|
26
|
5T Wealth
Napa,
California
|
$310K
|
-$53.8K
|
-1,257
|
-15%
|
|
|
27
|
Charis Legacy Partners
Bryan,
Texas
|
$308K
|
+$304K
|
+7,100
|
New
|
|
|
28
|
Principal Securities
Des Moines,
Iowa
|
$293K
|
–
|
–
|
–
|
|
|
29
|
Old Mission Capital
Chicago,
Illinois
|
$281K
|
+$277K
|
+6,472
|
New
|
|
|
30
|
JGP Wealth Management
Bend,
Oregon
|
$250K
|
–
|
–
|
–
|
|
|
31
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$221K
|
–
|
–
|
–
|
|
|
32
|
William Blair & Company
Chicago,
Illinois
|
$85.7K
|
-$3K
|
-70
|
-3%
|
|
|
33
|
WealthShield Partners
Cary,
North Carolina
|
$48.2K
|
+$23.8K
|
+555
|
+100%
|
|
|
34
|
Eastern Bank
Boston,
Massachusetts
|
$43.7K
|
+$43.2K
|
+1,008
|
New
|
|
|
35
|
Kopp Family Office
Bloomington,
Minnesota
|
$39.5K
|
–
|
–
|
–
|
|
|
36
|
NBC Securities
Birmingham,
Alabama
|
$39K
|
+$38.5K
|
+900
|
New
|
|
|
37
|
Geneos Wealth Management
Englewood,
Colorado
|
$37.3K
|
–
|
–
|
–
|
|
|
38
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$32.3K
|
–
|
–
|
–
|
|
|
39
|
SignatureFD
Atlanta,
Georgia
|
$30.3K
|
+$5.35K
|
+125
|
+22%
|
|
|
40
|
Archer Investment Corporation
Carmel,
Indiana
|
$29.2K
|
–
|
–
|
–
|
|
|
41
|
Private Trust Company
Cleveland,
Ohio
|
$13K
|
–
|
–
|
–
|
|
|
42
|
Fidelity Investments
Boston,
Massachusetts
|
$10.7K
|
+$10.5K
|
+246
|
New
|
|
|
43
|
|
$7.77K
|
–
|
–
|
–
|
|
|
44
|
Golden State Wealth Management
Santa Ana,
California
|
$7.01K
|
+$43
|
+1
|
+0.6%
|
|
|
45
|
Harbour Investments
Madison,
Wisconsin
|
$2.04K
|
–
|
–
|
–
|
|
|
46
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
–
|
–
|
–
|
|
|
47
|
AE Wealth Management
Topeka,
Kansas
|
$1.65K
|
–
|
–
|
–
|
|
|
48
|
Wells Fargo
San Francisco,
California
|
$28
|
+$43
|
+1
|
New
|
|
|
49
|
Financial Engines Advisors
Santa Clara,
California
|
–
|
-$1.54M
|
-36,393
|
Closed
|
|
|
50
|
Stratos Wealth Partners
Beachwood,
Ohio
|
–
|
-$254K
|
-5,975
|
Closed
|
|
