|
26
|
Personal CFO Solutions
Chester,
New Jersey
|
$242K
|
+$139
|
+3
|
+0.1%
|
|
|
27
|
Ameriprise
Minneapolis,
Minnesota
|
$240K
|
+$230K
|
+4,945
|
New
|
|
|
28
|
Tradition Wealth Management
Edina,
Minnesota
|
$227K
|
–
|
–
|
–
|
|
|
29
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$226K
|
–
|
–
|
–
|
|
|
30
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$224K
|
+$214K
|
+4,605
|
New
|
|
|
31
|
|
$183K
|
+$45.8K
|
+986
|
+35%
|
|
|
32
|
American Portfolios Advisors
Holbrook,
New York
|
$83.7K
|
–
|
–
|
–
|
|
|
33
|
Advisory Services Network
Atlanta,
Georgia
|
$73K
|
+$69.7K
|
+1,500
|
New
|
|
|
34
|
Steward Partners Investment Advisory
New York
|
$49K
|
–
|
–
|
–
|
|
|
35
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$49K
|
+$62.7K
|
+1,350
|
New
|
|
|
36
|
IFP Advisors
Tampa,
Florida
|
$47K
|
–
|
–
|
–
|
|
|
37
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$44K
|
–
|
–
|
–
|
|
|
38
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$41.5K
|
+$4.65K
|
+100
|
+13%
|
|
|
39
|
Anfield Capital Management
Irvine,
California
|
$33K
|
+$31.5K
|
+678
|
New
|
|
|
40
|
Janiczek Wealth Management
Denver,
Colorado
|
$20K
|
–
|
–
|
–
|
|
|
41
|
Caldwell Trust
Venice,
Florida
|
$13.4K
|
–
|
–
|
–
|
|
|
42
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$13K
|
–
|
–
|
–
|
|
|
43
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$12K
|
+$2.88K
|
+62
|
+35%
|
|
|
44
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$11K
|
–
|
–
|
–
|
|
|
45
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$9K
|
–
|
–
|
–
|
|
|
46
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$2K
|
+$1.72K
|
+37
|
New
|
|
|
47
|
Montag & Associates
Atlanta,
Georgia
|
$1K
|
–
|
–
|
–
|
|
|
48
|
Claybrook Capital
Wellesley,
Massachusetts
|
–
|
-$1.15M
|
-25,569
|
Closed
|
|
|
49
|
Cetera Advisor Networks
El Segundo,
California
|
–
|
-$725K
|
-16,129
|
Closed
|
|
|
50
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$462K
|
-10,290
|
Closed
|
|
