|
26
|
EP Wealth Advisors
Torrance,
California
|
$166K
|
+$165K
|
+3,896
|
New
|
|
|
27
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$155K
|
–
|
–
|
–
|
|
|
28
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$107K
|
+$105K
|
+2,491
|
New
|
|
|
29
|
William Blair & Company
Chicago,
Illinois
|
$91K
|
–
|
–
|
–
|
|
|
30
|
NBC Securities
Birmingham,
Alabama
|
$38K
|
–
|
–
|
–
|
|
|
31
|
Geneos Wealth Management
Englewood,
Colorado
|
$36.6K
|
-$45.6K
|
-1,080
|
-56%
|
|
|
32
|
Kopp Family Office
Bloomington,
Minnesota
|
$36K
|
–
|
–
|
–
|
|
|
33
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$35.4K
|
–
|
–
|
–
|
|
|
34
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$31.7K
|
–
|
–
|
–
|
|
|
35
|
Archer Investment Corporation
Carmel,
Indiana
|
$25.3K
|
+$3.3K
|
+78
|
+15%
|
|
|
36
|
WealthShield Partners
Cary,
North Carolina
|
$23.6K
|
–
|
–
|
–
|
|
|
37
|
SignatureFD
Atlanta,
Georgia
|
$19K
|
+$5.28K
|
+125
|
+39%
|
|
|
38
|
Private Trust Company
Cleveland,
Ohio
|
$8.73K
|
–
|
–
|
–
|
|
|
39
|
|
$7.63K
|
–
|
–
|
–
|
|
|
40
|
Principal Securities
Des Moines,
Iowa
|
$2.26K
|
+$2.24K
|
+53
|
New
|
|
|
41
|
Harbour Investments
Madison,
Wisconsin
|
$1.94K
|
+$42
|
+1
|
+2%
|
|
|
42
|
Wells Fargo
San Francisco,
California
|
$1
|
-$42
|
-1
|
Closed
|
|
|
43
|
Baird Financial Group
Milwaukee,
Wisconsin
|
–
|
-$2.23M
|
-52,027
|
Closed
|
|
|
44
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$1.99M
|
-46,382
|
Closed
|
|
|
45
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
–
|
-$5.02K
|
-117
|
Closed
|
|
|
46
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
-$5K
|
-108
|
Closed
|
|
|
47
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
–
|
-$2.63K
|
-61
|
Closed
|
|
