|
26
|
Atria Wealth Solutions
New York
|
$1.57M
|
+$1.71M
|
+34,243
|
New
|
|
|
27
|
Bank of America
Charlotte,
North Carolina
|
$1.36M
|
+$644K
|
+12,900
|
+78%
|
|
|
28
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.18M
|
+$274K
|
+5,477
|
+27%
|
|
|
29
|
UBS Group
Zurich,
Switzerland
|
$1.06M
|
+$250K
|
+5,009
|
+28%
|
|
|
30
|
Act Wealth Management
Plano,
Texas
|
$972K
|
-$350
|
-7
|
-0%
|
|
|
31
|
Geneos Wealth Management
Englewood,
Colorado
|
$929K
|
-$7.48M
|
-149,766
|
-88%
|
|
|
32
|
|
$860K
|
-$110K
|
-2,205
|
-11%
|
|
|
33
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$800K
|
+$749
|
+15
|
+0.1%
|
|
|
34
|
Brightworth
Atlanta,
Georgia
|
$793K
|
+$861K
|
+17,232
|
New
|
|
|
35
|
Old Mission Capital
Chicago,
Illinois
|
$760K
|
–
|
–
|
–
|
|
|
36
|
|
$747K
|
+$808K
|
+16,178
|
+23,446%
|
|
|
37
|
Total Wealth Planning
Cincinnati,
Ohio
|
$627K
|
+$90.8K
|
+1,817
|
+15%
|
|
|
38
|
55I LLC
Boston,
Massachusetts
|
$595K
|
+$255K
|
+5,107
|
+65%
|
|
|
39
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$587K
|
+$6.75K
|
+135
|
+1%
|
|
|
40
|
Professional Financial Advisors
North Platte,
Nebraska
|
$541K
|
-$137K
|
-2,734
|
-19%
|
|
|
41
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$454K
|
+$19.2K
|
+384
|
+4%
|
|
|
42
|
Bridgewater Advisors
New York
|
$386K
|
-$12.3K
|
-246
|
-3%
|
|
|
43
|
ICA Group Wealth Management
Denver,
Colorado
|
$384K
|
+$385K
|
+7,705
|
New
|
|
|
44
|
Western Wealth Management
Golden,
Colorado
|
$381K
|
+$100
|
+2
|
+0%
|
|
|
45
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$365K
|
+$370K
|
+7,402
|
New
|
|
|
46
|
Koshinski Asset Management
Decatur,
Illinois
|
$344K
|
-$4.9K
|
-98
|
-1%
|
|
|
47
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$314K
|
+$71.8K
|
+1,437
|
+27%
|
|
|
48
|
Merit Financial Group
Alpharetta,
Georgia
|
$314K
|
+$341K
|
+6,824
|
New
|
|
|
49
|
Envestnet Asset Management
Chicago,
Illinois
|
$286K
|
-$134K
|
-2,680
|
-30%
|
|
|
50
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$279K
|
+$3.2K
|
+64
|
+1%
|
|
