|
26
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$155K
|
–
|
–
|
–
|
|
|
27
|
William Blair & Company
Chicago,
Illinois
|
$91.6K
|
–
|
–
|
–
|
|
|
28
|
Geneos Wealth Management
Englewood,
Colorado
|
$83.2K
|
–
|
–
|
–
|
|
|
29
|
NBC Securities
Birmingham,
Alabama
|
$38K
|
–
|
–
|
–
|
|
|
30
|
Kopp Family Office
Bloomington,
Minnesota
|
$36K
|
–
|
–
|
–
|
|
|
31
|
|
$36K
|
+$35.7K
|
+834
|
New
|
|
|
32
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$35.7K
|
–
|
–
|
–
|
|
|
33
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$31.9K
|
–
|
–
|
–
|
|
|
34
|
WealthShield Partners
Cary,
North Carolina
|
$23.8K
|
–
|
–
|
–
|
|
|
35
|
Archer Investment Corporation
Carmel,
Indiana
|
$22.1K
|
–
|
–
|
–
|
|
|
36
|
|
$16.6K
|
-$27.2K
|
-636
|
-62%
|
|
|
37
|
SignatureFD
Atlanta,
Georgia
|
$13.8K
|
+$86
|
+2
|
+0.6%
|
|
|
38
|
Private Trust Company
Cleveland,
Ohio
|
$8.79K
|
–
|
–
|
–
|
|
|
39
|
|
$7.68K
|
–
|
–
|
–
|
|
|
40
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.02K
|
–
|
–
|
–
|
|
|
41
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5K
|
-$814
|
-19
|
-15%
|
|
|
42
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$2.63K
|
–
|
–
|
–
|
|
|
43
|
Harbour Investments
Madison,
Wisconsin
|
$1.93K
|
–
|
–
|
–
|
|
|
44
|
Wells Fargo
San Francisco,
California
|
$25
|
–
|
–
|
–
|
|
|
45
|
Citadel Advisors
Miami,
Florida
|
–
|
-$2.27M
|
-52,295
|
Closed
|
|
|
46
|
|
–
|
-$1.68M
|
-38,724
|
Closed
|
|
|
47
|
CGN Advisors
Manhattan,
Kansas
|
–
|
-$978K
|
-22,478
|
Closed
|
|
|
48
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
–
|
-$228K
|
-5,252
|
Closed
|
|
|
49
|
Smartleaf Asset Management
Boston,
Massachusetts
|
–
|
-$108K
|
-2,490
|
Closed
|
|
|
50
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$12.3K
|
-283
|
Closed
|
|
