|
51
|
Lake Street Private Wealth
Chicago,
Illinois
|
$222K
|
+$226K
|
+4,623
|
New
|
|
|
52
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$203K
|
-$16.8K
|
-345
|
-8%
|
|
|
53
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$150K
|
-$66.3K
|
-1,358
|
-30%
|
|
|
54
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$53.9K
|
+$54.7K
|
+1,121
|
New
|
|
|
55
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$37K
|
–
|
–
|
–
|
|
|
56
|
Financial Advantage
Columbia,
Maryland
|
$37K
|
+$1.85K
|
+38
|
+5%
|
|
|
57
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$31K
|
-$4.88K
|
-100
|
-13%
|
|
|
58
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$26K
|
+$26.5K
|
+544
|
New
|
|
|
59
|
Rockefeller Capital Management
New York
|
$23K
|
+$23.7K
|
+485
|
New
|
|
|
60
|
Lake Point Wealth Management
Rockwall,
Texas
|
$9K
|
+$9.13K
|
+187
|
New
|
|
|
61
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$4K
|
+$2.54K
|
+52
|
+173%
|
|
|
62
|
Tucker Asset Management
Littleton,
Colorado
|
$1.1K
|
+$1.12K
|
+23
|
New
|
|
|
63
|
55I LLC
Boston,
Massachusetts
|
–
|
-$14.7M
|
-287,899
|
Closed
|
|
|
64
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
–
|
-$8.46M
|
-165,690
|
Closed
|
|
|
65
|
Mariner
Overland Park,
Kansas
|
–
|
-$644K
|
-12,611
|
Closed
|
|
|
66
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
–
|
-$352K
|
-6,895
|
Closed
|
|
|
67
|
Brand Asset Management Group
Chesterfield,
Missouri
|
–
|
-$294K
|
-5,766
|
Closed
|
|
|
68
|
|
–
|
-$12.8K
|
-250
|
Closed
|
|
|
69
|
|
–
|
-$10K
|
-205
|
Closed
|
|
|
70
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$1K
|
-16
|
Closed
|
|
|
71
|
Wells Fargo
San Francisco,
California
|
–
|
-$49
|
-1
|
Closed
|
|
