|
201
|
Vigilant Capital Management
Portland,
Maine
|
$56K
|
+$55.7K
|
+2,225
|
New
|
|
|
202
|
Private Trust Company
Cleveland,
Ohio
|
$56K
|
+$56.1K
|
+2,241
|
New
|
|
|
203
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$51K
|
-$99.3K
|
-3,969
|
-66%
|
|
|
204
|
Prosperity Planning
Kansas City,
Missouri
|
$49K
|
–
|
–
|
–
|
|
|
205
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$40K
|
–
|
–
|
–
|
|
|
206
|
Global Retirement Partners
San Rafael,
California
|
$36K
|
+$50
|
+2
|
+0.1%
|
|
|
207
|
UMB Bank
Kansas City,
Missouri
|
$30K
|
+$30K
|
+1,200
|
New
|
|
|
208
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$18K
|
–
|
–
|
–
|
|
|
209
|
CoreCap Advisors
Southfield,
Michigan
|
$14K
|
+$14.3K
|
+572
|
New
|
|
|
210
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$13K
|
–
|
–
|
–
|
|
|
211
|
Optimum Investment Advisors
Chicago,
Illinois
|
$12K
|
–
|
–
|
–
|
|
|
212
|
Front Row Advisors
Tiburon,
California
|
$11K
|
–
|
–
|
–
|
|
|
213
|
Horizons Wealth Management
Asheville,
North Carolina
|
$10K
|
+$10K
|
+400
|
New
|
|
|
214
|
Stephens Consulting
Flint,
Michigan
|
$4.7K
|
–
|
–
|
–
|
|
|
215
|
Meeder Asset Management
Dublin,
Ohio
|
$4K
|
–
|
–
|
–
|
|
|
216
|
|
$3K
|
–
|
–
|
–
|
|
|
217
|
Retirement Group
San Diego,
California
|
$1K
|
–
|
–
|
–
|
|
|
218
|
Valeo Financial Advisors
Carmel,
Indiana
|
–
|
-$136K
|
-63,905
|
Closed
|
|
|
219
|
Brasada Capital Management
Houston,
Texas
|
–
|
-$1.1M
|
-44,000
|
Closed
|
|
|
220
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$1.06M
|
-42,544
|
Closed
|
|
|
221
|
American Family Insurance Mutual Holding
Madison,
Wisconsin
|
–
|
-$1M
|
-40,000
|
Closed
|
|
|
222
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
–
|
-$498K
|
-19,896
|
Closed
|
|
|
223
|
Cetera Advisors
Denver,
Colorado
|
–
|
-$480K
|
-19,157
|
Closed
|
|
|
224
|
BNP Paribas Financial Markets
Paris,
France
|
–
|
-$421K
|
-16,796
|
Closed
|
|
|
225
|
Wealthquest
Cincinnati,
Ohio
|
–
|
-$288K
|
-11,074
|
Closed
|
|
