|
51
|
HB Wealth Management
Atlanta,
Georgia
|
$223K
|
+$198K
|
+3,514
|
New
|
|
|
52
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$218K
|
-$6.65K
|
-118
|
-3%
|
|
|
53
|
Stifel Financial
St. Louis,
Missouri
|
$216K
|
-$56.4K
|
-1,000
|
-23%
|
|
|
54
|
Global Retirement Partners
San Rafael,
California
|
$134K
|
+$156K
|
+2,769
|
New
|
|
|
55
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$130K
|
+$18.6K
|
+329
|
+19%
|
|
|
56
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$116K
|
+$1.01K
|
+18
|
+1%
|
|
|
57
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$104K
|
-$9.98K
|
-177
|
-10%
|
|
|
58
|
Westside Investment Management
Santa Monica,
California
|
$97K
|
+$166K
|
+2,940
|
+48%
|
|
|
59
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$82K
|
+$73.3K
|
+1,300
|
New
|
|
|
60
|
Spire Wealth Management
Mclean,
Virginia
|
$57K
|
-$10.5K
|
-186
|
-17%
|
|
|
61
|
|
$57K
|
+$28.2K
|
+500
|
+125%
|
|
|
62
|
American Portfolios Advisors
Holbrook,
New York
|
$29.2K
|
-$32.1K
|
-570
|
-55%
|
|
|
63
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$25K
|
+$22.3K
|
+396
|
New
|
|
|
64
|
Fidelity Investments
Boston,
Massachusetts
|
$24K
|
-$31K
|
-550
|
-59%
|
|
|
65
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$22K
|
–
|
–
|
–
|
|
|
66
|
William Blair & Company
Chicago,
Illinois
|
$22K
|
–
|
–
|
–
|
|
|
67
|
Geneos Wealth Management
Englewood,
Colorado
|
$18K
|
–
|
–
|
–
|
|
|
68
|
Asset Dedication LLC
San Francisco,
California
|
$16K
|
–
|
–
|
–
|
|
|
69
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$15.7K
|
+$14.1K
|
+250
|
New
|
|
|
70
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$13K
|
–
|
–
|
–
|
|
|
71
|
PFG Private Wealth Management
Lutz,
Florida
|
$13K
|
–
|
–
|
–
|
|
|
72
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$12K
|
-$112K
|
-1,982
|
-92%
|
|
|
73
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$11K
|
+$9.53K
|
+169
|
New
|
|
|
74
|
IFP Advisors
Tampa,
Florida
|
$10K
|
+$20.6K
|
+365
|
New
|
|
|
75
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$6K
|
-$5.64K
|
-100
|
-50%
|
|
