|
76
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$235K
|
+$28.1K
|
+1,162
|
+13%
|
|
|
77
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$229K
|
-$41.6K
|
-1,721
|
-15%
|
|
|
78
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$225K
|
-$40.2K
|
-1,664
|
-15%
|
|
|
79
|
Choreo LLC
Rockford,
Illinois
|
$210K
|
–
|
–
|
–
|
|
|
80
|
Sequoia Financial Advisors
Akron,
Ohio
|
$210K
|
-$9.89K
|
-409
|
-4%
|
|
|
81
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$203K
|
+$339
|
+14
|
+0.2%
|
|
|
82
|
Two Sigma Securities
New York
|
$201K
|
-$61.3K
|
-2,534
|
-23%
|
|
|
83
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$192K
|
–
|
–
|
–
|
|
|
84
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$179K
|
-$1.86M
|
-77,093
|
-91%
|
|
|
85
|
Caldwell Trust
Venice,
Florida
|
$163K
|
-$15.1K
|
-626
|
-8%
|
|
|
86
|
Horizon Investments
Charlotte,
North Carolina
|
$162K
|
-$171K
|
-7,060
|
-51%
|
|
|
87
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$145K
|
+$147K
|
+6,059
|
New
|
|
|
88
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$145K
|
+$147K
|
+6,059
|
New
|
|
|
89
|
GeoWealth Management
Chicago,
Illinois
|
$134K
|
+$532
|
+22
|
+0.4%
|
|
|
90
|
Cambient Family Office
Ada,
Michigan
|
$119K
|
–
|
–
|
–
|
|
|
91
|
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
$118K
|
–
|
–
|
–
|
|
|
92
|
Harbour Investments
Madison,
Wisconsin
|
$111K
|
+$76.9K
|
+3,180
|
+215%
|
|
|
93
|
Fidelity Investments
Boston,
Massachusetts
|
$96.1K
|
+$92.7K
|
+3,832
|
+2,038%
|
|
|
94
|
Steward Partners Investment Advisory
New York
|
$80.3K
|
–
|
–
|
–
|
|
|
95
|
Corsicana & Co
Corsicana,
Texas
|
$74.1K
|
+$74.9K
|
+3,098
|
New
|
|
|
96
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$71.2K
|
–
|
–
|
–
|
|
|
97
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$64.6K
|
+$65.3K
|
+2,701
|
New
|
|
|
98
|
CX Institutional
Auburn,
Indiana
|
$56K
|
+$1.06K
|
+44
|
+2%
|
|
|
99
|
Rock Creek Group
Washington,
District of Columbia
|
$49.4K
|
–
|
–
|
–
|
|
|
100
|
Creative Financial Designs
Kokomo,
Indiana
|
$48.4K
|
–
|
–
|
–
|
|
