|
51
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$642K
|
–
|
–
|
–
|
|
|
52
|
Lodestone Wealth Management
Spokane,
Washington
|
$626K
|
-$407K
|
-8,675
|
-40%
|
|
|
53
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$613K
|
+$609K
|
+12,976
|
New
|
|
|
54
|
Vawter Financial
Columbus,
Ohio
|
$484K
|
–
|
–
|
–
|
|
|
55
|
AIFG Consultants
Halfmoon,
New York
|
$483K
|
+$265K
|
+5,653
|
+124%
|
|
|
56
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$471K
|
-$32.2K
|
-687
|
-6%
|
|
|
57
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$471K
|
+$18.2K
|
+389
|
+4%
|
|
|
58
|
Tortoise Investment Management
White Plains,
New York
|
$448K
|
-$46.9K
|
-1,000
|
-10%
|
|
|
59
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$437K
|
+$47K
|
+1,003
|
+12%
|
|
|
60
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$424K
|
-$85.2K
|
-1,817
|
-17%
|
|
|
61
|
Summit Wealth Partners
Orlando,
Florida
|
$380K
|
–
|
–
|
–
|
|
|
62
|
NewEdge Advisors
New Orleans,
Louisiana
|
$255K
|
–
|
–
|
–
|
|
|
63
|
Mosaic Financial Group
Chicago,
Illinois
|
$251K
|
–
|
–
|
–
|
|
|
64
|
Gradient Capital Advisors
San Diego,
California
|
$222K
|
–
|
–
|
–
|
|
|
65
|
WNY Asset Management
Williamsville,
New York
|
$218K
|
+$469
|
+10
|
+0.2%
|
|
|
66
|
CGN Advisors
Manhattan,
Kansas
|
$217K
|
-$66.3K
|
-1,413
|
-23%
|
|
|
67
|
Barnes Wealth Management Group
Bakersfield,
California
|
$209K
|
+$208K
|
+4,426
|
New
|
|
|
68
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$203K
|
+$110K
|
+2,345
|
+119%
|
|
|
69
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$203K
|
+$202K
|
+4,301
|
New
|
|
|
70
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$142K
|
-$11.6K
|
-248
|
-8%
|
|
|
71
|
Geneos Wealth Management
Englewood,
Colorado
|
$142K
|
–
|
–
|
–
|
|
|
72
|
Clearstead Trust
Portland,
Maine
|
$60.8K
|
–
|
–
|
–
|
|
|
73
|
Centricity Wealth Management
Westerville,
Ohio
|
$24.8K
|
–
|
–
|
–
|
|
|
74
|
Bank of America
Charlotte,
North Carolina
|
$23.5K
|
–
|
–
|
–
|
|
|
75
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
$23.3K
|
+$234
|
+5
|
+1%
|
|
