|
126
|
Geneos Wealth Management
Englewood,
Colorado
|
$15.5K
|
–
|
–
|
–
|
|
|
127
|
Gilpin Wealth Management
Denver,
Colorado
|
$14.5K
|
+$14.6K
|
+187
|
New
|
|
|
128
|
Elevate Wealth Advisory
Athens,
Georgia
|
$14.4K
|
–
|
–
|
–
|
|
|
129
|
Addison Advisors
Middlebury,
Vermont
|
$13.7K
|
-$13.7K
|
-175
|
-50%
|
|
|
130
|
Private Trust Company
Cleveland,
Ohio
|
$13.6K
|
–
|
–
|
–
|
|
|
131
|
Roehl & Yi Investment Advisors
Eugene,
Oregon
|
$11.5K
|
–
|
–
|
–
|
|
|
132
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10.3K
|
-$235K
|
-3,000
|
-96%
|
|
|
133
|
Global Retirement Partners
San Rafael,
California
|
$7.34K
|
-$1.88K
|
-24
|
-20%
|
|
|
134
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$6.91K
|
+$6.96K
|
+89
|
New
|
|
|
135
|
Wells Fargo
San Francisco,
California
|
$6.05K
|
+$6.02K
|
+77
|
+7,700%
|
|
|
136
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.24K
|
–
|
–
|
–
|
|
|
137
|
Root Financial Partners
Encinitas,
California
|
$854
|
+$860
|
+11
|
New
|
|
|
138
|
Retirement Wealth Solutions
Marshfield,
Wisconsin
|
$73
|
–
|
–
|
–
|
|
|
139
|
|
–
|
-$603K
|
-7,692
|
Closed
|
|
|
140
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
–
|
-$576K
|
-7,319
|
Closed
|
|
|
141
|
Investment Advisory Group
Hanover,
Massachusetts
|
–
|
-$202K
|
-2,571
|
Closed
|
|
|
142
|
Mather Group
Chicago,
Illinois
|
–
|
-$131K
|
-1,676
|
Closed
|
|
|
143
|
US Bancorp
Minneapolis,
Minnesota
|
–
|
-$66.1K
|
-843
|
Closed
|
|
|
144
|
Central Trust Company
Jefferson City,
Missouri
|
–
|
-$18.3K
|
-233
|
Closed
|
|
|
145
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$17.1K
|
-218
|
Closed
|
|
|
146
|
Clearstead Advisors
Cleveland,
Ohio
|
–
|
-$9.96K
|
-127
|
Closed
|
|
|
147
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
–
|
-$2.74K
|
-35
|
Closed
|
|
