|
101
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$115K
|
+$115K
|
+2,328
|
New
|
|
|
102
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$109K
|
–
|
–
|
–
|
|
|
103
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$87K
|
+$39.7K
|
+804
|
+85%
|
|
|
104
|
Allworth Financial
Folsom,
California
|
$86K
|
-$27.6K
|
-558
|
-24%
|
|
|
105
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$81K
|
+$80.7K
|
+1,633
|
New
|
|
|
106
|
Horan Securities
Cincinnati,
United States
|
$67K
|
+$67.2K
|
+1,360
|
New
|
|
|
107
|
Geneos Wealth Management
Englewood,
Colorado
|
$58K
|
+$48.1K
|
+973
|
+487%
|
|
|
108
|
Regal Wealth Group
Seal Beach,
California
|
$45K
|
-$692
|
-14
|
-2%
|
|
|
109
|
Community Bank
Dewitt,
New York
|
$42K
|
–
|
–
|
–
|
|
|
110
|
Karp Capital Management
Sausalito,
California
|
$39K
|
+$38.8K
|
+785
|
New
|
|
|
111
|
IndexIQ Advisors
New York
|
$36K
|
+$36.2K
|
+732
|
New
|
|
|
112
|
Fidelity Investments
Boston,
Massachusetts
|
$36K
|
+$36.4K
|
+736
|
New
|
|
|
113
|
IFP Advisors
Tampa,
Florida
|
$26K
|
+$10.1K
|
+204
|
+63%
|
|
|
114
|
TCI Wealth Advisors
Tucson,
Arizona
|
$23K
|
-$65.1K
|
-1,317
|
-74%
|
|
|
115
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$20K
|
–
|
–
|
–
|
|
|
116
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$16K
|
–
|
–
|
–
|
|
|
117
|
AssetMark Inc
Concord,
California
|
$15K
|
-$20.2M
|
-409,541
|
-100%
|
|
|
118
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$10K
|
–
|
–
|
–
|
|
|
119
|
William Blair & Company
Chicago,
Illinois
|
$3K
|
–
|
–
|
–
|
|
|
120
|
Matthew Goff Investment Advisor
Houston,
Texas
|
–
|
-$9.57M
|
-192,807
|
Closed
|
|
|
121
|
Intellectus Partners
San Francisco,
California
|
–
|
-$1.14M
|
-23,039
|
Closed
|
|
|
122
|
Bank of New York Mellon
New York
|
–
|
-$969K
|
-19,512
|
Closed
|
|
|
123
|
Scharf Investments
Los Gatos,
California
|
–
|
-$836K
|
-16,831
|
Closed
|
|
|
124
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
–
|
-$785K
|
-15,815
|
Closed
|
|
|
125
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
–
|
-$632K
|
-12,745
|
Closed
|
|
