|
51
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$1.83M
|
+$279K
|
+4,027
|
+19%
|
|
|
52
|
Parkside Advisors
Berkeley,
California
|
$1.83M
|
–
|
–
|
–
|
|
|
53
|
DOHJ LLC
Seattle,
Washington
|
$1.83M
|
+$28.3K
|
+409
|
+2%
|
|
|
54
|
Fidelity Investments
Boston,
Massachusetts
|
$1.8M
|
+$284K
|
+4,106
|
+20%
|
|
|
55
|
Steward Partners Investment Advisory
New York
|
$1.75M
|
+$318K
|
+4,588
|
+23%
|
|
|
56
|
Atwater Malick
Lancaster,
Pennsylvania
|
$1.59M
|
+$109K
|
+1,577
|
+8%
|
|
|
57
|
Opes Wealth Management
Menlo Park,
California
|
$1.57M
|
+$44.6K
|
+645
|
+3%
|
|
|
58
|
Bank of America
Charlotte,
North Carolina
|
$1.56M
|
-$11.6K
|
-168
|
-0.8%
|
|
|
59
|
Prudential Financial
Newark,
New Jersey
|
$1.54M
|
+$448K
|
+6,473
|
+43%
|
|
|
60
|
Wade Financial Advisory
Campbell,
California
|
$1.51M
|
+$259K
|
+3,739
|
+22%
|
|
|
61
|
Prudential plc
London, England,
United Kingdom
|
$1.44M
|
+$346K
|
+5,000
|
+33%
|
|
|
62
|
Bank of New York Mellon
New York
|
$1.36M
|
+$373K
|
+5,395
|
+40%
|
|
|
63
|
Plancorp LLC
Saint Louis,
Missouri
|
$1.31M
|
–
|
–
|
–
|
|
|
64
|
Gould Asset Management
Claremont,
California
|
$1.3M
|
–
|
–
|
–
|
|
|
65
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$1.23M
|
-$114K
|
-1,645
|
-9%
|
|
|
66
|
Shotwell Rutter Baer
Lansing,
Michigan
|
$1.22M
|
+$64.6K
|
+933
|
+6%
|
|
|
67
|
Wells Fargo
San Francisco,
California
|
$1.13M
|
+$44.1K
|
+637
|
+4%
|
|
|
68
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.07M
|
+$32.4K
|
+468
|
+3%
|
|
|
69
|
Congress Wealth Management
Boston,
Massachusetts
|
$1.07M
|
-$9.48K
|
-137
|
-0.9%
|
|
|
70
|
First Pacific Financial
Vancouver,
Washington
|
$1.06M
|
+$1.01M
|
+14,658
|
New
|
|
|
71
|
MGO One Seven
Beachwood,
Ohio
|
$1.05M
|
+$182K
|
+2,636
|
+22%
|
|
|
72
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$1.05M
|
+$87.2K
|
+1,259
|
+9%
|
|
|
73
|
Austin Private Wealth
Austin,
Texas
|
$1.04M
|
+$167K
|
+2,416
|
+20%
|
|
|
74
|
JMG Financial Group
Downers Grove,
Illinois
|
$1.02M
|
–
|
–
|
–
|
|
|
75
|
Creative Planning
Overland Park,
Kansas
|
$1M
|
+$14.8K
|
+214
|
+2%
|
|
