|
26
|
Massachusetts Wealth Management
North Andover,
Massachusetts
|
$989K
|
+$962K
|
+15,990
|
New
|
|
|
27
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$956K
|
+$40.6K
|
+675
|
+5%
|
|
|
28
|
Osaic Holdings
Scottsdale,
Arizona
|
$929K
|
-$66.9K
|
-1,113
|
-7%
|
|
|
29
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$922K
|
-$11.4K
|
-189
|
-2%
|
|
|
30
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$895K
|
–
|
–
|
–
|
|
|
31
|
William Blair & Company
Chicago,
Illinois
|
$818K
|
+$180
|
+3
|
+0%
|
|
|
32
|
Ameriprise
Minneapolis,
Minnesota
|
$783K
|
+$56.1K
|
+933
|
+7%
|
|
|
33
|
Asset Management Group
Stamford,
Connecticut
|
$761K
|
+$9.2K
|
+153
|
+1%
|
|
|
34
|
Atria Wealth Solutions
New York
|
$727K
|
-$83.2K
|
-1,383
|
-11%
|
|
|
35
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$688K
|
+$20.2K
|
+336
|
+3%
|
|
|
36
|
Vontobel Holding
Zurich,
Switzerland
|
$651K
|
+$180K
|
+3,000
|
+40%
|
|
|
37
|
The Family Firm
Bethesda,
Maryland
|
$645K
|
-$70.9K
|
-1,179
|
-10%
|
|
|
38
|
Institute for Wealth Management
Denver,
Colorado
|
$634K
|
+$96.7K
|
+1,608
|
+19%
|
|
|
39
|
Truist Financial
Charlotte,
North Carolina
|
$631K
|
+$361
|
+6
|
+0.1%
|
|
|
40
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$616K
|
+$36.3K
|
+603
|
+6%
|
|
|
41
|
MBL Wealth
Charlotte,
North Carolina
|
$591K
|
+$17.1K
|
+285
|
+3%
|
|
|
42
|
Chemung Canal Trust
Elmira,
New York
|
$572K
|
-$2.76M
|
-45,963
|
-83%
|
|
|
43
|
|
$527K
|
-$2.53K
|
-42
|
-0.5%
|
|
|
44
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$505K
|
+$492K
|
+8,178
|
New
|
|
|
45
|
Rockefeller Capital Management
New York
|
$475K
|
–
|
–
|
–
|
|
|
46
|
Marshall Wace
London,
United Kingdom
|
$448K
|
-$72.2K
|
-1,200
|
-14%
|
|
|
47
|
Cetera Advisor Networks
El Segundo,
California
|
$440K
|
-$11.2K
|
-186
|
-3%
|
|
|
48
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$434K
|
-$92K
|
-1,530
|
-18%
|
|
|
49
|
Oppenheimer & Co
New York
|
$409K
|
+$8.3K
|
+138
|
+2%
|
|
|
50
|
Creative Planning
Overland Park,
Kansas
|
$339K
|
-$2.35K
|
-39
|
-0.7%
|
|
