|
26
|
WealthSource Partners
San Luis Obispo,
California
|
$2M
|
-$130K
|
-3,041
|
-6%
|
|
|
27
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$1.97M
|
-$19.7K
|
-460
|
-1%
|
|
|
28
|
Perigon Wealth Management
San Francisco,
California
|
$1.96M
|
+$1.7M
|
+39,564
|
+616%
|
|
|
29
|
Prudential Financial
Newark,
New Jersey
|
$1.96M
|
-$124K
|
-2,892
|
-6%
|
|
|
30
|
|
$1.76M
|
-$340K
|
-7,932
|
-16%
|
|
|
31
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$1.7M
|
-$3.07M
|
-71,479
|
-64%
|
|
|
32
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.54M
|
+$1.55M
|
+36,157
|
New
|
|
|
33
|
Equitable Holdings
New York
|
$1.52M
|
+$44.1K
|
+1,029
|
+3%
|
|
|
34
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$1.38M
|
+$374K
|
+8,730
|
+37%
|
|
|
35
|
Bank of America
Charlotte,
North Carolina
|
$1.07M
|
+$357K
|
+8,315
|
+49%
|
|
|
36
|
MA Private Wealth
San Carlos,
California
|
$1.05M
|
+$24.5K
|
+570
|
+2%
|
|
|
37
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.03M
|
+$76K
|
+1,771
|
+8%
|
|
|
38
|
DFPG Investments
Sandy,
Utah
|
$1.03M
|
-$113K
|
-2,633
|
-10%
|
|
|
39
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$965K
|
–
|
–
|
–
|
|
|
40
|
AssetMark Inc
Concord,
California
|
$937K
|
+$103K
|
+2,402
|
+12%
|
|
|
41
|
Carr Financial Group
Worcester,
Massachusetts
|
$921K
|
+$4.42K
|
+103
|
+0.5%
|
|
|
42
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$899K
|
+$13.7K
|
+319
|
+2%
|
|
|
43
|
Kestra Advisory Services
Austin,
Texas
|
$880K
|
+$39.9K
|
+929
|
+5%
|
|
|
44
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$857K
|
-$189K
|
-4,414
|
-18%
|
|
|
45
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$834K
|
+$13.9K
|
+323
|
+2%
|
|
|
46
|
UBS Group
Zurich,
Switzerland
|
$823K
|
-$16.8K
|
-391
|
-2%
|
|
|
47
|
VERITY Wealth Advisors
Sausalito,
United States
|
$823K
|
–
|
–
|
–
|
|
|
48
|
AE Wealth Management
Topeka,
Kansas
|
$772K
|
+$67K
|
+1,561
|
+9%
|
|
|
49
|
Brookstone Capital Management
Wheaton,
Illinois
|
$760K
|
+$558
|
+13
|
+0.1%
|
|
|
50
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$719K
|
+$189K
|
+4,409
|
+35%
|
|
