|
101
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$200K
|
–
|
–
|
–
|
|
|
102
|
Weaver Consulting Group
Huntington Beach,
California
|
$127K
|
–
|
–
|
–
|
|
|
103
|
Geneos Wealth Management
Englewood,
Colorado
|
$113K
|
–
|
–
|
–
|
|
|
104
|
Vigilant Capital Management
Portland,
Maine
|
$78K
|
–
|
–
|
–
|
|
|
105
|
Steward Partners Investment Advisory
New York
|
$68K
|
–
|
–
|
–
|
|
|
106
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$62K
|
–
|
–
|
–
|
|
|
107
|
Houlihan Financial Resource Group
Ashburn,
Virginia
|
$49K
|
+$49.2K
|
+1,900
|
New
|
|
|
108
|
WhitTier Trust Company
Reno,
Nevada
|
$27K
|
–
|
–
|
–
|
|
|
109
|
New Capital Management
Houston,
Texas
|
$26K
|
–
|
–
|
–
|
|
|
110
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$25K
|
–
|
–
|
–
|
|
|
111
|
Rockbridge Investment Management
Syracuse,
New York
|
$25K
|
–
|
–
|
–
|
|
|
112
|
Parallel Advisors
San Francisco,
California
|
$23K
|
–
|
–
|
–
|
|
|
113
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$19K
|
–
|
–
|
–
|
|
|
114
|
TimeScale Financial
Danvers,
Massachusetts
|
$10K
|
+$52
|
+2
|
+0.5%
|
|
|
115
|
Sonora Investment Management
Tucson,
Arizona
|
$10K
|
+$9.71K
|
+375
|
New
|
|
|
116
|
Estate Counselors
Thiensville,
Wisconsin
|
–
|
-$1.75M
|
-67,390
|
Closed
|
|
|
117
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.59M
|
-61,480
|
Closed
|
|
|
118
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$577K
|
-22,249
|
Closed
|
|
|
119
|
Royal Harbor Partners
Houston,
Texas
|
–
|
-$405K
|
-15,613
|
Closed
|
|
|
120
|
Denver PWM
Denver,
Colorado
|
–
|
-$358K
|
-13,790
|
Closed
|
|
|
121
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
–
|
-$200K
|
-7,735
|
Closed
|
|
|
122
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
–
|
-$50.5K
|
-1,945
|
Closed
|
|
|
123
|
William Blair & Company
Chicago,
Illinois
|
–
|
-$31K
|
-1,200
|
Closed
|
|
|
124
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
–
|
-$27K
|
-1,028
|
Closed
|
|
|
125
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
–
|
-$12K
|
-501
|
Closed
|
|
