|
26
|
NWAM LLC
Mercer Island,
Washington
|
$281K
|
+$285K
|
+5,504
|
New
|
|
|
27
|
Flow Traders U.S.
New York
|
$240K
|
+$243K
|
+4,705
|
New
|
|
|
28
|
United Capital Financial Advisors
Irving,
Texas
|
$210K
|
–
|
–
|
–
|
|
|
29
|
William Blair & Company
Chicago,
Illinois
|
$160K
|
–
|
–
|
–
|
|
|
30
|
Rice Partnership
Honolulu,
Hawaii
|
$120K
|
+$121K
|
+2,349
|
New
|
|
|
31
|
UBS Group
Zurich,
Switzerland
|
$99K
|
+$100K
|
+1,938
|
New
|
|
|
32
|
Geneos Wealth Management
Englewood,
Colorado
|
$61K
|
–
|
–
|
–
|
|
|
33
|
Kopp Family Office
Bloomington,
Minnesota
|
$39K
|
–
|
–
|
–
|
|
|
34
|
True Link Financial Advisors
San Francisco,
California
|
$39K
|
–
|
–
|
–
|
|
|
35
|
Private Capital Group
West Hartford,
Connecticut
|
$25K
|
–
|
–
|
–
|
|
|
36
|
Global Retirement Partners
San Rafael,
California
|
$17K
|
–
|
–
|
–
|
|
|
37
|
Archer Investment Corporation
Carmel,
Indiana
|
$15.8K
|
–
|
–
|
–
|
|
|
38
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$3K
|
+$52
|
+1
|
+2%
|
|
|
39
|
|
$1K
|
–
|
–
|
–
|
|
|
40
|
|
$1K
|
+$517
|
+10
|
New
|
|
|
41
|
|
–
|
-$2.51M
|
-47,921
|
Closed
|
|
|
42
|
WealthShield Partners
Cary,
North Carolina
|
–
|
-$300K
|
-5,730
|
Closed
|
|
|
43
|
WealthPLAN Partners
Omaha,
Nebraska
|
–
|
-$283K
|
-5,421
|
Closed
|
|
|
44
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
–
|
-$160K
|
-3,066
|
Closed
|
|
|
45
|
Wells Fargo
San Francisco,
California
|
–
|
-$77.6K
|
-1,501
|
Closed
|
|
|
46
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$16K
|
-313
|
Closed
|
|
|
47
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
–
|
-$10K
|
-198
|
Closed
|
|
|
48
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
–
|
-$6K
|
-121
|
Closed
|
|
