|
51
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.8M
|
+$157K
|
+3,169
|
+10%
|
|
|
52
|
&Partners
Nashville,
Tennessee
|
$1.75M
|
+$18.3K
|
+369
|
+1%
|
|
|
53
|
Prostatis Group
Hanover,
Maryland
|
$1.56M
|
-$46.5K
|
-939
|
-3%
|
|
|
54
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$1.43M
|
-$72.9K
|
-1,470
|
-5%
|
|
|
55
|
Bank of New York Mellon
New York
|
$1.43M
|
-$27.3K
|
-550
|
-2%
|
|
|
56
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$1.42M
|
+$58.7K
|
+1,184
|
+5%
|
|
|
57
|
|
$1.35M
|
+$479K
|
+9,666
|
+59%
|
|
|
58
|
Mengis Capital Management
Portland,
Oregon
|
$1.31M
|
+$171K
|
+3,449
|
+16%
|
|
|
59
|
Elmwood Wealth Management
Berkeley,
California
|
$1.3M
|
–
|
–
|
–
|
|
|
60
|
Stifel Financial
St. Louis,
Missouri
|
$1.3M
|
-$20.6K
|
-416
|
-2%
|
|
|
61
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$1.24M
|
+$47.7K
|
+963
|
+4%
|
|
|
62
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.13M
|
+$1.09M
|
+21,969
|
New
|
|
|
63
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$1.11M
|
+$1.04M
|
+20,920
|
+5,378%
|
|
|
64
|
|
$1.08M
|
-$11.3K
|
-228
|
-1%
|
|
|
65
|
Creative Planning
Overland Park,
Kansas
|
$1.07M
|
+$79.3K
|
+1,599
|
+8%
|
|
|
66
|
Golden State Wealth Management
Santa Ana,
California
|
$1.03M
|
-$32.6K
|
-658
|
-3%
|
|
|
67
|
World Investment Advisors
Santa Barbara,
California
|
$1.01M
|
+$210K
|
+4,230
|
+28%
|
|
|
68
|
Portfolio Resources Advisor Group
Coral Gables,
Florida
|
$997K
|
+$951K
|
+19,182
|
New
|
|
|
69
|
EP Wealth Advisors
Torrance,
California
|
$986K
|
-$228K
|
-4,594
|
-19%
|
|
|
70
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$971K
|
-$7.73K
|
-156
|
-0.8%
|
|
|
71
|
Arax Advisory Partners
Denver,
Colorado
|
$938K
|
+$894K
|
+18,038
|
New
|
|
|
72
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$920K
|
+$52.4K
|
+1,057
|
+6%
|
|
|
73
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$884K
|
-$1.29K
|
-26
|
-0.2%
|
|
|
74
|
Vise Technologies
New York
|
$878K
|
+$212K
|
+4,286
|
+34%
|
|
|
75
|
Integrated Wealthcare
Durham,
North Carolina
|
$829K
|
-$347
|
-7
|
-0%
|
|
