|
101
|
Corient Private Wealth
Miami,
Florida
|
$640K
|
+$191K
|
+4,150
|
+37%
|
|
|
102
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
$596K
|
-$461
|
-10
|
-0.1%
|
|
|
103
|
|
$596K
|
-$15.3K
|
-332
|
-2%
|
|
|
104
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$592K
|
+$286K
|
+6,200
|
+76%
|
|
|
105
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$586K
|
+$184K
|
+3,990
|
+39%
|
|
|
106
|
Cantor Fitzgerald
New York
|
$584K
|
+$212K
|
+4,590
|
+48%
|
|
|
107
|
Founders Financial Securities
Towson,
Maryland
|
$578K
|
+$131K
|
+2,850
|
+24%
|
|
|
108
|
Baker Avenue Asset Management
San Francisco,
California
|
$570K
|
–
|
–
|
–
|
|
|
109
|
SVB Wealth
Boston,
Massachusetts
|
$563K
|
–
|
–
|
–
|
|
|
110
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$549K
|
+$612K
|
+13,258
|
New
|
|
|
111
|
Castleview Partners
Dallas,
Texas
|
$534K
|
+$220K
|
+4,760
|
+59%
|
|
|
112
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$530K
|
-$131K
|
-2,846
|
-18%
|
|
|
113
|
Jump Financial
Chicago,
Illinois
|
$510K
|
-$9.2M
|
-199,444
|
-94%
|
|
|
114
|
Palumbo Wealth Management
Great Neck,
New York
|
$483K
|
+$54.6K
|
+1,184
|
+11%
|
|
|
115
|
Bernard Wealth Management
Royal Oak,
Michigan
|
$476K
|
–
|
–
|
–
|
|
|
116
|
Wealthstar Advisors
Plano,
Texas
|
$474K
|
-$7.29K
|
-158
|
-1%
|
|
|
117
|
Atria Wealth Solutions
New York
|
$469K
|
-$40K
|
-866
|
-7%
|
|
|
118
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$457K
|
-$5.35K
|
-116
|
-1%
|
|
|
119
|
Wealthstream Advisors
New York
|
$452K
|
-$24.9K
|
-540
|
-5%
|
|
|
120
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$451K
|
–
|
–
|
–
|
|
|
121
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$443K
|
+$133K
|
+2,878
|
+37%
|
|
|
122
|
West Michigan Advisors
Holland,
Michigan
|
$430K
|
–
|
–
|
–
|
|
|
123
|
Perigon Wealth Management
San Francisco,
California
|
$416K
|
-$4.61K
|
-100
|
-1%
|
|
|
124
|
Mindset Wealth Management
Indianapolis,
Indiana
|
$400K
|
+$369
|
+8
|
+0.1%
|
|
|
125
|
IEQ Capital
Foster City,
California
|
$397K
|
+$443K
|
+9,600
|
New
|
|
