|
51
|
Willow Creek Wealth Management
Sebastopol,
California
|
$319K
|
+$312K
|
+10,759
|
New
|
|
|
52
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$308K
|
+$69.5K
|
+2,394
|
+30%
|
|
|
53
|
Stonnington Group
Pasadena,
California
|
$305K
|
+$53.5K
|
+1,842
|
+21%
|
|
|
54
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$304K
|
+$12.2K
|
+420
|
+4%
|
|
|
55
|
Merriman Wealth Management
Seattle,
Washington
|
$296K
|
+$290K
|
+10,000
|
New
|
|
|
56
|
CPWM LLC
Seattle,
Washington
|
$263K
|
+$37.1K
|
+1,279
|
+17%
|
|
|
57
|
Mather Group
Chicago,
Illinois
|
$260K
|
+$254K
|
+8,763
|
New
|
|
|
58
|
WealthSource Partners
San Luis Obispo,
California
|
$249K
|
+$244K
|
+8,410
|
New
|
|
|
59
|
Parsons Capital Management
Providence,
Rhode Island
|
$246K
|
+$24.8K
|
+854
|
+11%
|
|
|
60
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$245K
|
+$240K
|
+8,273
|
New
|
|
|
61
|
Aveo Capital Partners
Englewood,
Colorado
|
$245K
|
+$240K
|
+8,276
|
New
|
|
|
62
|
MML Investors Services
Springfield,
Massachusetts
|
$237K
|
+$232K
|
+7,988
|
New
|
|
|
63
|
Kestra Advisory Services
Austin,
Texas
|
$231K
|
+$227K
|
+7,804
|
New
|
|
|
64
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$228K
|
+$223K
|
+7,696
|
New
|
|
|
65
|
Spire Wealth Management
Mclean,
Virginia
|
$183K
|
+$143K
|
+4,941
|
+395%
|
|
|
66
|
Sterling Financial Planning
Sparta,
New Jersey
|
$140K
|
–
|
–
|
–
|
|
|
67
|
TCI Wealth Advisors
Tucson,
Arizona
|
$104K
|
–
|
–
|
–
|
|
|
68
|
Osaic Holdings
Scottsdale,
Arizona
|
$92K
|
+$67.7K
|
+2,333
|
+302%
|
|
|
69
|
IFP Advisors
Tampa,
Florida
|
$76K
|
+$30.8K
|
+1,061
|
+76%
|
|
|
70
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$67K
|
+$65.3K
|
+2,250
|
New
|
|
|
71
|
Ironwood Financial
Tucson,
Arizona
|
$31K
|
+$15.5K
|
+535
|
+102%
|
|
|
72
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$13K
|
–
|
–
|
–
|
|
|
73
|
Steward Partners Investment Advisory
New York
|
$11K
|
–
|
–
|
–
|
|
|
74
|
Gemmer Asset Management
Walnut Creek,
California
|
$11K
|
+$29
|
+1
|
+0.3%
|
|
|
75
|
Asset Dedication LLC
San Francisco,
California
|
$10K
|
+$9.99K
|
+344
|
New
|
|
