|
51
|
Retirement Capital Strategies
San Jose,
California
|
$769K
|
+$30.1K
|
+705
|
+4%
|
|
|
52
|
DOHJ LLC
Seattle,
Washington
|
$752K
|
+$8.07K
|
+189
|
+1%
|
|
|
53
|
Prudential Financial
Newark,
New Jersey
|
$750K
|
+$43
|
+1
|
+0%
|
|
|
54
|
Tarbox Family Office
Newport Beach,
California
|
$736K
|
+$30.7K
|
+718
|
+4%
|
|
|
55
|
Steward Partners Investment Advisory
New York
|
$733K
|
+$3.93K
|
+92
|
+0.5%
|
|
|
56
|
Diversify Advisory Services
Sandy,
Utah
|
$711K
|
+$716K
|
+16,767
|
New
|
|
|
57
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$697K
|
+$96K
|
+2,248
|
+16%
|
|
|
58
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$681K
|
-$72.2K
|
-1,691
|
-10%
|
|
|
59
|
Brookstone Capital Management
Wheaton,
Illinois
|
$669K
|
-$39.4K
|
-923
|
-6%
|
|
|
60
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$660K
|
–
|
–
|
–
|
|
|
61
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$623K
|
+$422K
|
+9,876
|
+184%
|
|
|
62
|
Carr Financial Group
Worcester,
Massachusetts
|
$613K
|
-$347K
|
-8,128
|
-36%
|
|
|
63
|
BFSG LLC
Irvine,
California
|
$595K
|
+$9.95K
|
+233
|
+2%
|
|
|
64
|
SageView Advisory Group
Newport Beach,
California
|
$588K
|
+$397K
|
+9,286
|
New
|
|
|
65
|
Rockport Wealth
Fairview Park,
Ohio
|
$580K
|
+$578K
|
+13,536
|
New
|
|
|
66
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$576K
|
+$2.69K
|
+63
|
+0.5%
|
|
|
67
|
Austin Private Wealth
Austin,
Texas
|
$516K
|
+$90.2K
|
+2,111
|
+21%
|
|
|
68
|
Essential Planning
Portsmouth,
New Hampshire
|
$497K
|
–
|
–
|
–
|
|
|
69
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$496K
|
-$97K
|
-2,270
|
-16%
|
|
|
70
|
Ascent Group
Virginia Beach,
Virginia
|
$479K
|
+$43
|
+1
|
+0%
|
|
|
71
|
Bank of New York Mellon
New York
|
$444K
|
+$41.6K
|
+973
|
+10%
|
|
|
72
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$431K
|
+$187K
|
+4,373
|
+77%
|
|
|
73
|
Invera Wealth Advisors
Bend,
Oregon
|
$426K
|
+$134K
|
+3,130
|
+44%
|
|
|
74
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$408K
|
+$29K
|
+679
|
+8%
|
|
|
75
|
Gould Asset Management
Claremont,
California
|
$407K
|
+$406K
|
+9,500
|
New
|
|
