|
51
|
Raymond James & Associates
St Petersburg,
Florida
|
$360K
|
–
|
–
|
–
|
|
|
52
|
Avidian Wealth Enterprises
Houston,
Texas
|
$344K
|
-$29.8K
|
-575
|
-7%
|
|
|
53
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$344K
|
–
|
–
|
–
|
|
|
54
|
|
$341K
|
+$168K
|
+3,242
|
+83%
|
|
|
55
|
Raymond James Trust
St. Petersburg,
Florida
|
$333K
|
-$16.7K
|
-322
|
-4%
|
|
|
56
|
Avant Capital
Lafayette,
Louisiana
|
$328K
|
–
|
–
|
–
|
|
|
57
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$238K
|
–
|
–
|
–
|
|
|
58
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$214K
|
–
|
–
|
–
|
|
|
59
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$201K
|
+$219K
|
+4,226
|
New
|
|
|
60
|
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
|
$173K
|
–
|
–
|
–
|
|
|
61
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$126K
|
–
|
–
|
–
|
|
|
62
|
Heritage Financial Services
Westwood,
Massachusetts
|
$97K
|
+$106K
|
+2,038
|
New
|
|
|
63
|
|
$78K
|
–
|
–
|
–
|
|
|
64
|
Fidelity Investments
Boston,
Massachusetts
|
$64K
|
+$17.9K
|
+346
|
+35%
|
|
|
65
|
Private Trust Company
Cleveland,
Ohio
|
$60K
|
+$64.8K
|
+1,250
|
New
|
|
|
66
|
William Blair & Company
Chicago,
Illinois
|
$58K
|
–
|
–
|
–
|
|
|
67
|
Bellevue Asset Management
Bellevue,
Washington
|
$47K
|
–
|
–
|
–
|
|
|
68
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$46K
|
–
|
–
|
–
|
|
|
69
|
IFP Advisors
Tampa,
Florida
|
$13K
|
–
|
–
|
–
|
|
|
70
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$12K
|
–
|
–
|
–
|
|
|
71
|
American Portfolios Advisors
Holbrook,
New York
|
$9.01K
|
–
|
–
|
–
|
|
|
72
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$4K
|
–
|
–
|
–
|
|
|
73
|
Creative Financial Designs
Kokomo,
Indiana
|
$4K
|
+$3.94K
|
+76
|
New
|
|
|
74
|
Westside Investment Management
Santa Monica,
California
|
$4
|
–
|
–
|
–
|
|
|
75
|
Fortress Wealth Management
Culver City,
California
|
–
|
-$4.68M
|
-82,589
|
Closed
|
|
