|
26
|
William Blair & Company
Chicago,
Illinois
|
$149K
|
–
|
–
|
–
|
|
|
27
|
Rice Partnership
Honolulu,
Hawaii
|
$141K
|
+$11.3K
|
+232
|
+8%
|
|
|
28
|
Geneos Wealth Management
Englewood,
Colorado
|
$91K
|
–
|
–
|
–
|
|
|
29
|
Global Retirement Partners
San Rafael,
California
|
$74K
|
+$79K
|
+1,624
|
New
|
|
|
30
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$55K
|
-$3.34M
|
-68,664
|
-98%
|
|
|
31
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$39K
|
-$7.98K
|
-164
|
-16%
|
|
|
32
|
Kopp Family Office
Bloomington,
Minnesota
|
$39K
|
–
|
–
|
–
|
|
|
33
|
Private Capital Group
West Hartford,
Connecticut
|
$24K
|
–
|
–
|
–
|
|
|
34
|
Archer Investment Corporation
Carmel,
Indiana
|
$16.1K
|
+$1.95K
|
+40
|
+13%
|
|
|
35
|
Koshinski Asset Management
Decatur,
Illinois
|
$14.2K
|
+$14.6K
|
+300
|
New
|
|
|
36
|
Prospera Financial Services
Dallas,
Texas
|
$13K
|
+$13.8K
|
+284
|
New
|
|
|
37
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6K
|
–
|
–
|
–
|
|
|
38
|
|
$4K
|
+$2.53K
|
+52
|
+153%
|
|
|
39
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$3K
|
–
|
–
|
–
|
|
|
40
|
|
$1K
|
–
|
–
|
–
|
|
|
41
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$1K
|
–
|
–
|
–
|
|
|
42
|
Citadel Advisors
Miami,
Florida
|
–
|
-$6.72M
|
-133,468
|
Closed
|
|
|
43
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
–
|
-$3.61M
|
-71,616
|
Closed
|
|
|
44
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$310K
|
-6,161
|
Closed
|
|
|
45
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$285K
|
-5,663
|
Closed
|
|
|
46
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
–
|
-$219K
|
-4,342
|
Closed
|
|
|
47
|
United Capital Financial Advisors
Irving,
Texas
|
–
|
-$207K
|
-4,110
|
Closed
|
|
|
48
|
UBS Group
Zurich,
Switzerland
|
–
|
-$39K
|
-782
|
Closed
|
|
|
49
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
-$39K
|
-771
|
Closed
|
|
