|
51
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$1.16M
|
+$1.08M
|
+18,231
|
New
|
|
|
52
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$1.15M
|
+$53.4K
|
+903
|
+5%
|
|
|
53
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.13M
|
+$2.13K
|
+36
|
+0.2%
|
|
|
54
|
Wade Financial Advisory
Campbell,
California
|
$1.12M
|
+$710
|
+12
|
+0.1%
|
|
|
55
|
Steward Partners Investment Advisory
New York
|
$1.08M
|
+$122K
|
+2,057
|
+14%
|
|
|
56
|
Shotwell Rutter Baer
Lansing,
Michigan
|
$1.07M
|
+$992K
|
+16,764
|
New
|
|
|
57
|
WealthSource Partners
San Luis Obispo,
California
|
$1.01M
|
-$49K
|
-828
|
-5%
|
|
|
58
|
Congress Wealth Management
Boston,
Massachusetts
|
$977K
|
+$95.4K
|
+1,613
|
+12%
|
|
|
59
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$960K
|
+$576K
|
+9,727
|
+184%
|
|
|
60
|
Prudential plc
London, England,
United Kingdom
|
$958K
|
–
|
–
|
–
|
|
|
61
|
Prudential Financial
Newark,
New Jersey
|
$934K
|
-$153K
|
-2,590
|
-15%
|
|
|
62
|
Gould Asset Management
Claremont,
California
|
$898K
|
+$231K
|
+3,900
|
+38%
|
|
|
63
|
Lazard Asset Management
New York
|
$882K
|
–
|
–
|
–
|
|
|
64
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$863K
|
-$37.5K
|
-633
|
-4%
|
|
|
65
|
Bank of New York Mellon
New York
|
$807K
|
+$26.9K
|
+455
|
+4%
|
|
|
66
|
Wells Fargo
San Francisco,
California
|
$800K
|
+$319K
|
+5,391
|
+76%
|
|
|
67
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$787K
|
-$169K
|
-2,864
|
-19%
|
|
|
68
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$780K
|
+$189K
|
+3,193
|
+35%
|
|
|
69
|
|
$768K
|
-$185K
|
-3,134
|
-21%
|
|
|
70
|
MGO One Seven
Beachwood,
Ohio
|
$768K
|
+$711K
|
+12,020
|
New
|
|
|
71
|
JMG Financial Group
Downers Grove,
Illinois
|
$762K
|
-$163K
|
-2,748
|
-19%
|
|
|
72
|
Pathstone Holdings
Englewood,
New Jersey
|
$759K
|
+$703K
|
+11,882
|
New
|
|
|
73
|
Biltmore Family Office
Charlotte,
North Carolina
|
$736K
|
–
|
–
|
–
|
|
|
74
|
Skyline Advisors
Bellingham,
Washington
|
$733K
|
+$679K
|
+11,480
|
New
|
|
|
75
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$711K
|
+$24.6K
|
+416
|
+4%
|
|
