|
76
|
Private Trust Company
Cleveland,
Ohio
|
$216K
|
-$12.4K
|
-500
|
-5%
|
|
|
77
|
William Blair & Company
Chicago,
Illinois
|
$198K
|
–
|
–
|
–
|
|
|
78
|
Tortoise Investment Management
White Plains,
New York
|
$148K
|
-$99.5K
|
-4,000
|
-40%
|
|
|
79
|
Matrix Private Capital Group
New York
|
$144K
|
–
|
–
|
–
|
|
|
80
|
Geneos Wealth Management
Englewood,
Colorado
|
$93.9K
|
+$28K
|
+1,126
|
+43%
|
|
|
81
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$75.7K
|
+$67.5K
|
+2,714
|
+830%
|
|
|
82
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$70K
|
–
|
–
|
–
|
|
|
83
|
Retirement Group
San Diego,
California
|
$68.5K
|
+$472
|
+19
|
+0.7%
|
|
|
84
|
Spotlight Asset Group
Oakbrook Terrace,
Illinois
|
$59.7K
|
-$199K
|
-8,000
|
-77%
|
|
|
85
|
UBS Group
Zurich,
Switzerland
|
$39.1K
|
-$29.9K
|
-1,204
|
-43%
|
|
|
86
|
SignatureFD
Atlanta,
Georgia
|
$35.2K
|
–
|
–
|
–
|
|
|
87
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$31.1K
|
–
|
–
|
–
|
|
|
88
|
Global Retirement Partners
San Rafael,
California
|
$24.9K
|
–
|
–
|
–
|
|
|
89
|
Allworth Financial
Folsom,
California
|
$20.6K
|
+$20.6K
|
+829
|
New
|
|
|
90
|
WhitTier Trust Company
Reno,
Nevada
|
$6.54K
|
–
|
–
|
–
|
|
|
91
|
US Bancorp
Minneapolis,
Minnesota
|
$4.98K
|
–
|
–
|
–
|
|
|
92
|
Fiduciary Alliance
Greenville,
South Carolina
|
$3.06K
|
+$3.06K
|
+123
|
New
|
|
|
93
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$2K
|
–
|
–
|
–
|
|
|
94
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$1.09K
|
–
|
–
|
–
|
|
|
95
|
VitalStone Financial
Shavano Park,
Texas
|
$1K
|
+$1.09K
|
+44
|
New
|
|
|
96
|
ProVise Management Group
Clearwater,
Florida
|
–
|
-$1.24M
|
-50,328
|
Closed
|
|
|
97
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$574K
|
-23,233
|
Closed
|
|
|
98
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
–
|
-$337K
|
-13,624
|
Closed
|
|
|
99
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
–
|
-$337K
|
-13,624
|
Closed
|
|
|
100
|
Summit Place Financial Advisors
Summit,
New Jersey
|
–
|
-$222K
|
-9,000
|
Closed
|
|
