,
Alabama
|
$147K
|
-$7.42K
|
-164
|
-5%
|
|
|
110
|
Financial Network Wealth Advisors
Murray,
Utah
|
$141K
|
-$57K
|
-1,261
|
-29%
|
|
|
111
|
UBS Group
Zurich,
Switzerland
|
$133K
|
+$129K
|
+2,859
|
New
|
|
|
112
|
Private Trust Company
Cleveland,
Ohio
|
$113K
|
–
|
–
|
–
|
|
|
113
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$112K
|
–
|
–
|
–
|
|
|
114
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$108K
|
+$1.81K
|
+40
|
+2%
|
|
|
115
|
Bank of America
Charlotte,
North Carolina
|
$100K
|
–
|
–
|
–
|
|
|
116
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$93K
|
–
|
–
|
–
|
|
|
117
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$61.7K
|
–
|
–
|
–
|
|
|
118
|
Comerica Bank
Dallas,
Texas
|
$53.1K
|
-$1.31K
|
-29
|
-2%
|
|
|
119
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$42.1K
|
–
|
–
|
–
|
|
|
120
|
Creekmur Asset Management
Morton,
Illinois
|
$23.2K
|
-$90
|
-2
|
-0.4%
|
|
|
121
|
UMB Bank
Kansas City,
Missouri
|
$9.3K
|
+$9.04K
|
+200
|
New
|
|
|
122
|
West Paces Advisors
Atlanta,
Georgia
|
$2.98K
|
-$13.1K
|
-290
|
-82%
|
|
|
123
|
WealthPlan Investment Management
Omaha,
Nebraska
|
–
|
-$6.21M
|
-139,090
|
Closed
|
|
|
124
|
Clear Creek Financial Management
Silverdale,
Washington
|
–
|
-$4.54M
|
-101,699
|
Closed
|
|
|
125
|
WealthPLAN Partners
Omaha,
Nebraska
|
–
|
-$3.82M
|
-85,598
|
Closed
|
|
