|
101
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$6.01M
|
+$933K
|
+8,839
|
+17%
|
|
|
102
|
Allworth Financial
Folsom,
California
|
$5.95M
|
-$43.3K
|
-410
|
-0.6%
|
|
|
103
|
Mission Wealth Management
Santa Barbara,
California
|
$5.73M
|
+$6.2M
|
+58,730
|
New
|
|
|
104
|
J.W. Burns & Co
Dewitt,
New York
|
$5.56M
|
-$1.07M
|
-10,153
|
-15%
|
|
|
105
|
Corient Private Wealth
Miami,
Florida
|
$5.53M
|
-$256K
|
-2,424
|
-4%
|
|
|
106
|
Sims Investment Management
Cincinnati,
Ohio
|
$5.49M
|
-$74.2K
|
-703
|
-1%
|
|
|
107
|
Ironwood Financial
Tucson,
Arizona
|
$5.48M
|
-$111K
|
-1,051
|
-2%
|
|
|
108
|
Concurrent Investment Advisors
Tampa,
Florida
|
$5.4M
|
+$436K
|
+4,137
|
+8%
|
|
|
109
|
Courier Capital
Buffalo,
New York
|
$5.37M
|
+$152K
|
+1,445
|
+3%
|
|
|
110
|
Stokes Family Office
New Orleans,
Louisiana
|
$5.29M
|
+$233K
|
+2,211
|
+4%
|
|
|
111
|
Pathstone Holdings
Englewood,
New Jersey
|
$5.25M
|
+$774K
|
+7,337
|
+16%
|
|
|
112
|
First County Bank
Stamford,
Connecticut
|
$5.22M
|
-$193K
|
-1,828
|
-3%
|
|
|
113
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$5.15M
|
+$40.9K
|
+388
|
+0.7%
|
|
|
114
|
Franklin Resources
San Mateo,
California
|
$5.15M
|
-$66.9K
|
-634
|
-1%
|
|
|
115
|
Occidental Asset Management
Burlingame,
California
|
$5.15M
|
–
|
–
|
–
|
|
|
116
|
Code Waechter
Tampa,
Florida
|
$5.13M
|
+$358K
|
+3,397
|
+7%
|
|
|
117
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$5.08M
|
+$97.1K
|
+920
|
+2%
|
|
|
118
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$5.03M
|
+$18K
|
+171
|
+0.3%
|
|
|
119
|
Summit Financial Consulting
Sterling Heights,
Michigan
|
$5.03M
|
+$5.44M
|
+51,609
|
New
|
|
|
120
|
Northeast Financial Consultants
Westport,
Connecticut
|
$5.03M
|
-$134K
|
-1,266
|
-2%
|
|
|
121
|
CastleKeep Investment Advisors
Westport,
Connecticut
|
$4.99M
|
+$2.65M
|
+25,150
|
+96%
|
|
|
122
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$4.99M
|
+$602K
|
+5,710
|
+12%
|
|
|
123
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$4.98M
|
+$158K
|
+1,501
|
+3%
|
|
|
124
|
|
$4.97M
|
+$366K
|
+3,471
|
+7%
|
|
|
125
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$4.85M
|
+$3.17K
|
+30
|
+0.1%
|
|
