|
101
|
Geneos Wealth Management
Englewood,
Colorado
|
$36K
|
-$20.2K
|
-175
|
-35%
|
|
|
102
|
Retirement Group
San Diego,
California
|
$21K
|
–
|
–
|
–
|
|
|
103
|
Spire Wealth Management
Mclean,
Virginia
|
$19K
|
-$11.9K
|
-103
|
-36%
|
|
|
104
|
Accel Wealth Management
Waverly,
Iowa
|
$13K
|
–
|
–
|
–
|
|
|
105
|
Steward Partners Investment Advisory
New York
|
$12K
|
–
|
–
|
–
|
|
|
106
|
Heritage Financial Services
Westwood,
Massachusetts
|
$10K
|
+$11.2K
|
+97
|
New
|
|
|
107
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$8K
|
–
|
–
|
–
|
|
|
108
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$7K
|
+$7.5K
|
+65
|
New
|
|
|
109
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$5K
|
–
|
–
|
–
|
|
|
110
|
|
$3K
|
–
|
–
|
–
|
|
|
111
|
Global Retirement Partners
San Rafael,
California
|
$2K
|
–
|
–
|
–
|
|
|
112
|
Win Advisors
Palm Beach Gardens,
Florida
|
–
|
-$8.52M
|
-68,414
|
Closed
|
|
|
113
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$2M
|
-16,015
|
Closed
|
|
|
114
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
–
|
-$837K
|
-6,716
|
Closed
|
|
|
115
|
MBE Wealth Management
Tomah,
Wisconsin
|
–
|
-$237K
|
-1,899
|
Closed
|
|
|
116
|
Echo Wealth Management
Plymouth,
Minnesota
|
–
|
-$217K
|
-1,775
|
Closed
|
|
|
117
|
Erickson Financial Group
Allentown,
Pennsylvania
|
–
|
-$219K
|
-1,754
|
Closed
|
|
|
118
|
Hengehold Capital Management
Cincinnati,
Ohio
|
–
|
-$211K
|
-1,697
|
Closed
|
|
|
119
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
–
|
-$204K
|
-1,634
|
Closed
|
|
|
120
|
Warren Street Wealth Advisors
Newport Beach,
California
|
–
|
-$203K
|
-1,632
|
Closed
|
|
|
121
|
Strategic Financial Partners
Bend,
Oregon
|
–
|
-$200K
|
-1,604
|
Closed
|
|
|
122
|
|
–
|
-$162K
|
-1,300
|
Closed
|
|
|
123
|
UBS Group
Zurich,
Switzerland
|
–
|
-$160K
|
-1,285
|
Closed
|
|
|
124
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
–
|
-$96K
|
-770
|
Closed
|
|
|
125
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
–
|
-$18K
|
-150
|
Closed
|
|
