|
76
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$245K
|
–
|
–
|
–
|
|
|
77
|
Sapient Capital
Indianapolis,
Indiana
|
$222K
|
–
|
–
|
–
|
|
|
78
|
|
$217K
|
+$202K
|
+5,600
|
New
|
|
|
79
|
Destination Wealth Management
Walnut Creek,
California
|
$211K
|
+$197K
|
+5,458
|
New
|
|
|
80
|
|
$210K
|
+$196K
|
+5,420
|
New
|
|
|
81
|
Steph & Co
Marinette,
Wisconsin
|
$152K
|
-$12.7K
|
-351
|
-8%
|
|
|
82
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$141K
|
+$3.07K
|
+85
|
+2%
|
|
|
83
|
UBS Group
Zurich,
Switzerland
|
$134K
|
+$115K
|
+3,192
|
+1,161%
|
|
|
84
|
CoreCap Advisors
Southfield,
Michigan
|
$75.8K
|
–
|
–
|
–
|
|
|
85
|
Spire Wealth Management
Mclean,
Virginia
|
$73.6K
|
-$18.7K
|
-517
|
-21%
|
|
|
86
|
International Assets Investment Management
Orlando,
Florida
|
$61.4K
|
+$57.3K
|
+1,587
|
New
|
|
|
87
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$47.9K
|
-$4.91K
|
-136
|
-10%
|
|
|
88
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$47.6K
|
–
|
–
|
–
|
|
|
89
|
Geneos Wealth Management
Englewood,
Colorado
|
$41.8K
|
+$1.55K
|
+43
|
+4%
|
|
|
90
|
POM Investment Strategies
Raleigh,
North Carolina
|
$35.7K
|
+$3.43K
|
+95
|
+11%
|
|
|
91
|
Wells Fargo
San Francisco,
California
|
$34.8K
|
-$21.7K
|
-601
|
-40%
|
|
|
92
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$28.1K
|
–
|
–
|
–
|
|
|
93
|
Global Retirement Partners
San Rafael,
California
|
$13.4K
|
–
|
–
|
–
|
|
|
94
|
Triad Wealth Partners
Lawrence,
Kansas
|
$8.94K
|
+$8.34K
|
+231
|
New
|
|
|
95
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$6.5K
|
–
|
–
|
–
|
|
|
96
|
Russell Investments Group
London,
United Kingdom
|
$4.57K
|
+$4.26K
|
+118
|
New
|
|
|
97
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$3.29K
|
–
|
–
|
–
|
|
|
98
|
Toth Financial Advisory
Leesburg,
Virginia
|
$852
|
–
|
–
|
–
|
|
|
99
|
|
$157
|
–
|
–
|
–
|
|
|
100
|
Threadgill Financial
Spring,
Texas
|
–
|
-$1.45M
|
-41,216
|
Closed
|
|
