|
51
|
Segment Wealth Management
Houston,
Texas
|
$213K
|
–
|
–
|
–
|
|
|
52
|
Glassman Wealth Services
Vienna,
Virginia
|
$205K
|
–
|
–
|
–
|
|
|
53
|
Cahill Financial Advisors
Edina,
Minnesota
|
$174K
|
+$177K
|
+3,935
|
New
|
|
|
54
|
US Bancorp
Minneapolis,
Minnesota
|
$166K
|
–
|
–
|
–
|
|
|
55
|
Spire Wealth Management
Mclean,
Virginia
|
$136K
|
–
|
–
|
–
|
|
|
56
|
Caldwell Trust
Venice,
Florida
|
$126K
|
–
|
–
|
–
|
|
|
57
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$110K
|
–
|
–
|
–
|
|
|
58
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$109K
|
–
|
–
|
–
|
|
|
59
|
PSI Advisors
Tampa,
Florida
|
$109K
|
+$111K
|
+2,465
|
New
|
|
|
60
|
Fidelity Investments
Boston,
Massachusetts
|
$100K
|
-$9.25K
|
-205
|
-8%
|
|
|
61
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$98K
|
–
|
–
|
–
|
|
|
62
|
Sandy Spring Bank
Olney,
Maryland
|
$96K
|
–
|
–
|
–
|
|
|
63
|
AllSquare Wealth Management
Albany,
New York
|
$67K
|
–
|
–
|
–
|
|
|
64
|
Creative Financial Designs
Kokomo,
Indiana
|
$66K
|
–
|
–
|
–
|
|
|
65
|
Optimum Investment Advisors
Chicago,
Illinois
|
$66K
|
–
|
–
|
–
|
|
|
66
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$66K
|
+$17.6K
|
+390
|
+25%
|
|
|
67
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$49K
|
–
|
–
|
–
|
|
|
68
|
|
$29K
|
-$57.5K
|
-1,275
|
-66%
|
|
|
69
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$23K
|
-$63.1K
|
-1,400
|
-73%
|
|
|
70
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$23K
|
+$23.9K
|
+530
|
New
|
|
|
71
|
American Portfolios Advisors
Holbrook,
New York
|
$22.6K
|
–
|
–
|
–
|
|
|
72
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$22.1K
|
–
|
–
|
–
|
|
|
73
|
IFP Advisors
Tampa,
Florida
|
$22K
|
–
|
–
|
–
|
|
|
74
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$20K
|
–
|
–
|
–
|
|
|
75
|
Tarbox Family Office
Newport Beach,
California
|
$19K
|
+$18.9K
|
+420
|
New
|
|
