|
51
|
WealthShield Partners
Cary,
North Carolina
|
$53.8K
|
+$11.4K
|
+269
|
+27%
|
|
|
52
|
Custom Portfolio Group
Englewood,
Colorado
|
$52.9K
|
–
|
–
|
–
|
|
|
53
|
Harbour Investments
Madison,
Wisconsin
|
$52.3K
|
-$6.35K
|
-150
|
-11%
|
|
|
54
|
Fidelity Investments
Boston,
Massachusetts
|
$49.4K
|
-$16.6K
|
-393
|
-25%
|
|
|
55
|
HM Payson & Co
Portland,
Maine
|
$43.1K
|
–
|
–
|
–
|
|
|
56
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$36.8K
|
–
|
–
|
–
|
|
|
57
|
Geneos Wealth Management
Englewood,
Colorado
|
$35K
|
–
|
–
|
–
|
|
|
58
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$33K
|
+$4.23K
|
+100
|
+14%
|
|
|
59
|
Howe & Rusling
Rochester,
New York
|
$26.7K
|
+$8.55K
|
+202
|
+47%
|
|
|
60
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$24.8K
|
–
|
–
|
–
|
|
|
61
|
Concord Wealth Partners
Abingdon,
Virginia
|
$21.6K
|
-$3.38K
|
-80
|
-14%
|
|
|
62
|
Cambridge Trust
Cambridge,
Massachusetts
|
$20.7K
|
–
|
–
|
–
|
|
|
63
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$17.1K
|
+$4.27K
|
+101
|
+33%
|
|
|
64
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$16.9K
|
-$118K
|
-2,784
|
-87%
|
|
|
65
|
Pacific Center for Financial Services
San Ramon,
California
|
$16.5K
|
–
|
–
|
–
|
|
|
66
|
SOA Wealth Advisors
New York
|
$15.5K
|
–
|
–
|
–
|
|
|
67
|
LifeSteps Financial
Claremont,
California
|
$14.6K
|
+$14.6K
|
+345
|
New
|
|
|
68
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$13.7K
|
+$13.7K
|
+325
|
New
|
|
|
69
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$13K
|
–
|
–
|
–
|
|
|
70
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$12.8K
|
–
|
–
|
–
|
|
|
71
|
|
$10.8K
|
–
|
–
|
–
|
|
|
72
|
PFG Private Wealth Management
Lutz,
Florida
|
$9.72K
|
–
|
–
|
–
|
|
|
73
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.72K
|
+$973
|
+23
|
+11%
|
|
|
74
|
Breakwater Investment Management
Seattle,
Washington
|
$9.47K
|
+$9.48K
|
+224
|
New
|
|
|
75
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$9K
|
–
|
–
|
–
|
|
