|
51
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$365K
|
–
|
–
|
–
|
|
|
52
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$327K
|
+$344K
|
+4,351
|
New
|
|
|
53
|
Drive Wealth Management
Lehi,
Utah
|
$323K
|
+$39.5K
|
+500
|
+13%
|
|
|
54
|
WealthShield Partners
Cary,
North Carolina
|
$310K
|
-$13K
|
-164
|
-4%
|
|
|
55
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$307K
|
–
|
–
|
–
|
|
|
56
|
Aspiriant LLC
Los Angeles,
California
|
$297K
|
–
|
–
|
–
|
|
|
57
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$292K
|
-$7.03K
|
-89
|
-2%
|
|
|
58
|
Ameriprise
Minneapolis,
Minnesota
|
$285K
|
+$299K
|
+3,788
|
New
|
|
|
59
|
Regal Wealth Group
Seal Beach,
California
|
$269K
|
–
|
–
|
–
|
|
|
60
|
Column Capital Advisors
Indianapolis,
Indiana
|
$226K
|
+$40K
|
+506
|
+20%
|
|
|
61
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$213K
|
–
|
–
|
–
|
|
|
62
|
Tower Research Capital (TRC)
New York
|
$203K
|
-$63.3K
|
-802
|
-23%
|
|
|
63
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$202K
|
–
|
–
|
–
|
|
|
64
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$202K
|
-$36.5K
|
-462
|
-15%
|
|
|
65
|
FAS Wealth Partners
Leawood,
Kansas
|
$135K
|
–
|
–
|
–
|
|
|
66
|
Concord Wealth Partners
Abingdon,
Virginia
|
$113K
|
–
|
–
|
–
|
|
|
67
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$71.5K
|
+$35.5K
|
+450
|
+90%
|
|
|
68
|
Comerica Bank
Dallas,
Texas
|
$63.3K
|
+$66.4K
|
+841
|
New
|
|
|
69
|
|
$55.4K
|
-$1.9K
|
-24
|
-3%
|
|
|
70
|
Fidelity Investments
Boston,
Massachusetts
|
$51.9K
|
+$6.95K
|
+88
|
+15%
|
|
|
71
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$45.5K
|
-$3.48K
|
-44
|
-7%
|
|
|
72
|
NBC Securities
Birmingham,
Alabama
|
$33K
|
+$35.1K
|
+445
|
New
|
|
|
73
|
WFA of San Diego
San Diego,
California
|
$12.4K
|
–
|
–
|
–
|
|
|
74
|
Aspire Private Capital
Cornelius,
North Carolina
|
$6.29K
|
-$79
|
-1
|
-1%
|
|
|
75
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$6.24K
|
–
|
–
|
–
|
|
