|
26
|
Geneos Wealth Management
Englewood,
Colorado
|
$223K
|
–
|
–
|
–
|
|
|
27
|
C-J Advisory
San Jose,
California
|
$222K
|
–
|
–
|
–
|
|
|
28
|
|
$219K
|
-$162K
|
-2,684
|
-44%
|
|
|
29
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$205K
|
+$602
|
+10
|
+0.3%
|
|
|
30
|
Bailard
Foster City,
California
|
$202K
|
+$190K
|
+3,162
|
New
|
|
|
31
|
First Horizon Advisors
Memphis,
Tennessee
|
$180K
|
-$9.75K
|
-162
|
-5%
|
|
|
32
|
US Bancorp
Minneapolis,
Minnesota
|
$127K
|
–
|
–
|
–
|
|
|
33
|
IFP Advisors
Tampa,
Florida
|
$61K
|
–
|
–
|
–
|
|
|
34
|
Wells Fargo
San Francisco,
California
|
$46K
|
-$722
|
-12
|
-2%
|
|
|
35
|
Parallel Advisors
San Francisco,
California
|
$39K
|
+$1.93K
|
+32
|
+5%
|
|
|
36
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$37K
|
+$1.56K
|
+26
|
+5%
|
|
|
37
|
IHT Wealth Management
Chicago,
Illinois
|
$27K
|
–
|
–
|
–
|
|
|
38
|
SEI Investments
Oaks,
Pennsylvania
|
$18K
|
+$17.2K
|
+286
|
New
|
|
|
39
|
|
$1K
|
–
|
–
|
–
|
|
|
40
|
SG Americas Securities
New York
|
–
|
-$2.53M
|
-41,798
|
Closed
|
|
|
41
|
|
–
|
-$1.57M
|
-25,868
|
Closed
|
|
|
42
|
Phillips Financial Management
Fort Wayne,
Indiana
|
–
|
-$1.24M
|
-20,006
|
Closed
|
|
|
43
|
Allianz Life Insurance of North America
Minneapolis,
Minnesota
|
–
|
-$979K
|
-16,164
|
Closed
|
|
|
44
|
Efficient Advisors
Mason,
Ohio
|
–
|
-$210K
|
-3,470
|
Closed
|
|
|
45
|
D.A. Davidson & Co
Great Falls,
Montana
|
–
|
-$51K
|
-844
|
Closed
|
|
|
46
|
Private Advisory Group
Redmond,
Washington
|
–
|
-$48K
|
-786
|
Closed
|
|
|
47
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$5K
|
-76
|
Closed
|
|
