|
51
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.35M
|
+$193K
|
+2,363
|
+9%
|
|
|
52
|
Wells Fargo
San Francisco,
California
|
$2.28M
|
+$252K
|
+3,085
|
+13%
|
|
|
53
|
Arjuna Capital
Durham,
North Carolina
|
$2.05M
|
-$557K
|
-6,817
|
-22%
|
|
|
54
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.99M
|
+$2.62K
|
+32
|
+0.1%
|
|
|
55
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.97M
|
+$172K
|
+2,101
|
+10%
|
|
|
56
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.95M
|
+$71.6K
|
+876
|
+4%
|
|
|
57
|
Bank of America
Charlotte,
North Carolina
|
$1.91M
|
+$52.9K
|
+647
|
+3%
|
|
|
58
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.88M
|
+$77.1K
|
+943
|
+4%
|
|
|
59
|
GeoWealth Management
Chicago,
Illinois
|
$1.87M
|
+$312K
|
+3,822
|
+21%
|
|
|
60
|
Brown Advisory
Baltimore,
Maryland
|
$1.87M
|
+$1.48M
|
+18,045
|
+451%
|
|
|
61
|
EP Wealth Advisors
Torrance,
California
|
$1.85M
|
+$1.79M
|
+21,859
|
New
|
|
|
62
|
Archer Investment Management
Austin,
Texas
|
$1.83M
|
-$157K
|
-1,916
|
-8%
|
|
|
63
|
Gould Asset Management
Claremont,
California
|
$1.75M
|
–
|
–
|
–
|
|
|
64
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.71M
|
+$138K
|
+1,684
|
+9%
|
|
|
65
|
Warner Financial
Bethesda,
Maryland
|
$1.69M
|
+$118K
|
+1,448
|
+8%
|
|
|
66
|
Shotwell Rutter Baer
Lansing,
Michigan
|
$1.66M
|
-$1.88K
|
-23
|
-0.1%
|
|
|
67
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$1.61M
|
+$1.56M
|
+19,083
|
New
|
|
|
68
|
Creative Planning
Overland Park,
Kansas
|
$1.6M
|
+$189K
|
+2,306
|
+14%
|
|
|
69
|
Figure 8 Investment Strategies
Boise,
Idaho
|
$1.59M
|
+$158K
|
+1,930
|
+11%
|
|
|
70
|
First Pacific Financial
Vancouver,
Washington
|
$1.59M
|
-$38.5K
|
-471
|
-2%
|
|
|
71
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.54M
|
+$140K
|
+1,718
|
+10%
|
|
|
72
|
Fairlight Advisors
San Francisco,
California
|
$1.52M
|
+$1.47M
|
+18,024
|
New
|
|
|
73
|
Plancorp LLC
Saint Louis,
Missouri
|
$1.51M
|
-$8.58K
|
-105
|
-0.6%
|
|
|
74
|
|
$1.49M
|
-$3.09M
|
-37,811
|
-68%
|
|
|
75
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$1.49M
|
-$39.5K
|
-483
|
-3%
|
|
