|
51
|
Personal CFO Solutions
Chester,
New Jersey
|
$281K
|
–
|
–
|
–
|
|
|
52
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$280K
|
+$40.9K
|
+358
|
+17%
|
|
|
53
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$264K
|
+$15.1K
|
+132
|
+6%
|
|
|
54
|
Intrua Financial
Houston,
Texas
|
$246K
|
–
|
–
|
–
|
|
|
55
|
American Portfolios Advisors
Holbrook,
New York
|
$241K
|
-$44K
|
-385
|
-15%
|
|
|
56
|
Affiance Financial
St. Louis Park,
Minnesota
|
$227K
|
-$15.8K
|
-138
|
-6%
|
|
|
57
|
Western Wealth Management
Golden,
Colorado
|
$212K
|
-$14.3K
|
-125
|
-6%
|
|
|
58
|
Spire Wealth Management
Mclean,
Virginia
|
$56K
|
-$1.6K
|
-14
|
-3%
|
|
|
59
|
Lumature Wealth Partners
Alpharetta,
Georgia
|
$54K
|
-$10.3K
|
-90
|
-16%
|
|
|
60
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$38K
|
+$38.2K
|
+334
|
New
|
|
|
61
|
Steward Partners Investment Advisory
New York
|
$30K
|
–
|
–
|
–
|
|
|
62
|
Wolff Wiese Magana
Carslbad,
California
|
$30K
|
–
|
–
|
–
|
|
|
63
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$26K
|
-$1.6K
|
-14
|
-6%
|
|
|
64
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$26K
|
+$114
|
+1
|
+0.4%
|
|
|
65
|
WealthShield Partners
Cary,
North Carolina
|
$23K
|
–
|
–
|
–
|
|
|
66
|
DB Wealth Management Group
San Diego,
California
|
$23K
|
+$114
|
+1
|
+0.5%
|
|
|
67
|
SOA Wealth Advisors
New York
|
$23K
|
+$24K
|
+210
|
New
|
|
|
68
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$22K
|
–
|
–
|
–
|
|
|
69
|
Rockbridge Investment Management
Syracuse,
New York
|
$18K
|
–
|
–
|
–
|
|
|
70
|
Fidelity Investments
Boston,
Massachusetts
|
$15K
|
-$1.49K
|
-13
|
-9%
|
|
|
71
|
Asset Dedication LLC
San Francisco,
California
|
$15K
|
–
|
–
|
–
|
|
|
72
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$14K
|
–
|
–
|
–
|
|
|
73
|
Bogart Wealth LLC
Mclean,
Virginia
|
$11K
|
–
|
–
|
–
|
|
|
74
|
Sonora Investment Management
Tucson,
Arizona
|
$11K
|
–
|
–
|
–
|
|
|
75
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$4K
|
–
|
–
|
–
|
|
