|
26
|
Reliant Investment Partners
Pinehurst,
North Carolina
|
$392K
|
–
|
–
|
–
|
|
|
27
|
Rice Partnership
Honolulu,
Hawaii
|
$390K
|
+$13.9K
|
+324
|
+4%
|
|
|
28
|
Citadel Advisors
Miami,
Florida
|
$331K
|
+$326K
|
+7,591
|
New
|
|
|
29
|
Concurrent Investment Advisors
Tampa,
Florida
|
$318K
|
-$340K
|
-7,899
|
-52%
|
|
|
30
|
Charis Legacy Partners
Bryan,
Texas
|
$310K
|
–
|
–
|
–
|
|
|
31
|
Principal Securities
Des Moines,
Iowa
|
$276K
|
-$25.4K
|
-590
|
-9%
|
|
|
32
|
JGP Wealth Management
Bend,
Oregon
|
$251K
|
–
|
–
|
–
|
|
|
33
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$230K
|
+$227K
|
+5,282
|
New
|
|
|
34
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$222K
|
–
|
–
|
–
|
|
|
35
|
Chapman Financial Group
Kailua,
Hawaii
|
$98.5K
|
+$97.1K
|
+2,257
|
New
|
|
|
36
|
William Blair & Company
Chicago,
Illinois
|
$84.1K
|
-$1.98K
|
-46
|
-2%
|
|
|
37
|
Eastern Bank
Boston,
Massachusetts
|
$44K
|
–
|
–
|
–
|
|
|
38
|
Kopp Family Office
Bloomington,
Minnesota
|
$39.7K
|
–
|
–
|
–
|
|
|
39
|
NBC Securities
Birmingham,
Alabama
|
$39K
|
–
|
–
|
–
|
|
|
40
|
Geneos Wealth Management
Englewood,
Colorado
|
$37.5K
|
–
|
–
|
–
|
|
|
41
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$32.5K
|
–
|
–
|
–
|
|
|
42
|
SignatureFD
Atlanta,
Georgia
|
$32.3K
|
+$1.85K
|
+43
|
+6%
|
|
|
43
|
Archer Investment Corporation
Carmel,
Indiana
|
$29.4K
|
–
|
–
|
–
|
|
|
44
|
WealthShield Partners
Cary,
North Carolina
|
$24.2K
|
-$23.9K
|
-555
|
-50%
|
|
|
45
|
Private Trust Company
Cleveland,
Ohio
|
$15.1K
|
+$1.94K
|
+45
|
+15%
|
|
|
46
|
|
$7.81K
|
–
|
–
|
–
|
|
|
47
|
Golden State Wealth Management
Santa Ana,
California
|
$7.13K
|
+$86
|
+2
|
+1%
|
|
|
48
|
Harbour Investments
Madison,
Wisconsin
|
$2.08K
|
+$43
|
+1
|
+2%
|
|
|
49
|
Wells Fargo
San Francisco,
California
|
$17
|
-$43
|
-1
|
Closed
|
|
|
50
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$281K
|
-6,472
|
Closed
|
|
