|
51
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$331K
|
–
|
–
|
–
|
|
|
52
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$310K
|
–
|
–
|
–
|
|
|
53
|
Sharper & Granite
El Segundo,
California
|
$298K
|
-$36.5K
|
-500
|
-12%
|
|
|
54
|
Savant Capital
Rockford,
Illinois
|
$293K
|
+$273K
|
+3,739
|
New
|
|
|
55
|
Truist Financial
Charlotte,
North Carolina
|
$274K
|
-$10.1K
|
-138
|
-4%
|
|
|
56
|
Brown Advisory
Baltimore,
Maryland
|
$274K
|
-$73K
|
-1,000
|
-22%
|
|
|
57
|
Axxcess Wealth Management
Carlsbad,
California
|
$264K
|
–
|
–
|
–
|
|
|
58
|
MAI Capital Management
Independence,
Ohio
|
$263K
|
-$7.01K
|
-96
|
-3%
|
|
|
59
|
Lodestar Private Asset Management
Alamo,
California
|
$251K
|
-$4.02K
|
-55
|
-2%
|
|
|
60
|
|
$245K
|
–
|
–
|
–
|
|
|
61
|
International Assets Investment Management
Orlando,
Florida
|
$233K
|
+$584K
|
+7,999
|
+16,324%
|
|
|
62
|
|
$232K
|
+$63.3K
|
+867
|
+41%
|
|
|
63
|
Cahill Financial Advisors
Edina,
Minnesota
|
$219K
|
-$2.12K
|
-29
|
-1%
|
|
|
64
|
Osaic Holdings
Scottsdale,
Arizona
|
$215K
|
-$6.06K
|
-83
|
-3%
|
|
|
65
|
Frontier Asset Management
Sheridan,
Wyoming
|
$214K
|
+$200K
|
+2,735
|
New
|
|
|
66
|
Americana Partners
Houston,
Texas
|
$210K
|
+$196K
|
+2,685
|
New
|
|
|
67
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$209K
|
+$195K
|
+2,667
|
New
|
|
|
68
|
Atria Wealth Solutions
New York
|
$202K
|
+$188K
|
+2,581
|
New
|
|
|
69
|
Addison Advisors
Middlebury,
Vermont
|
$201K
|
+$11.7K
|
+160
|
+7%
|
|
|
70
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$158K
|
-$73
|
-1
|
-0%
|
|
|
71
|
Richardson Financial Services
Medway,
Massachusetts
|
$140K
|
–
|
–
|
–
|
|
|
72
|
Balentine LLC
Atlanta,
Georgia
|
$84.9K
|
+$79.1K
|
+1,083
|
New
|
|
|
73
|
Delta Asset Management
Memphis,
Tennessee
|
$78.3K
|
-$48.2K
|
-660
|
-40%
|
|
|
74
|
Larson Financial Group
St Louis,
Missouri
|
$71.1K
|
–
|
–
|
–
|
|
|
75
|
Fidelity Investments
Boston,
Massachusetts
|
$69.2K
|
+$1.39K
|
+19
|
+2%
|
|
