|
26
|
RFG Advisory
Birmingham,
Alabama
|
$205K
|
+$198K
|
+4,658
|
New
|
|
|
27
|
William Blair & Company
Chicago,
Illinois
|
$123K
|
-$11K
|
-259
|
-8%
|
|
|
28
|
UBS Group
Zurich,
Switzerland
|
$102K
|
+$2.55K
|
+60
|
+3%
|
|
|
29
|
Geneos Wealth Management
Englewood,
Colorado
|
$83K
|
+$46K
|
+1,080
|
+126%
|
|
|
30
|
Global Retirement Partners
San Rafael,
California
|
$69.4K
|
–
|
–
|
–
|
|
|
31
|
Kopp Family Office
Bloomington,
Minnesota
|
$36K
|
–
|
–
|
–
|
|
|
32
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$36K
|
–
|
–
|
–
|
|
|
33
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$22.1K
|
+$21.3K
|
+500
|
New
|
|
|
34
|
Archer Investment Corporation
Carmel,
Indiana
|
$18.4K
|
+$1.32K
|
+31
|
+8%
|
|
|
35
|
Advisory Services Network
Atlanta,
Georgia
|
$15.6K
|
+$15.5K
|
+365
|
New
|
|
|
36
|
NewEdge Advisors
New Orleans,
Louisiana
|
$12.8K
|
+$12.7K
|
+299
|
New
|
|
|
37
|
Private Trust Company
Cleveland,
Ohio
|
$9K
|
–
|
–
|
–
|
|
|
38
|
|
$9K
|
+$2.3K
|
+54
|
+34%
|
|
|
39
|
|
$7.65K
|
–
|
–
|
–
|
|
|
40
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
41
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$2.5K
|
–
|
–
|
–
|
|
|
42
|
Harbour Investments
Madison,
Wisconsin
|
$1.83K
|
+$43
|
+1
|
+2%
|
|
|
43
|
Wells Fargo
San Francisco,
California
|
$43
|
+$43
|
+1
|
New
|
|
|
44
|
Columbus Macro
New Castle,
Pennsylvania
|
–
|
-$780K
|
-18,455
|
Closed
|
|
|
45
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
–
|
-$315K
|
-7,455
|
Closed
|
|
|
46
|
MML Investors Services
Springfield,
Massachusetts
|
–
|
-$223K
|
-5,289
|
Closed
|
|
|
47
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$182K
|
-4,282
|
Closed
|
|
|
48
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
–
|
-$50K
|
-1,172
|
Closed
|
|
