|
51
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$819K
|
+$807K
|
+14,013
|
New
|
|
|
52
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$807K
|
+$57.2K
|
+994
|
+8%
|
|
|
53
|
Retirement Capital Strategies
San Jose,
California
|
$801K
|
-$5.53K
|
-96
|
-0.7%
|
|
|
54
|
Advisor Group
Phoenix,
Arizona
|
$797K
|
+$510K
|
+8,851
|
+186%
|
|
|
55
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$740K
|
+$118K
|
+2,043
|
+19%
|
|
|
56
|
|
$738K
|
+$19.5K
|
+338
|
+3%
|
|
|
57
|
Winfield Associates
Cleveland,
Ohio
|
$688K
|
–
|
–
|
–
|
|
|
58
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$659K
|
+$43.2K
|
+750
|
+7%
|
|
|
59
|
Mutual Advisors
Omaha,
Nebraska
|
$652K
|
+$368K
|
+6,391
|
+134%
|
|
|
60
|
Whittier Trust
South Pasadena,
California
|
$639K
|
–
|
–
|
–
|
|
|
61
|
Fisher Asset Management
Camas,
Washington
|
$639K
|
+$99.6K
|
+1,729
|
+19%
|
|
|
62
|
Litman Gregory Wealth Management
Larkspur,
California
|
$633K
|
+$81.3K
|
+1,412
|
+15%
|
|
|
63
|
First Allied Advisory Services
San Diego,
California
|
$623K
|
-$7.95K
|
-138
|
-1%
|
|
|
64
|
IPG Investment Advisors
San Diego,
California
|
$601K
|
–
|
–
|
–
|
|
|
65
|
Covington Capital Management
Los Angeles,
California
|
$586K
|
-$18.1K
|
-315
|
-3%
|
|
|
66
|
Partnervest Advisory Services
Santa Barbara,
California
|
$558K
|
+$79.3K
|
+1,378
|
+17%
|
|
|
67
|
United Capital Financial Advisors
Irving,
Texas
|
$555K
|
+$161K
|
+2,794
|
+42%
|
|
|
68
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$552K
|
-$226K
|
-3,928
|
-29%
|
|
|
69
|
|
$542K
|
–
|
–
|
–
|
|
|
70
|
Perkins Coie Trust Company
Seattle,
Washington
|
$526K
|
–
|
–
|
–
|
|
|
71
|
HighTower Advisors
Chicago,
Illinois
|
$512K
|
-$15.7K
|
-272
|
-3%
|
|
|
72
|
Wedbush Securities
Los Angeles,
California
|
$509K
|
+$501K
|
+8,703
|
New
|
|
|
73
|
Emery Howard Portfolio Management
Burlingame,
California
|
$492K
|
+$3.69K
|
+64
|
+0.8%
|
|
|
74
|
Stifel Financial
St. Louis,
Missouri
|
$490K
|
+$215K
|
+3,735
|
+80%
|
|
|
75
|
Financial Advocates Investment Management
Olympia,
Washington
|
$489K
|
-$1.94M
|
-33,642
|
-80%
|
|
