|
51
|
Personal CFO Solutions
Chester,
New Jersey
|
$280K
|
–
|
–
|
–
|
|
|
52
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$279K
|
–
|
–
|
–
|
|
|
53
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$249K
|
+$250K
|
+2,217
|
New
|
|
|
54
|
Intrua Financial
Houston,
Texas
|
$246K
|
–
|
–
|
–
|
|
|
55
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$237K
|
-$25.7K
|
-228
|
-10%
|
|
|
56
|
Affiance Financial
St. Louis Park,
Minnesota
|
$214K
|
-$12.2K
|
-108
|
-5%
|
|
|
57
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$205K
|
+$205K
|
+1,823
|
New
|
|
|
58
|
American Portfolios Advisors
Holbrook,
New York
|
$190K
|
-$49.9K
|
-443
|
-21%
|
|
|
59
|
Koshinski Asset Management
Decatur,
Illinois
|
$186K
|
+$187K
|
+1,662
|
New
|
|
|
60
|
Spire Wealth Management
Mclean,
Virginia
|
$55K
|
–
|
–
|
–
|
|
|
61
|
Lumature Wealth Partners
Alpharetta,
Georgia
|
$48K
|
-$6.31K
|
-56
|
-12%
|
|
|
62
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$39K
|
+$113
|
+1
|
+0.3%
|
|
|
63
|
Steward Partners Investment Advisory
New York
|
$30K
|
–
|
–
|
–
|
|
|
64
|
Wolff Wiese Magana
Carslbad,
California
|
$30K
|
–
|
–
|
–
|
|
|
65
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$26K
|
+$113
|
+1
|
+0.4%
|
|
|
66
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$26K
|
+$113
|
+1
|
+0.4%
|
|
|
67
|
SOA Wealth Advisors
New York
|
$23K
|
–
|
–
|
–
|
|
|
68
|
DB Wealth Management Group
San Diego,
California
|
$23K
|
+$225
|
+2
|
+1%
|
|
|
69
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$21K
|
–
|
–
|
–
|
|
|
70
|
Rockbridge Investment Management
Syracuse,
New York
|
$17K
|
-$1.35K
|
-12
|
-8%
|
|
|
71
|
Asset Dedication LLC
San Francisco,
California
|
$15K
|
–
|
–
|
–
|
|
|
72
|
Fidelity Investments
Boston,
Massachusetts
|
$15K
|
–
|
–
|
–
|
|
|
73
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$11K
|
-$2.82K
|
-25
|
-20%
|
|
|
74
|
Bogart Wealth LLC
Mclean,
Virginia
|
$11K
|
–
|
–
|
–
|
|
|
75
|
Sonora Investment Management
Tucson,
Arizona
|
$11K
|
–
|
–
|
–
|
|
