|
51
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.36M
|
+$634K
|
+14,177
|
+82%
|
|
|
52
|
Prostatis Group
Hanover,
Maryland
|
$1.33M
|
-$86.9K
|
-1,944
|
-6%
|
|
|
53
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$1.25M
|
+$77.4K
|
+1,730
|
+6%
|
|
|
54
|
Bank of New York Mellon
New York
|
$1.21M
|
+$221K
|
+4,937
|
+21%
|
|
|
55
|
Golden State Equity Partners
South Coast Metro,
California
|
$1.13M
|
+$647K
|
+14,460
|
+124%
|
|
|
56
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$1.12M
|
+$1.16M
|
+26,028
|
New
|
|
|
57
|
Stifel Financial
St. Louis,
Missouri
|
$1.1M
|
-$23.2K
|
-519
|
-2%
|
|
|
58
|
Elmwood Wealth Management
Berkeley,
California
|
$1.08M
|
–
|
–
|
–
|
|
|
59
|
EP Wealth Advisors
Torrance,
California
|
$1.02M
|
-$48.5K
|
-1,085
|
-4%
|
|
|
60
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$988K
|
-$24.7K
|
-553
|
-2%
|
|
|
61
|
Mengis Capital Management
Portland,
Oregon
|
$936K
|
+$141K
|
+3,144
|
+17%
|
|
|
62
|
|
$904K
|
+$123K
|
+2,739
|
+15%
|
|
|
63
|
Golden State Wealth Management
Santa Ana,
California
|
$882K
|
-$578K
|
-12,912
|
-39%
|
|
|
64
|
Creative Planning
Overland Park,
Kansas
|
$820K
|
+$383K
|
+8,565
|
+82%
|
|
|
65
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$813K
|
+$190K
|
+4,255
|
+29%
|
|
|
66
|
Rockefeller Capital Management
New York
|
$786K
|
+$30.9K
|
+691
|
+4%
|
|
|
67
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$735K
|
-$27.7K
|
-620
|
-4%
|
|
|
68
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$718K
|
+$12.6K
|
+281
|
+2%
|
|
|
69
|
|
$706K
|
+$730K
|
+16,332
|
New
|
|
|
70
|
Integrated Wealthcare
Durham,
North Carolina
|
$689K
|
+$268
|
+6
|
+0%
|
|
|
71
|
WhitTier Trust Company
Reno,
Nevada
|
$670K
|
–
|
–
|
–
|
|
|
72
|
World Investment Advisors
Santa Barbara,
California
|
$659K
|
+$682K
|
+15,255
|
New
|
|
|
73
|
SageView Advisory Group
Newport Beach,
California
|
$641K
|
-$5.5K
|
-123
|
-0.8%
|
|
|
74
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$552K
|
-$15.2K
|
-339
|
-3%
|
|
|
75
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$527K
|
–
|
–
|
–
|
|
