|
26
|
MML Investors Services
Springfield,
Massachusetts
|
$249K
|
+$33.8K
|
+813
|
+17%
|
|
|
27
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$228K
|
–
|
–
|
–
|
|
|
28
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$157K
|
+$150K
|
+3,602
|
New
|
|
|
29
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$108K
|
+$103K
|
+2,490
|
New
|
|
|
30
|
William Blair & Company
Chicago,
Illinois
|
$92.9K
|
–
|
–
|
–
|
|
|
31
|
Geneos Wealth Management
Englewood,
Colorado
|
$84.4K
|
–
|
–
|
–
|
|
|
32
|
|
$44.5K
|
-$48.7K
|
-1,173
|
-53%
|
|
|
33
|
NBC Securities
Birmingham,
Alabama
|
$39K
|
–
|
–
|
–
|
|
|
34
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$36.2K
|
–
|
–
|
–
|
|
|
35
|
Kopp Family Office
Bloomington,
Minnesota
|
$36K
|
–
|
–
|
–
|
|
|
36
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$32.4K
|
+$30.9K
|
+744
|
New
|
|
|
37
|
WealthShield Partners
Cary,
North Carolina
|
$24.1K
|
–
|
–
|
–
|
|
|
38
|
Archer Investment Corporation
Carmel,
Indiana
|
$22.4K
|
+$1.25K
|
+30
|
+6%
|
|
|
39
|
SignatureFD
Atlanta,
Georgia
|
$13.9K
|
+$208
|
+5
|
+2%
|
|
|
40
|
Advisory Services Network
Atlanta,
Georgia
|
$12.3K
|
+$11.7K
|
+283
|
New
|
|
|
41
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$10.5K
|
-$17.1K
|
-412
|
-63%
|
|
|
42
|
Private Trust Company
Cleveland,
Ohio
|
$8.92K
|
–
|
–
|
–
|
|
|
43
|
|
$7.79K
|
–
|
–
|
–
|
|
|
44
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6K
|
+$5.27K
|
+127
|
New
|
|
|
45
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.09K
|
–
|
–
|
–
|
|
|
46
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$2.65K
|
+$42
|
+1
|
+2%
|
|
|
47
|
Able Wealth Management
Toms River,
New Jersey
|
$2.5K
|
+$2.37K
|
+57
|
New
|
|
|
48
|
Harbour Investments
Madison,
Wisconsin
|
$1.95K
|
+$42
|
+1
|
+2%
|
|
|
49
|
Wells Fargo
San Francisco,
California
|
$36
|
–
|
–
|
–
|
|
|
50
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
–
|
-$488K
|
-11,852
|
Closed
|
|
