|
26
|
5T Wealth
Napa,
California
|
$356K
|
+$363K
|
+8,398
|
New
|
|
|
27
|
Rice Partnership
Honolulu,
Hawaii
|
$356K
|
+$26.6K
|
+615
|
+8%
|
|
|
28
|
Principal Securities
Des Moines,
Iowa
|
$293K
|
+$187K
|
+4,331
|
+168%
|
|
|
29
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$254K
|
+$37.2K
|
+862
|
+17%
|
|
|
30
|
JGP Wealth Management
Bend,
Oregon
|
$244K
|
–
|
–
|
–
|
|
|
31
|
Private Client Services
Louisville,
Kentucky
|
$224K
|
+$26K
|
+603
|
+13%
|
|
|
32
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$216K
|
-$36.6K
|
-847
|
-14%
|
|
|
33
|
Chapman Financial Group
Kailua,
Hawaii
|
$95.8K
|
+$97.4K
|
+2,257
|
New
|
|
|
34
|
William Blair & Company
Chicago,
Illinois
|
$86.8K
|
-$3.97K
|
-92
|
-4%
|
|
|
35
|
Howe & Rusling
Rochester,
New York
|
$57.8K
|
+$58.8K
|
+1,362
|
New
|
|
|
36
|
Kopp Family Office
Bloomington,
Minnesota
|
$39K
|
+$3.32K
|
+77
|
+9%
|
|
|
37
|
Geneos Wealth Management
Englewood,
Colorado
|
$36.5K
|
–
|
–
|
–
|
|
|
38
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$31.6K
|
–
|
–
|
–
|
|
|
39
|
Archer Investment Corporation
Carmel,
Indiana
|
$28.6K
|
+$3.45K
|
+80
|
+13%
|
|
|
40
|
SignatureFD
Atlanta,
Georgia
|
$24.3K
|
+$4.66K
|
+108
|
+23%
|
|
|
41
|
WealthShield Partners
Cary,
North Carolina
|
$23.6K
|
–
|
–
|
–
|
|
|
42
|
Private Trust Company
Cleveland,
Ohio
|
$12.7K
|
–
|
–
|
–
|
|
|
43
|
|
$7.6K
|
–
|
–
|
–
|
|
|
44
|
Golden State Wealth Management
Santa Ana,
California
|
$6.81K
|
+$6.91K
|
+160
|
New
|
|
|
45
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
–
|
–
|
–
|
|
|
46
|
Harbour Investments
Madison,
Wisconsin
|
$1.98K
|
+$43
|
+1
|
+2%
|
|
|
47
|
AE Wealth Management
Topeka,
Kansas
|
$1.61K
|
+$1.64K
|
+38
|
New
|
|
|
48
|
Wells Fargo
San Francisco,
California
|
$12
|
-$43
|
-1
|
Closed
|
|
|
49
|
J.W. Cole Advisors
Tampa,
Florida
|
–
|
-$238K
|
-5,344
|
Closed
|
|
|
50
|
EP Wealth Advisors
Torrance,
California
|
–
|
-$112K
|
-2,526
|
Closed
|
|
