|
51
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$231K
|
–
|
–
|
–
|
|
|
52
|
J.W. Cole Advisors
Tampa,
Florida
|
$230K
|
+$231K
|
+4,995
|
New
|
|
|
53
|
Segment Wealth Management
Houston,
Texas
|
$223K
|
–
|
–
|
–
|
|
|
54
|
Glassman Wealth Services
Vienna,
Virginia
|
$214K
|
–
|
–
|
–
|
|
|
55
|
Stifel Financial
St. Louis,
Missouri
|
$212K
|
-$360K
|
-7,775
|
-63%
|
|
|
56
|
MML Investors Services
Springfield,
Massachusetts
|
$206K
|
+$207K
|
+4,475
|
New
|
|
|
57
|
Cetera Advisors
Denver,
Colorado
|
$205K
|
-$46.2K
|
-1,000
|
-18%
|
|
|
58
|
US Bancorp
Minneapolis,
Minnesota
|
$173K
|
–
|
–
|
–
|
|
|
59
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$167K
|
+$167K
|
+3,620
|
New
|
|
|
60
|
AssetMark Inc
Concord,
California
|
$150K
|
+$151K
|
+3,260
|
New
|
|
|
61
|
Spire Wealth Management
Mclean,
Virginia
|
$142K
|
–
|
–
|
–
|
|
|
62
|
Caldwell Trust
Venice,
Florida
|
$131K
|
–
|
–
|
–
|
|
|
63
|
Fidelity Investments
Boston,
Massachusetts
|
$125K
|
+$21.3K
|
+460
|
+20%
|
|
|
64
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$115K
|
–
|
–
|
–
|
|
|
65
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$114K
|
–
|
–
|
–
|
|
|
66
|
PSI Advisors
Tampa,
Florida
|
$114K
|
–
|
–
|
–
|
|
|
67
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$101K
|
-$1.39K
|
-30
|
-1%
|
|
|
68
|
Sandy Spring Bank
Olney,
Maryland
|
$100K
|
–
|
–
|
–
|
|
|
69
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$70K
|
-$19.9K
|
-430
|
-22%
|
|
|
70
|
AllSquare Wealth Management
Albany,
New York
|
$70K
|
–
|
–
|
–
|
|
|
71
|
Creative Financial Designs
Kokomo,
Indiana
|
$69K
|
–
|
–
|
–
|
|
|
72
|
Optimum Investment Advisors
Chicago,
Illinois
|
$69K
|
–
|
–
|
–
|
|
|
73
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$59K
|
+$60.1K
|
+1,300
|
New
|
|
|
74
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$39K
|
–
|
–
|
–
|
|
|
75
|
|
$30K
|
–
|
–
|
–
|
|
