|
101
|
GoalVest Advisory
New York
|
$150K
|
–
|
–
|
–
|
|
|
102
|
Geneos Wealth Management
Englewood,
Colorado
|
$95.3K
|
–
|
–
|
–
|
|
|
103
|
Kilter Group
Rhinebeck,
New York
|
$77.2K
|
–
|
–
|
–
|
|
|
104
|
Financial Network Wealth Advisors
Murray,
Utah
|
$43.3K
|
-$25.4K
|
-665
|
-37%
|
|
|
105
|
Rockefeller Capital Management
New York
|
$39.3K
|
+$38.6K
|
+1,010
|
New
|
|
|
106
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$26K
|
+$25.6K
|
+670
|
New
|
|
|
107
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$20K
|
–
|
–
|
–
|
|
|
108
|
IMG Wealth Management
Jacksonville,
Florida
|
$16K
|
–
|
–
|
–
|
|
|
109
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$14K
|
–
|
–
|
–
|
|
|
110
|
Evolution Wealth Management
Fort Myers,
Florida
|
$9.25K
|
–
|
–
|
–
|
|
|
111
|
UBS Group
Zurich,
Switzerland
|
$2.88K
|
-$1.25M
|
-32,661
|
-100%
|
|
|
112
|
|
–
|
-$1.31M
|
-34,914
|
Closed
|
|
|
113
|
BlueChip Wealth Advisors
Milton,
Georgia
|
–
|
-$1.3M
|
-34,444
|
Closed
|
|
|
114
|
Armis Advisers
Atlanta,
Georgia
|
–
|
-$495K
|
-13,153
|
Closed
|
|
|
115
|
ORG Partners
Roanoke,
Indiana
|
–
|
-$432K
|
-11,500
|
Closed
|
|
|
116
|
MML Investors Services
Springfield,
Massachusetts
|
–
|
-$431K
|
-11,472
|
Closed
|
|
|
117
|
Strategic Blueprint
Atlanta,
Georgia
|
–
|
-$208K
|
-5,542
|
Closed
|
|
|
118
|
Jones Financial Companies
Des Peres,
Missouri
|
–
|
-$36K
|
-960
|
Closed
|
|
|
119
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$32K
|
-843
|
Closed
|
|
|
120
|
Park Square Financial Group
Roswell,
Georgia
|
–
|
-$3.01K
|
-80
|
Closed
|
|
