|
26
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$574K
|
+$24.4K
|
+740
|
+4%
|
|
|
27
|
AE Wealth Management
Topeka,
Kansas
|
$426K
|
+$33K
|
+1,001
|
+8%
|
|
|
28
|
|
$411K
|
+$431K
|
+13,050
|
New
|
|
|
29
|
My Legacy Advisors
Bend,
Oregon
|
$388K
|
-$27.3K
|
-828
|
-7%
|
|
|
30
|
TRUADVICE
Sarasota,
Florida
|
$373K
|
+$10.5K
|
+317
|
+3%
|
|
|
31
|
Fermata Advisors
Sonoma,
California
|
$253K
|
-$322K
|
-9,769
|
-55%
|
|
|
32
|
GeoWealth Management
Chicago,
Illinois
|
$190K
|
+$71.8K
|
+2,175
|
+56%
|
|
|
33
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$176K
|
-$17.4K
|
-527
|
-9%
|
|
|
34
|
CoreCap Advisors
Southfield,
Michigan
|
$82.6K
|
+$86.4K
|
+2,618
|
New
|
|
|
35
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$76.5K
|
+$40K
|
+1,213
|
+100%
|
|
|
36
|
Private Trust Company
Cleveland,
Ohio
|
$30K
|
+$660
|
+20
|
+2%
|
|
|
37
|
Steward Partners Investment Advisory
New York
|
$13.6K
|
–
|
–
|
–
|
|
|
38
|
Harbour Investments
Madison,
Wisconsin
|
$12K
|
+$12.6K
|
+382
|
New
|
|
|
39
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$6.4K
|
–
|
–
|
–
|
|
|
40
|
Clearview Wealth Advisors
Salem,
Oregon
|
$3.15K
|
–
|
–
|
–
|
|
|
41
|
Parallel Advisors
San Francisco,
California
|
$3.09K
|
+$3.23K
|
+98
|
New
|
|
|
42
|
IFP Advisors
Tampa,
Florida
|
$3K
|
-$14.3K
|
-435
|
-87%
|
|
|
43
|
Concord Wealth Partners
Abingdon,
Virginia
|
$2.24K
|
+$2.34K
|
+71
|
New
|
|
|
44
|
Huntington National Bank
Columbus,
Ohio
|
$32
|
–
|
–
|
–
|
|
|
45
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1
|
+$1.09K
|
+33
|
New
|
|
|
46
|
Perigon Wealth Management
San Francisco,
California
|
–
|
-$1.47M
|
-42,800
|
Closed
|
|
|
47
|
Upper Left Wealth Management
Tampa,
Florida
|
–
|
-$1M
|
-29,225
|
Closed
|
|
|
48
|
Freedom Investment Management
Hartford,
Connecticut
|
–
|
-$230K
|
-6,686
|
Closed
|
|
|
49
|
Savior LLC
Wellesley Hills,
Massachusetts
|
–
|
-$33K
|
-963
|
Closed
|
|
|
50
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
–
|
-$12.4K
|
-377
|
Closed
|
|
