|
26
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.43M
|
+$1.39M
|
+20,087
|
+73%
|
|
|
27
|
Values Added Financial
Washington,
District of Columbia
|
$3.23M
|
+$651K
|
+9,400
|
+27%
|
|
|
28
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$3.11M
|
–
|
–
|
–
|
|
|
29
|
AssetMark Inc
Concord,
California
|
$3.08M
|
+$883K
|
+12,757
|
+43%
|
|
|
30
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$3.02M
|
-$70.7K
|
-1,022
|
-2%
|
|
|
31
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$3M
|
-$17.2K
|
-248
|
-0.6%
|
|
|
32
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$2.94M
|
-$395K
|
-5,701
|
-12%
|
|
|
33
|
Regatta Capital Group
El Segundo,
California
|
$2.7M
|
+$341K
|
+4,921
|
+15%
|
|
|
34
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.63M
|
+$533K
|
+7,696
|
+27%
|
|
|
35
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.61M
|
+$355K
|
+5,130
|
+17%
|
|
|
36
|
United Capital Financial Advisors
Irving,
Texas
|
$2.57M
|
+$476K
|
+6,872
|
+24%
|
|
|
37
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$2.55M
|
+$285K
|
+4,115
|
+13%
|
|
|
38
|
Morningstar Investment Services
Chicago,
Illinois
|
$2.33M
|
+$814K
|
+11,760
|
+57%
|
|
|
39
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$2.21M
|
+$617K
|
+8,907
|
+36%
|
|
|
40
|
Westfuller Advisors
New York
|
$2.19M
|
+$2.11M
|
+30,431
|
New
|
|
|
41
|
Corient Private Wealth
Miami,
Florida
|
$2.1M
|
+$7.75K
|
+112
|
+0.4%
|
|
|
42
|
Clarius Group LLC
Seattle,
Washington
|
$2.1M
|
–
|
–
|
–
|
|
|
43
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.1M
|
+$313K
|
+4,528
|
+18%
|
|
|
44
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.07M
|
+$207K
|
+2,988
|
+12%
|
|
|
45
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.06M
|
+$156K
|
+2,258
|
+9%
|
|
|
46
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$2.01M
|
+$274K
|
+3,961
|
+16%
|
|
|
47
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.98M
|
+$552K
|
+7,975
|
+41%
|
|
|
48
|
Pathstone Holdings
Englewood,
New Jersey
|
$1.95M
|
+$77.6K
|
+1,121
|
+4%
|
|
|
49
|
Albion Financial Group
Salt Lake City,
Utah
|
$1.89M
|
+$5.54K
|
+80
|
+0.3%
|
|
|
50
|
Equitable Holdings
New York
|
$1.85M
|
+$319K
|
+4,615
|
+22%
|
|
