|
76
|
Venture Visionary Partners
Sylvania,
Ohio
|
$1.27M
|
+$953K
|
+7,560
|
+374%
|
|
|
77
|
Kore Private Wealth
New York
|
$1.25M
|
+$179K
|
+1,420
|
+18%
|
|
|
78
|
Western Wealth Management
Golden,
Colorado
|
$1.22M
|
+$110K
|
+876
|
+11%
|
|
|
79
|
Rockefeller Capital Management
New York
|
$1.14M
|
-$111K
|
-877
|
-9%
|
|
|
80
|
Summit Trail Advisors
New York
|
$1.13M
|
-$309K
|
-2,450
|
-22%
|
|
|
81
|
Fidelity Investments
Boston,
Massachusetts
|
$1.09M
|
-$204K
|
-1,615
|
-16%
|
|
|
82
|
William Blair & Company
Chicago,
Illinois
|
$942K
|
+$678K
|
+5,378
|
+316%
|
|
|
83
|
Samalin Investment Counsel
Chappaqua,
New York
|
$930K
|
+$882K
|
+6,992
|
New
|
|
|
84
|
Meridian Wealth Management
Lexington,
Kentucky
|
$919K
|
-$1.61M
|
-12,751
|
-65%
|
|
|
85
|
Parametric Portfolio Associates
Seattle,
Washington
|
$889K
|
+$38.1K
|
+302
|
+5%
|
|
|
86
|
Oppenheimer & Co
New York
|
$869K
|
+$12.7K
|
+101
|
+2%
|
|
|
87
|
TRUADVICE
Sarasota,
Florida
|
$856K
|
+$149K
|
+1,185
|
+23%
|
|
|
88
|
Steward Partners Investment Advisory
New York
|
$847K
|
-$88.3K
|
-700
|
-10%
|
|
|
89
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$837K
|
+$135K
|
+1,068
|
+20%
|
|
|
90
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$797K
|
-$111K
|
-884
|
-13%
|
|
|
91
|
GenWealth Group
Maplewood,
New Jersey
|
$794K
|
–
|
–
|
–
|
|
|
92
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$793K
|
-$80.3K
|
-637
|
-10%
|
|
|
93
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$748K
|
+$709K
|
+5,619
|
New
|
|
|
94
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$735K
|
–
|
–
|
–
|
|
|
95
|
Prospera Financial Services
Dallas,
Texas
|
$722K
|
+$684K
|
+5,426
|
New
|
|
|
96
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$711K
|
+$35.4K
|
+281
|
+6%
|
|
|
97
|
Wedbush Securities
Los Angeles,
California
|
$703K
|
+$12.5K
|
+99
|
+2%
|
|
|
98
|
Colony Group
Boston,
Massachusetts
|
$691K
|
-$5.8K
|
-46
|
-0.9%
|
|
|
99
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$677K
|
+$229K
|
+1,813
|
+55%
|
|
|
100
|
Welch & Forbes
Boston,
Massachusetts
|
$673K
|
–
|
–
|
–
|
|
