|
26
|
MML Investors Services
Springfield,
Massachusetts
|
$233K
|
+$236K
|
+5,214
|
New
|
|
|
27
|
Rice Partnership
Honolulu,
Hawaii
|
$226K
|
+$94K
|
+2,074
|
+70%
|
|
|
28
|
William Blair & Company
Chicago,
Illinois
|
$141K
|
–
|
–
|
–
|
|
|
29
|
Geneos Wealth Management
Englewood,
Colorado
|
$87K
|
–
|
–
|
–
|
|
|
30
|
Global Retirement Partners
San Rafael,
California
|
$73K
|
–
|
–
|
–
|
|
|
31
|
UBS Group
Zurich,
Switzerland
|
$62K
|
+$63K
|
+1,390
|
New
|
|
|
32
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$52K
|
–
|
–
|
–
|
|
|
33
|
Kopp Family Office
Bloomington,
Minnesota
|
$37K
|
–
|
–
|
–
|
|
|
34
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$37K
|
–
|
–
|
–
|
|
|
35
|
Archer Investment Corporation
Carmel,
Indiana
|
$15.7K
|
–
|
–
|
–
|
|
|
36
|
Private Trust Company
Cleveland,
Ohio
|
$8K
|
+$8.16K
|
+180
|
New
|
|
|
37
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
38
|
|
$4K
|
+$408
|
+9
|
+10%
|
|
|
39
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$3K
|
–
|
–
|
–
|
|
|
40
|
Harbour Investments
Madison,
Wisconsin
|
$2K
|
+$1.9K
|
+42
|
New
|
|
|
41
|
|
$1K
|
–
|
–
|
–
|
|
|
42
|
D.A. Davidson & Co
Great Falls,
Montana
|
–
|
-$6.28M
|
-132,634
|
Closed
|
|
|
43
|
Demars Financial Group
Spokane Valley,
Washington
|
–
|
-$4.25M
|
-89,746
|
Closed
|
|
|
44
|
RFG Advisory
Birmingham,
Alabama
|
–
|
-$434K
|
-9,164
|
Closed
|
|
|
45
|
Davidson Investment Advisors
Great Falls,
Montana
|
–
|
-$269K
|
-5,676
|
Closed
|
|
|
46
|
CGN Advisors
Manhattan,
Kansas
|
–
|
-$260K
|
-5,491
|
Closed
|
|
|
47
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$209K
|
-4,414
|
Closed
|
|
|
48
|
Private Capital Group
West Hartford,
Connecticut
|
–
|
-$24K
|
-500
|
Closed
|
|
|
49
|
Koshinski Asset Management
Decatur,
Illinois
|
–
|
-$14.2K
|
-300
|
Closed
|
|
|
50
|
Prospera Financial Services
Dallas,
Texas
|
–
|
-$13K
|
-284
|
Closed
|
|
