|
51
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.23M
|
+$806K
|
+13,022
|
+167%
|
|
|
52
|
Maia Wealth
Denver,
Colorado
|
$1.22M
|
+$884K
|
+14,294
|
+198%
|
|
|
53
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.12M
|
-$248K
|
-4,004
|
-17%
|
|
|
54
|
|
$1.11M
|
+$839K
|
+13,564
|
+267%
|
|
|
55
|
Equitable Holdings
New York
|
$1.06M
|
+$1.1M
|
+17,825
|
New
|
|
|
56
|
|
$1.03M
|
–
|
–
|
–
|
|
|
57
|
Fidelity Investments
Boston,
Massachusetts
|
$1.02M
|
+$182K
|
+2,943
|
+21%
|
|
|
58
|
Perennial Investment Advisors
Los Angeles,
California
|
$834K
|
+$97K
|
+1,568
|
+13%
|
|
|
59
|
Jones Financial Companies
Des Peres,
Missouri
|
$831K
|
+$344K
|
+5,559
|
+65%
|
|
|
60
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$795K
|
+$830K
|
+13,408
|
New
|
|
|
61
|
|
$766K
|
-$40.2K
|
-649
|
-5%
|
|
|
62
|
Steward Partners Investment Advisory
New York
|
$758K
|
-$8.42K
|
-136
|
-1%
|
|
|
63
|
Stifel Financial
St. Louis,
Missouri
|
$723K
|
-$1.79K
|
-29
|
-0.2%
|
|
|
64
|
ORG Partners
Roanoke,
Indiana
|
$657K
|
+$458K
|
+7,406
|
+203%
|
|
|
65
|
Seek First
Campbell,
California
|
$647K
|
+$675K
|
+10,916
|
New
|
|
|
66
|
Essential Planning
Portsmouth,
New Hampshire
|
$647K
|
-$45.2M
|
-730,498
|
-99%
|
|
|
67
|
Rathbones Group
Liverpool,
United Kingdom
|
$640K
|
–
|
–
|
–
|
|
|
68
|
Ameriprise
Minneapolis,
Minnesota
|
$626K
|
+$74.7K
|
+1,208
|
+13%
|
|
|
69
|
Quartz Partners
Saratoga Springs,
New York
|
$620K
|
-$164K
|
-2,654
|
-20%
|
|
|
70
|
Family Capital Management
Grand Rapids,
Michigan
|
$593K
|
–
|
–
|
–
|
|
|
71
|
Parsons Capital Management
Providence,
Rhode Island
|
$589K
|
-$11.6K
|
-188
|
-2%
|
|
|
72
|
Institute for Wealth Management
Denver,
Colorado
|
$587K
|
–
|
–
|
–
|
|
|
73
|
Mariner
Overland Park,
Kansas
|
$552K
|
+$577K
|
+9,318
|
New
|
|
|
74
|
Melone Private Wealth
Auburn Hills,
Michigan
|
$534K
|
-$10.5K
|
-169
|
-2%
|
|
|
75
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$529K
|
+$6.5K
|
+105
|
+1%
|
|
