|
26
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$228K
|
+$224K
|
+5,113
|
New
|
|
|
27
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$215K
|
+$212K
|
+4,829
|
New
|
|
|
28
|
Private Client Services
Louisville,
Kentucky
|
$208K
|
+$205K
|
+4,672
|
New
|
|
|
29
|
Principal Securities
Des Moines,
Iowa
|
$115K
|
+$111K
|
+2,530
|
+4,774%
|
|
|
30
|
EP Wealth Advisors
Torrance,
California
|
$112K
|
-$60K
|
-1,370
|
-35%
|
|
|
31
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$111K
|
–
|
–
|
–
|
|
|
32
|
William Blair & Company
Chicago,
Illinois
|
$95.1K
|
–
|
–
|
–
|
|
|
33
|
NBC Securities
Birmingham,
Alabama
|
$40K
|
–
|
–
|
–
|
|
|
34
|
Geneos Wealth Management
Englewood,
Colorado
|
$38.3K
|
–
|
–
|
–
|
|
|
35
|
Kopp Family Office
Bloomington,
Minnesota
|
$37K
|
–
|
–
|
–
|
|
|
36
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$33.1K
|
–
|
–
|
–
|
|
|
37
|
Archer Investment Corporation
Carmel,
Indiana
|
$26.4K
|
–
|
–
|
–
|
|
|
38
|
WealthShield Partners
Cary,
North Carolina
|
$24.7K
|
–
|
–
|
–
|
|
|
39
|
SignatureFD
Atlanta,
Georgia
|
$20.7K
|
+$832
|
+19
|
+4%
|
|
|
40
|
Private Trust Company
Cleveland,
Ohio
|
$13.4K
|
+$4.16K
|
+95
|
+46%
|
|
|
41
|
|
$7.97K
|
–
|
–
|
–
|
|
|
42
|
Harbour Investments
Madison,
Wisconsin
|
$2.05K
|
–
|
–
|
–
|
|
|
43
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
+$2.41K
|
+55
|
New
|
|
|
44
|
Wells Fargo
San Francisco,
California
|
$40
|
+$44
|
+1
|
New
|
|
|
45
|
Robertson Stephens Wealth Management
San Francisco,
California
|
–
|
-$363K
|
-8,520
|
Closed
|
|
|
46
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$289K
|
-6,776
|
Closed
|
|
|
47
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
–
|
-$35.4K
|
-832
|
Closed
|
|
