|
51
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$299K
|
–
|
–
|
–
|
|
|
52
|
Swisher Financial Concepts
Westerville,
Ohio
|
$295K
|
-$351K
|
-6,796
|
-54%
|
|
|
53
|
|
$277K
|
+$278K
|
+5,389
|
New
|
|
|
54
|
Family Office Research
Bethesda,
Maryland
|
$222K
|
+$223K
|
+4,312
|
New
|
|
|
55
|
KWB Wealth
Redlands,
California
|
$208K
|
-$11K
|
-213
|
-5%
|
|
|
56
|
NewEdge Advisors
New Orleans,
Louisiana
|
$205K
|
-$17.4K
|
-337
|
-8%
|
|
|
57
|
Steward Partners Investment Advisory
New York
|
$137K
|
+$92.2K
|
+1,785
|
+205%
|
|
|
58
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$107K
|
+$107K
|
+2,080
|
New
|
|
|
59
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$104K
|
+$930
|
+18
|
+0.9%
|
|
|
60
|
Harbour Investments
Madison,
Wisconsin
|
$69.2K
|
+$14.3K
|
+276
|
+26%
|
|
|
61
|
Geneos Wealth Management
Englewood,
Colorado
|
$62.3K
|
+$62.5K
|
+1,209
|
New
|
|
|
62
|
Creative Financial Designs
Kokomo,
Indiana
|
$42.9K
|
-$2.94K
|
-57
|
-6%
|
|
|
63
|
Allworth Financial
Folsom,
California
|
$37.3K
|
-$9.97K
|
-193
|
-21%
|
|
|
64
|
MAI Capital Management
Independence,
Ohio
|
$34.2K
|
+$34.3K
|
+663
|
New
|
|
|
65
|
GoalVest Advisory
New York
|
$29.1K
|
+$362
|
+7
|
+1%
|
|
|
66
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$27.3K
|
–
|
–
|
–
|
|
|
67
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21K
|
-$156K
|
-3,026
|
-88%
|
|
|
68
|
Global Retirement Partners
San Rafael,
California
|
$20K
|
+$207
|
+4
|
+1%
|
|
|
69
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6K
|
–
|
–
|
–
|
|
|
70
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$5.19K
|
+$5.22K
|
+101
|
New
|
|
|
71
|
Principal Securities
Des Moines,
Iowa
|
$3.3K
|
+$3.31K
|
+64
|
New
|
|
|
72
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$2.63K
|
+$2.63K
|
+51
|
New
|
|
|
73
|
IFP Advisors
Tampa,
Florida
|
$2.11K
|
–
|
–
|
–
|
|
|
74
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.18K
|
–
|
–
|
–
|
|
|
75
|
AE Wealth Management
Topeka,
Kansas
|
$1.13K
|
+$1.14K
|
+22
|
New
|
|
