|
51
|
Aspiriant LLC
Los Angeles,
California
|
$311K
|
–
|
–
|
–
|
|
|
52
|
Drive Wealth Management
Lehi,
Utah
|
$298K
|
+$285K
|
+3,780
|
New
|
|
|
53
|
Regal Wealth Group
Seal Beach,
California
|
$279K
|
-$4.59K
|
-61
|
-2%
|
|
|
54
|
Tower Research Capital (TRC)
New York
|
$276K
|
-$403K
|
-5,353
|
-60%
|
|
|
55
|
Global Retirement Partners
San Rafael,
California
|
$251K
|
+$234K
|
+3,112
|
+4,446%
|
|
|
56
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$248K
|
-$141K
|
-1,874
|
-37%
|
|
|
57
|
Transcend Capital Advisors
Madison,
New Jersey
|
$233K
|
+$151
|
+2
|
+0.1%
|
|
|
58
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$223K
|
–
|
–
|
–
|
|
|
59
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$212K
|
–
|
–
|
–
|
|
|
60
|
Column Capital Advisors
Indianapolis,
Indiana
|
$196K
|
–
|
–
|
–
|
|
|
61
|
Horan Securities
Cincinnati,
United States
|
$145K
|
–
|
–
|
–
|
|
|
62
|
FAS Wealth Partners
Leawood,
Kansas
|
$142K
|
–
|
–
|
–
|
|
|
63
|
Concord Wealth Partners
Abingdon,
Virginia
|
$118K
|
–
|
–
|
–
|
|
|
64
|
|
$59.9K
|
–
|
–
|
–
|
|
|
65
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$51K
|
–
|
–
|
–
|
|
|
66
|
Fidelity Investments
Boston,
Massachusetts
|
$47.4K
|
–
|
–
|
–
|
|
|
67
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$39.4K
|
+$37.6K
|
+500
|
New
|
|
|
68
|
WFA of San Diego
San Diego,
California
|
$13K
|
+$12.4K
|
+165
|
New
|
|
|
69
|
Aspire Private Capital
Cornelius,
North Carolina
|
$6.59K
|
+$75
|
+1
|
+1%
|
|
|
70
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$6.54K
|
–
|
–
|
–
|
|
|
71
|
Glassman Wealth Services
Vienna,
Virginia
|
$1.42K
|
–
|
–
|
–
|
|
|
72
|
|
–
|
-$1.05M
|
-13,842
|
Closed
|
|
|
73
|
Legal Advantage Investments
Los Altos Hills,
California
|
–
|
-$651K
|
-8,613
|
Closed
|
|
|
74
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
–
|
-$380K
|
-5,031
|
Closed
|
|
|
75
|
Essex Financial Services
Essex,
Connecticut
|
–
|
-$319K
|
-4,226
|
Closed
|
|
