|
101
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$977K
|
–
|
–
|
–
|
|
|
102
|
Viewpoint Investment Partners
Calgary,
Alberta, Canada
|
$976K
|
–
|
–
|
–
|
|
|
103
|
Bay Capital Advisors
Virginia Beach,
Virginia
|
$962K
|
-$12.7K
|
-150
|
-1%
|
|
|
104
|
O'Rourke & Company
Boston,
Massachusetts
|
$958K
|
-$7.81K
|
-92
|
-0.8%
|
|
|
105
|
Vontobel Holding
Zurich,
Switzerland
|
$946K
|
–
|
–
|
–
|
|
|
106
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$932K
|
+$176K
|
+2,079
|
+24%
|
|
|
107
|
Tocqueville Asset Management
New York
|
$926K
|
+$12.3K
|
+145
|
+1%
|
|
|
108
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$904K
|
-$31.8K
|
-375
|
-3%
|
|
|
109
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$876K
|
-$5.18K
|
-61
|
-0.6%
|
|
|
110
|
SFMG Wealth Advisors
Plano,
Texas
|
$863K
|
+$192K
|
+2,268
|
+30%
|
|
|
111
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$850K
|
-$170K
|
-1,998
|
-17%
|
|
|
112
|
Summit Financial
Parsippany,
New Jersey
|
$834K
|
+$138K
|
+1,623
|
+20%
|
|
|
113
|
Instrumental Wealth
Tampa,
Florida
|
$832K
|
-$148K
|
-1,746
|
-15%
|
|
|
114
|
Focus Partners Wealth
Boston,
Massachusetts
|
$828K
|
+$2.46K
|
+29
|
+0.3%
|
|
|
115
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$826K
|
-$11.5K
|
-135
|
-1%
|
|
|
116
|
Financial Advocates Investment Management
Olympia,
Washington
|
$817K
|
-$136K
|
-1,606
|
-15%
|
|
|
117
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$801K
|
-$25.5K
|
-300
|
-3%
|
|
|
118
|
Schnieders Capital Management
Pasadena,
California
|
$776K
|
+$83.6K
|
+985
|
+12%
|
|
|
119
|
Wedbush Securities
Los Angeles,
California
|
$760K
|
+$7.21K
|
+85
|
+1%
|
|
|
120
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$759K
|
+$111K
|
+1,309
|
+18%
|
|
|
121
|
Larson Financial Group
St Louis,
Missouri
|
$750K
|
+$34.3K
|
+404
|
+5%
|
|
|
122
|
Beacon Pointe Advisors
Newport Beach,
California
|
$741K
|
+$121K
|
+1,423
|
+20%
|
|
|
123
|
GEM Asset Management
Plymouth,
Michigan
|
$727K
|
–
|
–
|
–
|
|
|
124
|
Spire Wealth Management
Mclean,
Virginia
|
$726K
|
+$242K
|
+2,852
|
+52%
|
|
|
125
|
Alpha Cubed Investments
Irvine,
California
|
$725K
|
+$1.95K
|
+23
|
+0.3%
|
|
