|
51
|
SVB Wealth
Boston,
Massachusetts
|
$1.02M
|
+$1.04M
|
+11,520
|
New
|
|
|
52
|
Forte Asset Management
Bedford,
New York
|
$1.01M
|
–
|
–
|
–
|
|
|
53
|
CreativeOne Wealth
Overland Park,
Kansas
|
$944K
|
+$645K
|
+7,114
|
+202%
|
|
|
54
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$928K
|
-$448K
|
-4,940
|
-32%
|
|
|
55
|
AJ Wealth Strategies
New York
|
$921K
|
-$1.32M
|
-14,541
|
-58%
|
|
|
56
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$888K
|
+$907K
|
+10,004
|
New
|
|
|
57
|
Graypoint LLC
Albany,
New York
|
$885K
|
-$28.3K
|
-312
|
-3%
|
|
|
58
|
Advisory Services Network
Atlanta,
Georgia
|
$884K
|
+$280K
|
+3,093
|
+45%
|
|
|
59
|
Raymond James & Associates
St Petersburg,
Florida
|
$836K
|
+$87.1K
|
+961
|
+11%
|
|
|
60
|
Raleigh Capital Management
Cary,
North Carolina
|
$797K
|
+$557K
|
+6,143
|
+217%
|
|
|
61
|
Davenport & Co
Richmond,
Virginia
|
$766K
|
+$541K
|
+5,969
|
+224%
|
|
|
62
|
Axxcess Wealth Management
Carlsbad,
California
|
$738K
|
+$490K
|
+5,408
|
+186%
|
|
|
63
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$662K
|
-$206K
|
-2,271
|
-23%
|
|
|
64
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$539K
|
-$19K
|
-209
|
-3%
|
|
|
65
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$539K
|
+$50.6K
|
+558
|
+10%
|
|
|
66
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
$532K
|
+$544K
|
+6,000
|
New
|
|
|
67
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$516K
|
-$336K
|
-3,701
|
-39%
|
|
|
68
|
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
|
$419K
|
+$6.8K
|
+75
|
+2%
|
|
|
69
|
Brookstone Capital Management
Wheaton,
Illinois
|
$394K
|
+$7.98K
|
+88
|
+2%
|
|
|
70
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$378K
|
–
|
–
|
–
|
|
|
71
|
Howard Wealth Management
Madison,
Connecticut
|
$345K
|
+$353K
|
+3,890
|
New
|
|
|
72
|
Harbour Investments
Madison,
Wisconsin
|
$311K
|
–
|
–
|
–
|
|
|
73
|
Collective Family Office
York,
Pennsylvania
|
$299K
|
-$1.06M
|
-11,645
|
-78%
|
|
|
74
|
Mather Group
Chicago,
Illinois
|
$271K
|
+$277K
|
+3,050
|
New
|
|
|
75
|
Emerald Advisors
Bellevue,
Washington
|
$258K
|
-$202K
|
-2,223
|
-43%
|
|
