|
26
|
JGP Wealth Management
Bend,
Oregon
|
$223K
|
+$226K
|
+4,451
|
New
|
|
|
27
|
Private Advisor Group
Morristown,
New Jersey
|
$222K
|
-$150K
|
-2,955
|
-40%
|
|
|
28
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$219K
|
-$12.3K
|
-242
|
-5%
|
|
|
29
|
United Capital Financial Advisors
Irving,
Texas
|
$207K
|
–
|
–
|
–
|
|
|
30
|
William Blair & Company
Chicago,
Illinois
|
$158K
|
–
|
–
|
–
|
|
|
31
|
Rice Partnership
Honolulu,
Hawaii
|
$138K
|
+$4.97K
|
+98
|
+4%
|
|
|
32
|
Geneos Wealth Management
Englewood,
Colorado
|
$97K
|
–
|
–
|
–
|
|
|
33
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$50K
|
+$50.5K
|
+996
|
New
|
|
|
34
|
Kopp Family Office
Bloomington,
Minnesota
|
$42K
|
+$3.55K
|
+70
|
+9%
|
|
|
35
|
UBS Group
Zurich,
Switzerland
|
$39K
|
+$18.1K
|
+357
|
+84%
|
|
|
36
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$39K
|
+$39.1K
|
+771
|
New
|
|
|
37
|
Private Capital Group
West Hartford,
Connecticut
|
$25K
|
–
|
–
|
–
|
|
|
38
|
Archer Investment Corporation
Carmel,
Indiana
|
$15.6K
|
–
|
–
|
–
|
|
|
39
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6K
|
–
|
–
|
–
|
|
|
40
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$3K
|
+$51
|
+1
|
+2%
|
|
|
41
|
|
$2K
|
+$406
|
+8
|
+31%
|
|
|
42
|
|
$1K
|
–
|
–
|
–
|
|
|
43
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$1K
|
+$558
|
+11
|
New
|
|
|
44
|
55I LLC
Boston,
Massachusetts
|
–
|
-$6.52M
|
-127,406
|
Closed
|
|
|
45
|
Robertson Stephens Wealth Management
San Francisco,
California
|
–
|
-$1.5M
|
-29,330
|
Closed
|
|
|
46
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
–
|
-$478K
|
-9,338
|
Closed
|
|
|
47
|
NWAM LLC
Mercer Island,
Washington
|
–
|
-$248K
|
-4,850
|
Closed
|
|
|
48
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$227K
|
-4,438
|
Closed
|
|
|
49
|
Global Retirement Partners
San Rafael,
California
|
–
|
-$17K
|
-331
|
Closed
|
|
|
50
|
Koshinski Asset Management
Decatur,
Illinois
|
–
|
-$15.3K
|
-300
|
Closed
|
|
