|
51
|
Fidelity Investments
Boston,
Massachusetts
|
$1.86M
|
+$325K
|
+8,208
|
+21%
|
|
|
52
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$1.76M
|
–
|
–
|
–
|
|
|
53
|
Lazard Asset Management
New York
|
$1.7M
|
–
|
–
|
–
|
|
|
54
|
Vicus Capital
State College,
Pennsylvania
|
$1.6M
|
+$103K
|
+2,606
|
+7%
|
|
|
55
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$1.59M
|
+$59.2K
|
+1,493
|
+4%
|
|
|
56
|
WhitTier Trust Company
Reno,
Nevada
|
$1.57M
|
-$4.72K
|
-119
|
-0.3%
|
|
|
57
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.55M
|
+$20.6K
|
+520
|
+1%
|
|
|
58
|
Harbour Investments
Madison,
Wisconsin
|
$1.5M
|
-$99.1K
|
-2,498
|
-6%
|
|
|
59
|
Brio Consultants
San Francisco,
California
|
$1.47M
|
+$151K
|
+3,804
|
+11%
|
|
|
60
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.4M
|
+$80.3K
|
+2,025
|
+6%
|
|
|
61
|
Pathstone Holdings
Englewood,
New Jersey
|
$1.38M
|
+$319K
|
+8,037
|
+30%
|
|
|
62
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.33M
|
-$174K
|
-4,387
|
-11%
|
|
|
63
|
Equitable Holdings
New York
|
$1.33M
|
+$67.3K
|
+1,697
|
+5%
|
|
|
64
|
WealthShield Partners
Cary,
North Carolina
|
$1.31M
|
+$15.6K
|
+394
|
+1%
|
|
|
65
|
UMB Bank
Kansas City,
Missouri
|
$1.28M
|
+$241K
|
+6,086
|
+23%
|
|
|
66
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.26M
|
+$141K
|
+3,547
|
+12%
|
|
|
67
|
Mariner
Overland Park,
Kansas
|
$1.17M
|
-$129K
|
-3,255
|
-10%
|
|
|
68
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.06M
|
-$24.2K
|
-610
|
-2%
|
|
|
69
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$1.04M
|
-$392K
|
-9,880
|
-27%
|
|
|
70
|
Pioneer Wealth Management Group
Austin,
Texas
|
$1.02M
|
+$56.9K
|
+1,436
|
+6%
|
|
|
71
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.01M
|
-$412K
|
-10,392
|
-29%
|
|
|
72
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$1M
|
+$56K
|
+1,412
|
+6%
|
|
|
73
|
RVW Wealth
Los Angeles,
California
|
$930K
|
+$4.6K
|
+116
|
+0.5%
|
|
|
74
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$925K
|
+$151K
|
+3,796
|
+19%
|
|
|
75
|
Addison Advisors
Middlebury,
Vermont
|
$924K
|
-$13.5K
|
-340
|
-1%
|
|
