|
51
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$431K
|
–
|
–
|
–
|
|
|
52
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$410K
|
+$205K
|
+5,133
|
+100%
|
|
|
53
|
Catalyst Private Wealth
San Mateo,
California
|
$400K
|
–
|
–
|
–
|
|
|
54
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$380K
|
-$92.1K
|
-2,307
|
-20%
|
|
|
55
|
Bridgeworth
Birmingham,
Alabama
|
$360K
|
-$107K
|
-2,685
|
-23%
|
|
|
56
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$282K
|
+$282K
|
+7,055
|
New
|
|
|
57
|
Winch Advisory Services
Appleton,
Wisconsin
|
$282K
|
-$12.2K
|
-305
|
-4%
|
|
|
58
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$269K
|
–
|
–
|
–
|
|
|
59
|
Financial Advocates Investment Management
Olympia,
Washington
|
$267K
|
-$998
|
-25
|
-0.4%
|
|
|
60
|
Trilogy Capital
Irvine,
California
|
$263K
|
–
|
–
|
–
|
|
|
61
|
Seed Wealth Management
Evanston,
Illinois
|
$240K
|
+$239K
|
+6,000
|
New
|
|
|
62
|
Worth Asset Management
Dallas,
Texas
|
$237K
|
–
|
–
|
–
|
|
|
63
|
Coldstream Capital Management
Bellevue,
Washington
|
$231K
|
+$231K
|
+5,788
|
New
|
|
|
64
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$216K
|
-$408K
|
-10,232
|
-65%
|
|
|
65
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$209K
|
–
|
–
|
–
|
|
|
66
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$207K
|
–
|
–
|
–
|
|
|
67
|
Angeles Wealth Management
Santa Monica,
California
|
$200K
|
–
|
–
|
–
|
|
|
68
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$89.7K
|
–
|
–
|
–
|
|
|
69
|
Bessemer Group
Woodbridge,
New Jersey
|
$56K
|
+$55.9K
|
+1,400
|
New
|
|
|
70
|
Private Trust Company
Cleveland,
Ohio
|
$51K
|
+$8.06K
|
+202
|
+19%
|
|
|
71
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$35.7K
|
+$359
|
+9
|
+1%
|
|
|
72
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$14K
|
+$14K
|
+350
|
New
|
|
|
73
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$12K
|
-$35.7K
|
-895
|
-74%
|
|
|
74
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$4.96K
|
+$4.95K
|
+124
|
New
|
|
|
75
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$4.08K
|
+$40
|
+1
|
+1%
|
|
