|
51
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$208K
|
+$185K
|
+4,230
|
New
|
|
|
52
|
SVB Wealth
Boston,
Massachusetts
|
$203K
|
+$181K
|
+4,146
|
New
|
|
|
53
|
NewEdge Advisors
New Orleans,
Louisiana
|
$199K
|
–
|
–
|
–
|
|
|
54
|
Geneos Wealth Management
Englewood,
Colorado
|
$152K
|
+$65.6K
|
+1,500
|
+94%
|
|
|
55
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$140K
|
–
|
–
|
–
|
|
|
56
|
Bellevue Asset Management
Bellevue,
Washington
|
$122K
|
–
|
–
|
–
|
|
|
57
|
Spire Wealth Management
Mclean,
Virginia
|
$118K
|
–
|
–
|
–
|
|
|
58
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$44.2K
|
+$39.4K
|
+900
|
New
|
|
|
59
|
Global Retirement Partners
San Rafael,
California
|
$24.4K
|
–
|
–
|
–
|
|
|
60
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15K
|
–
|
–
|
–
|
|
|
61
|
Creative Financial Designs
Kokomo,
Indiana
|
$14.3K
|
+$3.41K
|
+78
|
+37%
|
|
|
62
|
Fidelity Investments
Boston,
Massachusetts
|
$12.4K
|
-$1.57K
|
-36
|
-13%
|
|
|
63
|
US Bancorp
Minneapolis,
Minnesota
|
$10.2K
|
-$38.7K
|
-885
|
-81%
|
|
|
64
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$10K
|
–
|
–
|
–
|
|
|
65
|
William Blair & Company
Chicago,
Illinois
|
$4.42K
|
+$3.94K
|
+90
|
New
|
|
|
66
|
WealthPLAN Partners
Omaha,
Nebraska
|
$3.09K
|
–
|
–
|
–
|
|
|
67
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$147
|
+$131
|
+3
|
New
|
|
|
68
|
CX Institutional
Auburn,
Indiana
|
–
|
-$1.61M
|
-36,921
|
Closed
|
|
|
69
|
Mercer Global Advisors
Denver,
Colorado
|
–
|
-$1.05M
|
-24,090
|
Closed
|
|
|
70
|
|
–
|
-$335K
|
-7,689
|
Closed
|
|
|
71
|
Arrowroot Family Office
Marina Del Rey,
California
|
–
|
-$287K
|
-6,579
|
Closed
|
|
|
72
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$98.3K
|
-2,253
|
Closed
|
|
|
73
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
–
|
-$44.7K
|
-1,026
|
Closed
|
|
|
74
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$15.9K
|
-366
|
Closed
|
|
|
75
|
Advisors Preferred
Rockville,
Maryland
|
–
|
-$9.35K
|
-216
|
Closed
|
|
