|
101
|
IPG Investment Advisors
San Diego,
California
|
$415K
|
–
|
–
|
–
|
|
|
102
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$414K
|
+$66.7K
|
+1,090
|
+19%
|
|
|
103
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$409K
|
-$111K
|
-1,815
|
-21%
|
|
|
104
|
Titus Wealth Management
Larskpur,
California
|
$398K
|
+$612
|
+10
|
+0.2%
|
|
|
105
|
Affinity Capital Advisors
Berkeley,
California
|
$389K
|
+$17.4K
|
+284
|
+5%
|
|
|
106
|
Caprin Asset Management
Henrico,
Virginia
|
$356K
|
–
|
–
|
–
|
|
|
107
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$353K
|
+$89.2K
|
+1,457
|
+33%
|
|
|
108
|
AlphaCore Capital
La Jolla,
California
|
$351K
|
–
|
–
|
–
|
|
|
109
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$341K
|
-$8.26K
|
-135
|
-2%
|
|
|
110
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$336K
|
-$54.8K
|
-895
|
-14%
|
|
|
111
|
|
$322K
|
-$2.37M
|
-38,765
|
-88%
|
|
|
112
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$322K
|
-$665K
|
-10,864
|
-67%
|
|
|
113
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$320K
|
-$25.5K
|
-416
|
-7%
|
|
|
114
|
Destination Wealth Management
Walnut Creek,
California
|
$293K
|
+$21.4K
|
+350
|
+8%
|
|
|
115
|
One Wealth Advisors
San Francisco,
California
|
$285K
|
+$288K
|
+4,712
|
New
|
|
|
116
|
Financial Advocates Investment Management
Olympia,
Washington
|
$281K
|
-$130K
|
-2,119
|
-31%
|
|
|
117
|
Sonata Capital Group
Seattle,
Washington
|
$280K
|
-$104K
|
-1,705
|
-27%
|
|
|
118
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$278K
|
–
|
–
|
–
|
|
|
119
|
Calton & Associates
Tampa,
Florida
|
$276K
|
+$61
|
+1
|
+0%
|
|
|
120
|
Creative Planning
Overland Park,
Kansas
|
$274K
|
+$277K
|
+4,529
|
New
|
|
|
121
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$255K
|
–
|
–
|
–
|
|
|
122
|
EPG Wealth Management
Atlanta,
Georgia
|
$249K
|
+$252K
|
+4,112
|
New
|
|
|
123
|
Mission Creek Capital Partners
San Francisco,
California
|
$242K
|
–
|
–
|
–
|
|
|
124
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$232K
|
+$235K
|
+3,838
|
New
|
|
|
125
|
Arete Wealth Advisors
Chicago,
Illinois
|
$227K
|
-$245
|
-4
|
-0.1%
|
|
