|
51
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.75M
|
-$277K
|
-12,329
|
-9%
|
|
|
52
|
First Foundation Advisors
Irvine,
California
|
$2.71M
|
-$314K
|
-13,945
|
-10%
|
|
|
53
|
DOHJ LLC
Seattle,
Washington
|
$2.29M
|
+$1.95M
|
+86,486
|
+549%
|
|
|
54
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$2.23M
|
-$182K
|
-8,079
|
-8%
|
|
|
55
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.19M
|
+$492K
|
+21,851
|
+29%
|
|
|
56
|
TD Private Client Wealth
New York
|
$2.14M
|
+$356K
|
+15,816
|
+20%
|
|
|
57
|
Park Avenue Securities
New York
|
$2M
|
+$2M
|
+89,095
|
New
|
|
|
58
|
KeyBank National Association
Cleveland,
Ohio
|
$1.98M
|
-$374K
|
-16,640
|
-16%
|
|
|
59
|
Advisory Services Network
Atlanta,
Georgia
|
$1.97M
|
-$206K
|
-9,148
|
-9%
|
|
|
60
|
Rochester Wealth Strategies
Rochester,
Michigan
|
$1.97M
|
+$58.8K
|
+2,616
|
+3%
|
|
|
61
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$1.95M
|
+$1.96M
|
+87,129
|
New
|
|
|
62
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.86M
|
-$4.77M
|
-212,213
|
-72%
|
|
|
63
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$1.79M
|
+$162K
|
+7,188
|
+10%
|
|
|
64
|
Northeast Financial Group
Tannersville,
Pennsylvania
|
$1.74M
|
+$352K
|
+15,662
|
+25%
|
|
|
65
|
Creative Planning
Overland Park,
Kansas
|
$1.73M
|
-$1.31M
|
-58,077
|
-43%
|
|
|
66
|
Econ Financial Services
Harrisburg,
Pennsylvania
|
$1.72M
|
-$235K
|
-10,467
|
-12%
|
|
|
67
|
Parcion Private Wealth
Bellevue,
Washington
|
$1.7M
|
-$20.4M
|
-909,085
|
-92%
|
|
|
68
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$1.62M
|
+$384K
|
+17,091
|
+31%
|
|
|
69
|
Leeward Financial Partners
Bellevue,
Washington
|
$1.57M
|
+$128K
|
+5,692
|
+9%
|
|
|
70
|
Principal Securities
Des Moines,
Iowa
|
$1.54M
|
-$434K
|
-19,304
|
-22%
|
|
|
71
|
SSA Swiss Advisors
Zurich,
|
$1.51M
|
-$22.7K
|
-1,011
|
-1%
|
|
|
72
|
Waverly Advisors
Birmingham,
Alabama
|
$1.45M
|
-$53.1K
|
-2,360
|
-4%
|
|
|
73
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.45M
|
+$1.45M
|
+64,634
|
New
|
|
|
74
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.34M
|
+$250K
|
+11,128
|
+23%
|
|
|
75
|
Spirepoint Private Client
Vero Beach,
Florida
|
$1.31M
|
+$1.32M
|
+58,550
|
New
|
|
