|
26
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.02M
|
-$26.7K
|
-1,194
|
-3%
|
|
|
27
|
Kestra Private Wealth Services
Austin,
Texas
|
$976K
|
+$240K
|
+10,698
|
+32%
|
|
|
28
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$948K
|
-$51.5K
|
-2,298
|
-5%
|
|
|
29
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$829K
|
-$66.7K
|
-2,977
|
-7%
|
|
|
30
|
HeadInvest LLC
Portland,
Maine
|
$802K
|
+$178K
|
+7,950
|
+28%
|
|
|
31
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$740K
|
-$67
|
-3
|
-0%
|
|
|
32
|
Rebalance
Palo Alto,
California
|
$722K
|
+$727K
|
+32,481
|
New
|
|
|
33
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$721K
|
+$99.3K
|
+4,435
|
+16%
|
|
|
34
|
Landing Point Financial Group
Avon,
Ohio
|
$683K
|
+$684K
|
+30,523
|
New
|
|
|
35
|
AE Wealth Management
Topeka,
Kansas
|
$673K
|
+$172K
|
+7,665
|
+34%
|
|
|
36
|
UBS Group
Zurich,
Switzerland
|
$504K
|
+$501K
|
+22,385
|
+7,995%
|
|
|
37
|
Global Retirement Partners
San Rafael,
California
|
$475K
|
+$38.3K
|
+1,710
|
+9%
|
|
|
38
|
Austin Private Wealth
Austin,
Texas
|
$429K
|
+$23.5K
|
+1,048
|
+6%
|
|
|
39
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$411K
|
+$47.8K
|
+2,133
|
+13%
|
|
|
40
|
|
$397K
|
+$400K
|
+17,849
|
New
|
|
|
41
|
J.W. Cole Advisors
Tampa,
Florida
|
$387K
|
+$390K
|
+17,406
|
New
|
|
|
42
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$369K
|
+$372K
|
+16,591
|
New
|
|
|
43
|
Beacon Pointe Advisors
Newport Beach,
California
|
$356K
|
+$359K
|
+16,017
|
New
|
|
|
44
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$308K
|
+$310K
|
+13,845
|
New
|
|
|
45
|
|
$287K
|
+$20.2K
|
+900
|
+8%
|
|
|
46
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$275K
|
+$277K
|
+12,370
|
New
|
|
|
47
|
Windsor Capital Management
Phoenix,
Arizona
|
$268K
|
+$58.8K
|
+2,626
|
+28%
|
|
|
48
|
Littlejohn Financial Services
Roseburg,
Oregon
|
$254K
|
+$256K
|
+11,438
|
New
|
|
|
49
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$241K
|
+$8.51K
|
+380
|
+4%
|
|
|
50
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$240K
|
+$241K
|
+10,772
|
New
|
|
