|
101
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$195K
|
-$754K
|
-37,657
|
-79%
|
|
|
102
|
Old Mission Capital
Chicago,
Illinois
|
$195K
|
+$201K
|
+10,041
|
New
|
|
|
103
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$189K
|
+$15.8K
|
+787
|
+9%
|
|
|
104
|
Steward Partners Investment Advisory
New York
|
$156K
|
-$44.1K
|
-2,202
|
-22%
|
|
|
105
|
Accel Wealth Management
Waverly,
Iowa
|
$153K
|
-$152K
|
-7,600
|
-49%
|
|
|
106
|
Geneos Wealth Management
Englewood,
Colorado
|
$119K
|
–
|
–
|
–
|
|
|
107
|
Harbour Investments
Madison,
Wisconsin
|
$80K
|
+$82.6K
|
+4,126
|
New
|
|
|
108
|
Wells Fargo
San Francisco,
California
|
$53K
|
+$20.7K
|
+1,032
|
+61%
|
|
|
109
|
Fidelity Investments
Boston,
Massachusetts
|
$52K
|
+$4.34K
|
+217
|
+9%
|
|
|
110
|
Arax Advisory Partners
Denver,
Colorado
|
$49K
|
+$1.26K
|
+63
|
+3%
|
|
|
111
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$49K
|
+$11.1K
|
+552
|
+28%
|
|
|
112
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
$48K
|
-$4.18M
|
-208,626
|
-99%
|
|
|
113
|
Private Trust Company
Cleveland,
Ohio
|
$47K
|
+$48.6K
|
+2,429
|
New
|
|
|
114
|
Antonetti Capital Management
Naples,
Florida
|
$29K
|
–
|
–
|
–
|
|
|
115
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$28K
|
-$19.1K
|
-954
|
-40%
|
|
|
116
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$27K
|
+$27.3K
|
+1,365
|
New
|
|
|
117
|
Strategic Asset Management
Rochester,
Minnesota
|
$25K
|
-$11.2K
|
-561
|
-30%
|
|
|
118
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$21K
|
–
|
–
|
–
|
|
|
119
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$19K
|
+$19.4K
|
+967
|
New
|
|
|
120
|
Professional Financial Advisors
North Platte,
Nebraska
|
$16K
|
-$1K
|
-50
|
-6%
|
|
|
121
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$15.3K
|
–
|
–
|
–
|
|
|
122
|
|
$15K
|
+$5.87K
|
+293
|
+59%
|
|
|
123
|
HC Financial Advisors
Lafayette,
California
|
$11K
|
–
|
–
|
–
|
|
|
124
|
William Blair & Company
Chicago,
Illinois
|
$10K
|
+$2.76K
|
+138
|
+35%
|
|
|
125
|
Advisornet Financial
Minnetonka,
Minnesota
|
$8K
|
–
|
–
|
–
|
|
