|
101
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$288K
|
-$36.2K
|
-805
|
-12%
|
|
|
102
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$278K
|
+$266K
|
+5,918
|
New
|
|
|
103
|
KCM Investment Advisors
Greenbrae,
California
|
$269K
|
–
|
–
|
–
|
|
|
104
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$253K
|
-$13.9K
|
-310
|
-5%
|
|
|
105
|
Mather Group
Chicago,
Illinois
|
$245K
|
–
|
–
|
–
|
|
|
106
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$239K
|
-$3.15K
|
-70
|
-1%
|
|
|
107
|
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
$235K
|
-$225K
|
-5,000
|
-50%
|
|
|
108
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$234K
|
-$96.6K
|
-2,150
|
-30%
|
|
|
109
|
Magnus Financial Group
New York
|
$227K
|
+$719
|
+16
|
+0.3%
|
|
|
110
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$216K
|
+$207K
|
+4,605
|
New
|
|
|
111
|
MML Investors Services
Springfield,
Massachusetts
|
$211K
|
-$62.2K
|
-1,383
|
-24%
|
|
|
112
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$211K
|
+$202K
|
+4,500
|
New
|
|
|
113
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$207K
|
+$198K
|
+4,400
|
New
|
|
|
114
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$205K
|
+$50.9K
|
+1,132
|
+35%
|
|
|
115
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$195K
|
-$6.2K
|
-138
|
-3%
|
|
|
116
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$187K
|
–
|
–
|
–
|
|
|
117
|
USA Financial Formulas
Ada,
Michigan
|
$186K
|
+$178K
|
+3,956
|
New
|
|
|
118
|
SVB Wealth
Boston,
Massachusetts
|
$177K
|
+$170K
|
+3,775
|
New
|
|
|
119
|
Simplex Trading
Chicago,
Illinois
|
$149K
|
-$8.04K
|
-179
|
-5%
|
|
|
120
|
Steward Partners Investment Advisory
New York
|
$139K
|
-$85.3K
|
-1,897
|
-39%
|
|
|
121
|
Advisor Group
Phoenix,
Arizona
|
$135K
|
-$585K
|
-13,015
|
-82%
|
|
|
122
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$117K
|
+$40.9K
|
+910
|
+58%
|
|
|
123
|
Rockefeller Capital Management
New York
|
$114K
|
–
|
–
|
–
|
|
|
124
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$108K
|
+$101K
|
+2,250
|
+5,625%
|
|
|
125
|
CFM Wealth Partners
Austin,
Texas
|
$98K
|
+$93.2K
|
+2,074
|
New
|
|
