|
26
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$636K
|
+$25.9K
|
+799
|
+4%
|
|
|
27
|
Cooper Financial Group
Irvine,
California
|
$627K
|
–
|
–
|
–
|
|
|
28
|
AE Wealth Management
Topeka,
Kansas
|
$476K
|
+$21.8K
|
+671
|
+5%
|
|
|
29
|
TRUADVICE
Sarasota,
Florida
|
$419K
|
+$20.3K
|
+625
|
+5%
|
|
|
30
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$285K
|
+$184K
|
+5,670
|
New
|
|
|
31
|
CX Institutional
Auburn,
Indiana
|
$221K
|
-$2.52M
|
-77,668
|
-92%
|
|
|
32
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$192K
|
+$4.22K
|
+130
|
+2%
|
|
|
33
|
GeoWealth Management
Chicago,
Illinois
|
$130K
|
-$70K
|
-2,157
|
-36%
|
|
|
34
|
Avior Wealth Management
Omaha,
Nebraska
|
$32.8K
|
+$31.7K
|
+976
|
New
|
|
|
35
|
Private Trust Company
Cleveland,
Ohio
|
$29.9K
|
-$2.01K
|
-62
|
-7%
|
|
|
36
|
UBS Group
Zurich,
Switzerland
|
$29K
|
+$28K
|
+863
|
New
|
|
|
37
|
Harbour Investments
Madison,
Wisconsin
|
$12.8K
|
–
|
–
|
–
|
|
|
38
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$6.81K
|
–
|
–
|
–
|
|
|
39
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$4.3K
|
+$4.16K
|
+128
|
New
|
|
|
40
|
Clearview Wealth Advisors
Salem,
Oregon
|
$3.36K
|
–
|
–
|
–
|
|
|
41
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.11K
|
–
|
–
|
–
|
|
|
42
|
Steward Partners Investment Advisory
New York
|
$1.04K
|
-$13K
|
-400
|
-93%
|
|
|
43
|
Huntington National Bank
Columbus,
Ohio
|
$34
|
–
|
–
|
–
|
|
|
44
|
FOCUS Wealth Advisors
Houston,
Texas
|
–
|
-$3.83M
|
-121,367
|
Closed
|
|
|
45
|
Equitable Holdings
New York
|
–
|
-$2.91M
|
-92,370
|
Closed
|
|
|
46
|
Fermata Advisors
Sonoma,
California
|
–
|
-$253K
|
-8,027
|
Closed
|
|
|
47
|
Parallel Advisors
San Francisco,
California
|
–
|
-$3.09K
|
-98
|
Closed
|
|
|
48
|
Concord Wealth Partners
Abingdon,
Virginia
|
–
|
-$2.24K
|
-71
|
Closed
|
|
|
49
|
IFP Advisors
Tampa,
Florida
|
–
|
-$3K
|
-65
|
Closed
|
|
